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Information Technology Services Microsoft Excel Pivot Tables and Charts 2010 Learning Guide
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Course Overview
Welcome Information Technology Services is happy to provide you with this training opportunity. We hope that you enjoy it and the time you invest in participating is valuable to your work here at Massey University.
Feedback Upon course completion please fill out the online ITS Course Evaluation form. Your feedback is confidential and the information you provide allows us to deliver relevant and high quality ITS training for staff.
Purpose To provide a guide to new users of Pivot Charts and Tables.
Learning outcomes
By the end of this course you will be able to:
Create and use a Pivot Chart and Table.
Work with Pivot Table data.
Use Slicers and Report Filters.
Consolidate data from multiple ranges.
Format Pivot Tables and Charts.
Apply Conditional Formatting to Pivot Tables.
Format Face to Face Learning
Learning guide Please return printed material to the Trainer at the end of the session.
A digital copy of this document is available online.
ITS thanks you for considering the environment before printing.
Help & information
For help or information in addition to what is provided in this training please visit:
Information Technology Services Microsoft Excel Pivot Tables and Charts 2010 Learning Guide
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Microsoft Excel
Pivot Tables and Charts User Guide
1. Creating a PivotTable ................................................................................................ 5
Introduction ................................................................................................................ 5
Parts of a PivotTable .................................................................................................. 5
Creating a PivotTable ................................................................................................ 6
Build the PivotTable .................................................................................................. 7
Add data to the table .................................................................................................. 7
Other customisation options ...................................................................................... 8
2. Working with Data ..................................................................................................... 9
Data Field Summary Options..................................................................................... 9
Summarise by Averages ............................................................................................ 9
Changing Displayed Values ..................................................................................... 10
Changing Displayed Values, continued ................................................................... 11
Calculated Fields ...................................................................................................... 12
3. Sorting and Filtering Data ........................................................................................ 14
Introduction .............................................................................................................. 14
Sorting Data ............................................................................................................. 14
Using Filters ............................................................................................................. 14
Filtering by Selection ............................................................................................... 15
Filtering by Rule ...................................................................................................... 16
Using Rule filters ..................................................................................................... 16
Search Filters ........................................................................................................... 17
Using Search Filters ................................................................................................. 17
4. Slicers and Report Filters ......................................................................................... 18
Slicers ....................................................................................................................... 18
Using Slicers ............................................................................................................ 18
Formatting Slicers .................................................................................................... 20
Classic PivotTable Layout ....................................................................................... 21
Report Filters ........................................................................................................... 22
Using Report Filters ................................................................................................. 22
5. Consolidating Data from Multiple Ranges .............................................................. 23
Introduction .............................................................................................................. 23
Identical Structures .................................................................................................. 23
PivotTable and PivotChart Wizard .......................................................................... 23
6. Formatting a PivotTable .......................................................................................... 25
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Introduction .............................................................................................................. 25
Selecting a Style ....................................................................................................... 25
Changing the Layout ................................................................................................ 25
Inserting Blank Rows ............................................................................................... 25
Report Layouts ......................................................................................................... 26
Report Layouts, continued ....................................................................................... 27
Changing the number format ................................................................................... 27
7. Applying Conditional Formatting ............................................................................ 28
Introduction .............................................................................................................. 28
Highlight Cells Rules ............................................................................................... 28
Top/Bottom Rules .................................................................................................... 29
Data Bars .................................................................................................................. 29
Color Scales ............................................................................................................. 29
Icon Sets ................................................................................................................... 30
Editing Conditional Formats .................................................................................... 30
Multiple Conditions ................................................................................................. 30
Controlling Multiple Rules ...................................................................................... 31
Deleting Conditional Formats .................................................................................. 32
8. Creating and Manipulating a Pivot Chart ................................................................ 33 Introduction .............................................................................................................. 33
Create a PivotTabel with a PivotChart..................................................................... 33
Creating a PivotChart from an Existing PivotTable ................................................ 34
Moving a PivotChart ................................................................................................ 35
Pivoting and Filters .................................................................................................. 36
Formatting a PivotChart ........................................................................................... 36
PivotChart Layouts .................................................................................................. 38
Changing the Layout ................................................................................................ 38
PivotChart Types ..................................................................................................... 38
Changing Chart Type ............................................................................................... 38
Changing Chart Type, continued ............................................................................. 39
Trend lines ............................................................................................................... 41
Creating a Trend Line .............................................................................................. 41
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1. Creating a PivotTable
Introduction The aim of a PivotTable is to create a report.
