Tuesday, 01 November 2011 13:47

Using The Power of Pivot Charts

Written by  Harshit Rastogi
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Let us take a look into the topic of pivot charts in Microsoft Excel 2010. As it is rightly known, the benefits of using pivot charts are multi-fold, including that they make your data amazingly comprehensive, simple to understand, an excellent aide to visualize facts and an attractive tool to present your data. Excel 2010 makes it quite easy to work on Pivot charts. MS Excel includes very simple inbuilt wizards that further simplify creation of pivot charts. However, before you proceed with how to create an excellent and attractive looking pivot chart in an excel sheet it is important for you to know what is actually a pivot chart.

Basics of pivot charts:

To give you the ballpark figure; Pivot chart is supposed to be a really valuable feature of Excel. With the help of pivot charts, you can make your presentation not just more attractive but even more convincing. Be it a professional presentation or an academic project, Pivot charts can help gain the attention it deserves.

When it comes to analyze certain data or summarize it, pivot charts are pretty effectual. They present a precise scenario. The fields where pivot charts can yield great results in terms of presenting numerical data in illustrated formats are Sales and Marketing scenarios, financial situations and comparisons, formulas, historical analysis and any other data processing area. Pivot charts can also be pretty effective in presenting formulas in online classes. Pivot table reports present a perfect picture of a sequential process.

Well first things first. Let's take a quick look into how to put a pivot chart into use.

How to create a Pivot Chart?

Create a Pivot Chart by following the steps given below:

  1. After you have made your pivot table, highlight (select) the same.

pivot chart_1

 2.  Go to Insert tab>Charts panel and then Select an appropriate chart. For Example, a 2-d column chart from the Column button.

pivot chart_2

 3.  Your chart will be created!

pivot chart_3

How to make a pivot chart effective?

A few notes on using your pivot chart:

  1. In the bottom of your chart there are options to change your data displayed in the chart.
  2. You can re-size your chart to increase focus and attention that the chart attracts.
  3. While inserting your pivot chart, in the Insert Chart dialogue, you can use the options in the same way as you do while using the dialogue for inserting a normal Chart.

For Example, the option to use and manage pre-defined templates and using a chart style as a default.

How to Move your Pivot Chart?

Just like you moved your normal chart, you could also move a Pivot Chart in an all new separate chart-sheet. How to do this;

  1. When you hold your chart, on the Excel ribbon you will be able to see a Pivot Chart Tools sub-ribbon besides the title of the Excel workbook.
  2. Under the Pivot Chart Tools sub-ribbon, go to the Design tab > Location panel > Move Chart Button to open the Move Chart dialogue.

pivot chart_4

   3.  In the Move Chart dialogue, choose the option New Sheet.

pivot chart_5

   4.  Click OK.

Your Pivot Chart will be moved to an all new sheet named Chart1 by default.

How to Format your Pivot Chart?

Now you know how to move your Pivot Chart. Let's see how we customize and format it now.

If you know your normal charts, you very well know pivot charts as well. Just like your contextual Chart tools sub-ribbon for normal charts, you have the Pivot Chart Tools sub-ribbon with various options to format your chart.

pivot chart_6

The sub-ribbon has 4 tabs - Design, Layout, Format and Analyse. There are different panels and different buttons in all these four tabs.

For Example, the Design tab has five panels:

  1. Type: To change the type of chart and to save a chart as template.
  2. Data: To change the data or switch rows and columns.
  3. Chart layouts: To change the alignment of labels and heading.
  4. Chart Styles: To change the color style of the chart.
  5. Location: To move the chart.

Similarly, you can alter and format gridline, titles of charts, boxes, alignment, graphical representation, font colors, background colors and many other things using the Layout, Format and Analyze tabs.

How to Delete your Pivot Chart?

To delete you can:

Either right click on the Chart and click Delete.

OR

Select your chart by clicking on is boundary and press Delete on your keyboard.

That's all you need to know for your fundamental use of Pivot Charts.

Last modified on Monday, 19 December 2011 14:36

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