A PivotTable is used as an interactive worksheet table that allows you to
quickly summarise large amounts of data using the format and calculation
method specified by you. The name refers to the table’s ability to rotate
rows and columns headings to access and present different perspectives of
your data.
When creating a PivotTable, you will be asked to specify the data to be
used as row fields, column fields and page fields.
Parts of a
PivotTable The following table describes the terms used to describe different aspects of
the PivotTable.
Part Function
Fields Categories of data such as rows or columns.
Items These are sub-categories.
Data area The data to be summarised.
Layout The arrangement of the fields within the table.
Page Fields Also known as a Report Filter field. A field
that you can use to filter your PivotTable.
These screenshots below show the different parts of a PivotTable.
The four blue bordered fields are the different areas where you can put
information.
Continued on next page
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1. Creating a PivotTable, continued
Parts of a
PivotTable,
continued
The PivotTable Field List shows the available fields that you can add to the
table. These are based on the column headings in your original worksheet.
Creating a
PivotTable The following table describes the steps to take in order to create a
PivotTable.
Step Action
1 Select Insert > PivotTable (from the Tables group).
2 a) Use the top set of radio buttons to choose where the
data for you PivotTable will come from. Either
click into the table before you start building your
PivotTable, or select your data from here.
b) Use the bottom radio button to place the pivot table
in a new worksheet or the existing worksheet.
c) Click on OK.
Note: You must specify data before you can move to the next
option.
Continued on next page
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1. Creating a PivotTable, continued
Build the
PivotTable Once you create a pivot table a new (or existing) worksheet will be
displayed showing the empty table.(i.e. the template)
Add data to the
table Drag and drop items from the PivotTable Field List into the four areas
below the list.
The locations you choose to drop the items will control what information
the table displays and where it is displayed.
You can also select the tick box next to the field name to add it to the
PivotTable.
The Row Labels and Column Labels are the row and column headings.
The Values area is the actual information that will be measured. (E.g.
count, totals, averages etc. …).
Continued on next page
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1. Creating a PivotTable, continued
Other
customisation
options
You can remove fields from the table by dragging them out of the four
areas, or un-tick them in the field list
You can drag fields from one area to another if required.
You can add more than one field to any area.
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2.Working with Data
Data Field
Summary
Options
PivotTables allow you to perform different summary calculations. You can
also choose the type of values to be shown in the data area.
Summarise by
Averages To change the way data is summarised in the PivotTable, right click a data
cell in the table (Note: Do not select a label, total, or subtotal field). Then
from the shortcut menu select a suitable option.
Continued on next page
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Working with Data, continued
Changing
Displayed
Values
In addition to be able to change how data is summarised, you can also
choose how data is displayed in a PivotTable.
Show Values As This feature allows you to present values in different ways.
Step Action
1
Continued on next page
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Working with DataContinued on next page, continued
Changing
Displayed
Values,
continued
Step Action
2 Select % of. This displays values as a percentage of the value
of the Base item in the Base field.
3 The options selected below will display each month as a
percentage of the previous month.
4 The displayed items will look similar to the image below.
5 Select Running Total in. This displays the value for
successive items in the Base field as a running total
If I chose Month as my base field, this is how it would look.
Continued on next page
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Working with Data, continued
Calculated
Fields You can create custom fields that summarise PivotTable data using a
formula.
Step Action
1 Select PivotTable Tools > Options > Field, Items, & Sets
(from the Calculations group)
2 From the drop down list select Calculated Field.
3 In the Name field type the name you want for your calculated
field. (i.e. Average Sale.)
4 Create your calculation (i.e. revenue as a % of sales count) by
clicking into the Formula field after the equals sign. Then
select the appropriate field from the list of Fields by clicking
the Insert Field button.
5 Now click back into the Formula field and type your
mathematical operator (i.e. +, -, /, *).
6 Repeat steps 4 and 5 as appropriate.
7 Select OK when you have finished.
Continued on next page
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Working with Data, continued
Refreshing data Once you have created your PivotTable and the source data changes you
will need to refresh your PivotTable.
Refresh
Options Choose the correct refresh option from the table below.
If your source data
is
Then ...
An Excel table Under PivotTable Tools > Options click
Refresh.
An Excel list Under PivotTable Tools > Options click
Change Data Source, and ensure that the
Table/Range is correct.
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3.Sorting and Filtering Data
Introduction Sorting allows you to change the order in which your data appears. Filters
allow you to view a subset of your data.
Sorting Data 1. Click any cell in the row and column of the PivotTable you want to
sort.
2. Under PivotTable Tools > Options (Sort and Filter group) select
a sort option.
Using Filters There are 3 different ways you can use filters:
Filtering by Selection.
Filtering by Rule.
Filtering by Search Term.
Continued on next page
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Sorting and Filtering Data, continued
Filtering by
Selection With this method you select the value you want to display.
Each area of your pivot table will show a pale blue heading. These
headings usually contain a drop down arrow that you can use to restrict
your display to particular items.
You can achieve the same result by moving your mouse cursor over the
field you want to filter by in the PivotTable Field List and clicking the
drop down arrow that appears, to make a selection.
Note:
Tick the Select All checkbox before
you move this field to another location.
If you move a filtered list it will remain filtered in the new location.
You can filter by more than one field at a time.
To clear all filters in a PivotTable, click on Options > Clear > Clear
Filters.
Continued on next page
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Sorting and Filtering Data, continued
Filtering by
Rule If the data you want to filter by fits a rule (e.g. all values > 1000), you can
create a rule to filter you data.
Using Rule
filters Follow the steps below to create a rule filter.
Step Action
1 Click a data cell in the PivotTable.
2 Move your mouse over the field in the PivotTable Field List
that you want to create a filter for and click the drop-down
arrow that appears.
3 Select either a:
Name Description
Label Filter Filter on the values in the label area.
Value Filter Filter on values in the data area.
Continued on next page
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Sorting and Filtering Data, continued
Search Filters Search Filters can be used to locate a string of characters in your data.
Using Search
Filters Follow the steps below to use a Search Filter.
Step Action
1 Move your mouse over the field in the PivotTable Field List
that you want to create a filter for and click the drop-down
arrow that appears.
2 In the search field type the search characters that you are
looking for.
3 You can add subsequent criteria to the current search criteria
by typing in the new criteria and selecting the option Add
current selection to filter.
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4.Slicers and Report Filters
Slicers Slicers provide buttons you can click to filter PivotTable data. In addition
to quick filtering, Slicers also indicate the current filtering state.
Using Slicers Follow the steps below to use Slicers.
Step Action
1 Click a data cell in the PivotTable.
2 Select PivotTable Tools > Options > Insert Slicer (Sort &
Filter group).
3 You can use the table below to select and clear filters on your
Slicer.
If ... Then ...
You want to select multiple
non-adjacent fields
Keep the Ctrl button down
and left click non-adjacent
fields.
You want to select multiple
adjacent fields.
Click the first field, then
keeping the Shift button
down, left click the last field
You want to clear all filters. Click the clear filter button
on the top right hand corner
of the Slicer.
Continued on next page
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Slicers and Report Filters, continued
Using Slicers,
continued
4 You can resize and reposition Slicers by dragging and
dropping them.
5 You can insert Slicers for as many fields as you want to.
Typically Slicers don’t work well for fields that have more
than 20 unique values.
6 To remove a Slicer, right click it, and from the shortcut menu
select Remove Month (or whatever the field name happens to
be.)
Continued on next page
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Slicers and Report Filters, continued
Formatting
Slicers You can format Slicers so that they are visually distinctive from the
PivotTable. To format a Slicer follow the steps below:
Step Action
1 Click on the Slicer to make it active. (Once active you will see
a selection border around it).
2 Click on the Options contextual tab that appears.
3 Select a style form the Styles Gallery.
4 To type in a new caption for the Slicer, click on Options and
under Slicer Captions, type in a new caption.
Continued on next page
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Slicers and Report Filters, continued
Classic
PivotTable
Layout
By enabling Classic PivotTable Layout you can drag fields directly onto
the PivotTable. Classic Layout also allows you to drag fields off the
PivotTable, and move fields from one part of the PivotTable to another. To
enable Classic Layout, right click any part of the PivotTable and from the
shortcut menu select PivotTable Options. Select the Display tab and tick
the checkbox next to Classic PivotTable layout.
Continued on next page
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Slicers and Report Filters, continued
Report Filters Report Filters allow you to filter your data without having to change the
structure of your PivotTable.
Using Report
Filters If you have a large amount of data and would like to organise the
information into multiple PivotTables, you can break the data down into
pages. These pages are really nothing more than filters for the entire table.
o At the top of your PivotTable should be a section labelled
Drop Report Filter Field Here (Note: classic PivotTable
layout is enabled). Drag the field to be used for filtering the
data to this section, or drag it to the section labelled Report
Filter on the task pane.
o The field will have a pull-down list that can be used to show
either all of the data or individual items. Simply select the
item to be shown in the current table from this pull-down
list.
o To create a separate worksheet for each PivotTable, select
PivotTable Tools > Options > Options (in the PivotTable
group) > Show Report Filter Pages.
o A small box will be displayed showing the field on which
each PivotTable will be based.
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5.Consolidating Data from Multiple Ranges
Introduction You can create a Pivot Table, using data from different sheets in a
workbook, or from different workbooks, if those ranges have identical
column and row structures.
Identical
Structures The ranges must all contain the same row and column titles and be laid out
in tabular (rectangular) format, without any blank cells.
.
PivotTable and
PivotChart
Wizard
We will use the Wizard to consolidate our ranges.
Step Action
1 Activate the Wizard by typing Alt + d then p.
2 The PivotTable and PivotChart wizard will appear.
3 Select the radio button for Multiple consolidation ranges.
Click Next.
Continued on next page
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Consolidating Data from Multiple Ranges, continued
PivotTable and
PivotChart
Wizard,
continued
Step Action
1 Select the option I will create the page fields. Click Next
2 Using your mouse, select the first range and then click on the
Add button.
3 Repeat the above step for each subsequent range you wish to
add, and then click on Next.
4 Select New Worksheet, then click on Finish.
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6.Formatting a PivotTable
Introduction Once the PivotTable has been created, you can change the look of the table
just as you would any other cells within your worksheet.
Selecting a
Style Follow the steps below to change the style.
Step Action
1 Click into the PivotTable so that it is selected.
2 Under the PivotTable Tools contextual tab select the Design
tab and then the drop down arrow to the right of PivotTable
Styles.
3 From the list select the desired style for your table.
Changing the
Layout You are able to change PivotTable layouts by inserting blank rows and
choosing from three report layouts.
Inserting Blank
Rows Select PivotTable Tools > Design > Blank Rows (in the Layout group),
and choose an option.
Continued on next page
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Formatting a PivotTable, continued
Report Layouts Select PivotTable Tools > Design > Report Layout (in the Layout
group), and choose an option.
Continued on next page
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Formatting a PivotTable, continued
Report
Layouts,
continued
Changing the
number format Select a data cell in the PivotTable, right click and from the shortcut menu
select Number Format.
Under Number > Category you are able to choose whether to use a 1000
separator and the number of decimal places you want to display.
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7.Applying Conditional Formatting
Introduction Formats that change the appearance of a cell’s contents by applying rules
are called conditional formats. This makes it easy to find a cell as its
appearance is based on its value. The formats will change position when
you alter the PivotTable.
Highlight Cells
Rules You can use the steps below to apply conditional formatting rules.
Step Action
1 Click a data cell in the PivotTable that you want to apply a rule
to.
2 Select Home > Conditional Formatting (from the Styles
group), > Highlight Cells Rules.
3 Once you have created a rule you can choose how the rule will
be applied. Click the options button to the right of the cell and
this will allow you to choose which cells you want to apply the
rule to.
The options radio button works as follows:
Part Function
Selected cells Only the cell that you highlighted.
Sum of Revenue values.
This includes all data in the main data
area, as well as totals and subtotals.
Sum of Revenue
values for Month
and Company
This includes all data in the main data
area, but excludes totals and subtotals.
Continued on next page
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Applying Conditional Formatting, continued
Top/Bottom
Rules This type of conditional formatting allows you to identify the top or bottom
values in a PivotTable.
Select Home > Conditional Formatting (from the Styles group), >
Top/Bottom Rules. You can create 2 types of conditional formats:
1. Formats that identify a certain number of top and bottom values.
2. Formats that identify top and bottom values based on a
percentage.
Data Bars To get an idea of how 2 or more numbers compare you can use data bars.
This adds colour bars to a cell’s background, where the length of the bar
reflects the relative value in the cell.
Select Home > Conditional Formatting (from the Styles group), > Data
bars. You can choose between:
1. Gradient Fill – tapers off to the right, so it’s a bit harder to tell
what their value is.
2. Solid Fill – doesn’t taper off and is the recommended option.
Note: Because data bars fill a % of cells interior and don’t have a fixed
length, two cells with the same value can have data bars of different
lengths. In this case choose Outline Form as your report layout so that
columns have the same widths, (Design (Contextual Tab) > Report
Layout > Show in Outline Form).
Color Scales This uses the concept of a Heatmap, which uses a cell’s value to determine
which fill colour to assign to the cell. A Heatmap uses a two or three colour
gradient. Select Home > Conditional Formatting (from the Styles group),
> Color Scales. You can select from a two or three colour scale.
Continued on next page
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Applying Conditional Formatting, continued
Icon Sets Icon Sets can provide useful information about large datasets, but they
come into their own when you use them to summarise a small amount of
data. If you setup your workbook as a dashboard that summarises
performance then you can use indicators such as red, orange and green to
indicate acceptable, unacceptable and excellent results. Select Home >
Conditional Formatting (from the Styles group), > Icon Sets.
Editing
Conditional
Formats
To change the format rules, follow the steps below.
Step Action
1 Click on any cell in the PivotTable that has conditional
formatting applied.
2 Click Home > Conditional Formatting > Manage Rules.
3 Click on the rule that you want to edit and then click onto the
Edit Rule button.
4 In this dialogue box you can change anything about the rule
including the type of rule, the cells to which it is applied, and
the rule’s conditions.
Multiple
Conditions In Excel 2010 there is no limit to the number of conditional formatting
rules you can apply. It is also possible for more than one conditional
formatting rule to be applied at the same time.
Continued on next page
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Applying Conditional Formatting, continued
Controlling
Multiple Rules To manage a number of conditional formatting rules:
Step Action
1 Click Home > Conditional Formatting > Manage Rules.
2 In the Rules Manager make sure that This PivotTable is
selected.
3 Excel 2010 does not stop checking conditions unless you tell it
to, by clicking the Stop If True checkbox.
4 You can change the order in which Excel applies these rules.
Select the rule you want to move, and then click the move up
or down arrow.
Continued on next page
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Applying Conditional Formatting, continued
Deleting
Conditional
Formats
You can delete conditional formats in two ways:
When ... Then ...
You want to
delete
individual
rules.
Use the rule manager, (Home > Conditional
Formatting > Manage Rules) to select the rule, and
then press the Delete Rule button.
You want to
remove a
particular set
of conditional
formats.
Select Home > Conditional Formatting > Clear
Rules.
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8.Creating and Manipulating a Pivot Chart
Introduction Charts summarise data visually. Pivot Charts are linked to a PivotTable. By
using a PivotTable as the basis for your chart, you can quickly rearrange
the data that is displayed in the chart. There are two ways to create a
PivotChart:
3. Creating a PivotTable and PivotChart at the same time.
4. Creating a PivotChart from an existing PivotTable.
Create a
PivotTabel with
a PivotChart
Follow the steps below to create both at the same time.
Step Action
1 Make sure your data is laid out as a list or table.
2 Click a cell in the list.
3 Select Insert > PivotTable (Tables Group) > PivotChart.
4 Make sure the table/range is correct and whether to create the
PivotTable in a new or existing worksheet.
5 You can now use the controls in the PivotChart task pane just
as you would when creating a PivotTable.
Continued on next page
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Creating and Manipulating a Pivot Chart, continued
Create a
PivotTabel with
a PivotChart,
continued
Step Action
1 For example to create a column chart of yearly revenues:
Step Action
1 Drag the Revenue field to the Values area.
2 Drag the Year field to the Legend Fields area.
3 Note:
Legend Fields (Series) = Column Area (PivotTable)
Axis Fields (Categories) = Row Area (PivotTable).
Every unique value in any field within the Legend
Fields area will have a separate line or bar or column
on the body of the chart.
.
Creating a
PivotChart
from an
Existing
PivotTable
Follow the steps outlined below.
Step Action
1 Select the PivotTable by clicking into it.
2 As an example select > Insert > Column (Charts group) > 2-
D Column > Clustered Column.
Continued on next page
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Creating and Manipulating a Pivot Chart, continued
PivotCharts vs.
Ordinary
Charts
The following table explains the differences between PivotCharts and
ordinary charts.
Step Action
1 With PivotCharts you can’t switch the row and column
orientation by using the Select Data Source dialog box. You
can however overcome this by pivoting the PivotChart.
2 You can’t create xy scatter charts, stock charts or bubble
charts.
3 Refreshing a PivotChart removes trend lines, data labels, error
bars, and a few other settings.
Moving a
PivotChart It’s often easier to view and manipulate a PivotChart if it’s on a separate
worksheet. To move the PivotChart to a new worksheet you can:
Step Action
1 Click on the PivotChart to select it.
2 Select PivotChart Tools > Design > Move Chart. (under
Location).
3 Select the New Sheet radio button.
Continued on next page
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Creating and Manipulating a Pivot Chart, continued
Pivoting and
Filters You can click onto either the PivotTable or the PivotChart to manipulate
the PivotChart data.
PivotChart filters are created and used in the same way as PivotTable
filters.
Formatting a
PivotChart First click onto the PivotChart, then you can format it in a number of ways:
Part Action
To
change
the
style.
Select PivotChart Tools > Design > more arrow to the right
of chart styles. This will open the Styles Gallery from which
you can select a style.
Continued on next page
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Creating and Manipulating a Pivot Chart, continued
Formatting a
PivotChart,
continued
Formatting individual elements.
Step Action
1 First select the element you want to apply the
formatting to. You can select an element in one of
two ways:
1. Move your mouse over that element. (You
will see a screen tip pop up) then left click to
select the chart element.
2. Use the Chart Elements list to select an
element by selecting PivotChart Tools >
Format > and the elements drop down arrow
(in the Current Selection group)
2 Once the element has been selected, click on the
Format contextual tab to change the formatting of
the particular item.
3 To format a single data point in a data series, click
the series once to select all the elements in the series.
Then click the element a second time to select that
single element.
Continued on next page
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Creating and Manipulating a Pivot Chart, continued
PivotChart
Layouts When creating a PivotChart, Excel uses a basic layout to determine what
elements of the chart to display and where those elements will be displayed
on the chart. An element could be a chart title, a legend, or axis titles and
labels.
Changing the
Layout To change a chart’s layout you can:
Select a chart from the Chart Layouts gallery by selecting PivotChart
Tools > Design and then the more button at the bottom of the Chart
Layouts gallery.
Change individual layout options by clicking on the chart and then
selecting PivotChart Tools > Layout.
PivotChart
Types Your data could be presented by more than one chart type. You can’t create
an XY scatter chart, a stock chart or a bubble chart using PivotTable data.
Changing
Chart Type Click onto the PivotChart to activate it. Select PivotChart Tools > Design
> Change Chart Type. A Change Chart Type dialogue box will be
displayed, allowing you to select a particular chart type.
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Creating and Manipulating a Pivot Chart, continued
Changing
Chart Type,
continued
Chart
Type
Used for
Line
Chart
Displaying continuous data over time. Good for showing
trends in data as long as the data was captured in equal
intervals.
Pie
Chart
Showing the share of a total contributed to by the individual
data values in a single data series.
Bar
Chart
Summarising data when the axis labels are long and the values
shown are durations.
Area
Chart
Same as the line chart but the entire area under the line is filled
in. The chart emphasises the magnitude of change over time
and also how much each data element contributes to the total
for a given measurement.
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Creating and Manipulating a Pivot Chart, continued
Changing
Chart Type,
continuedcontin
ued
Surface
Charts
Mainly used for scientific data (e.g. to find the optimal
combination of two datasets such as rainfall and crop
production).
Radar
Charts
Used for determining the aggregate values of several data
series.
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Creating and Manipulating a Pivot Chart, continued
Trend lines Trend lines help you visualise/predict future trends in your data.
Creating a
Trend Line Follow the steps below to create a PivotChart trend line.
Step Action
1 Click the PivotChart.
2 Select PivotChart Tools > Layout >Trendline.
3 Select Linear Trendline (unless you know you should be
using another type, which are mostly used for scientific and
engineering work).
4 For more control of your trend line, make sure the chart is
selected and select PivotChart Tools > Layout >Trendline >
More TrendLine Options.
5 You can forecast by entering a value into the Forecast >
Forward field. (This will extend the length of the TrendLine).
Note: Use Trend Lines with caution, as it is very easy to over extrapolate.
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