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How to create pivot chart in Excel?
In Excel, you may usually insert a chart to help you analyze the data, but do you know in some cases, a pivot chart is better than the normal chart for analyzing in Excel? Now this tutorial is talking about pivot chart creating in Excel.
Create pivot chart in Excel
Create pivot chart in Excel
To create a pivot chart, you can do as the following steps:
2. In the popping Create PivotTable with PivotChart dialog, choose the location you want to place the new PivotTable and PivotChart in Choose where you want the PivotTable and PivotChart to be placed section. See screenshot:
4. Now drag the fields you want to show in the PivotChart to the areas as you need. Here I drag Saler and Order ID fields to Axis Fields (Categories) section, and drag Amount field to Values section. See screenshots:
Note: When you create a pivot chart, a pivot table is created at the same time.
If you want the legend series shown as Saler, you can drag Saler field to the Legend Fields (Series) section. See screenshots:
(1) The pivot table will change as the pivot chart changes.
(2) In Excel 2007, we cannot filter data in the Pivot chart, but we can filter data in the Pivot table and the data in the pivot chart will change automatically.
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How To Create A Pivot Table In Excel: A Step
The pivot table is one of Microsoft Excel’s most powerful — and intimidating — functions. Powerful because it can help you summarize and make sense of large data sets. Intimidating because you’re not exactly an Excel expert, and pivot tables have always had a reputation for being complicated.
The good news: Learning how to create a pivot table in Excel is much easier than you might’ve been led to believe.
But before we walk you through process of creating one, let’s take a step back and make sure you understand exactly what a pivot table is, and why you might need to use one.
What Is a Pivot Table?
A pivot table is a summary of your data, packaged in a chart that lets you report on and explore trends based on your information. Pivot tables are particularly useful if you have long rows or columns that hold values you need to track the sums of and easily compare to one another.
In other words, pivot tables extract meaning from that seemingly endless jumble of numbers on your screen. And more specifically, it lets you group your data together in different ways so you can draw helpful conclusions more easily.
The “pivot” part of a pivot table stems from the fact that you can rotate (or pivot) the data in the table in order to view it from a different perspective. To be clear, you’re not adding to, subtracting from, or otherwise changing your data when you make a pivot. Instead, you’re simply reorganizing the data so you can reveal useful information from it.
How to Use Pivot Tables
If you’re still feeling a bit confused about what pivot tables actually do, don’t worry. This is one of those technologies that’s much easier to understand once you’ve seen it in action. Here are seven hypothetical scenarios where you’d want to use a pivot table.
1. Compare sales totals of different products.
Say you have a worksheet that contains monthly sales data for three different products — product 1, product 2, and product 3 — and you want to figure out which of the three has been bringing in the most bucks. You could, of course, look through the worksheet and manually add the corresponding sales figure to a running total every time product 1 appears. You could then do the same for product 2, and product 3, until you have totals for all of them. Piece of cake, right?
Now, imagine that monthly sales worksheet of yours has thousands and thousands of rows. Manually sorting through them all could take a lifetime. Using a pivot table, you can automatically aggregate all of the sales figures for product 1, product 2, and product 3 — and calculate their respective sums — in less than a minute.
2. Show product sales as percentages of total sales.
Pivot tables naturally show the totals of each row or column when you create it. But that’s not the only figure you can automatically produce.
Let’s say you entered quarterly sales numbers for three separate products into an Excel sheet and turned this data into a pivot table. The table would automatically give you three totals at the bottom of each column — having added up each product’s quarterly sales. But what if you wanted to find the percentage these product sales contributed of all company sales, rather than just those products’ sales totals?
With a pivot table, you can configure each column to give you the column’s percentage of all three column totals, instead of just the column total. If three product sales totaled $200,000 in sales, for example, and the first product made $45,000, you can edit a pivot table to instead say this product contributed 22.5% of all company sales.
3. Combine duplicate data.
That’s where the pivot table comes into play. Instead of having to manually search for and combine all the metrics from the duplicates, you can summarize your data (via pivot table) by blog post title, and voilà: the view metrics from those duplicate posts will be aggregated automatically.
4. Get an employee head count for separate departments.
Pivot tables are helpful for automatically calculating things that you can’t easily find in a basic Excel table. One of those things is counting rows that all have something in common.
If you have a list of employees in an Excel sheet, for instance, and next to the employees’ names are the respective departments they belong to, you can create a pivot table from this data that shows you each department name and the number of employees that belong to those departments. The pivot table effectively eliminates your task of sorting the Excel sheet by department name and counting each row manually.
5. Add default values to empty cells.
Not every dataset you enter into Excel will populate every cell. If you’re waiting for new data to come in before entering it into Excel, you might have lots of empty cells that look confusing or need further explaining when showing this data to your manager. That’s where pivot tables come in.
You can easily customize a pivot table to fill empty cells with a default value, such as $0, or TBD (for “to be determined”). For large tables of data, being able to tag these cells quickly is a useful feature when many people are reviewing the same sheet.
How to Create a Pivot Table
Enter your data into a range of rows and columns.
Sort your data by a specific attribute.
Highlight your cells to create your pivot table.
Drag and drop a field into the “Row Labels” area.
Drag and drop a field into the “Values” area.
Fine-tune your calculations.
Now that you have a better sense of what pivot tables can be used for, let’s get into the nitty-gritty of how to actually create one.
1. Enter your data into a range of rows and columns.
Every pivot table in Excel starts with a basic Excel table, where all your data is housed. To create this table, simply enter your values into a specific set of rows and columns. Use the topmost row or the topmost column to categorize your values by what they represent.
For example, to create an Excel table of blog post performance data, you might have a column listing each “URL,” a column listing each URL’s “Post Title,” a column listing each post’s “Views to Date,” and so on. (We’ll be using that example in the steps that follow.)
2. Sort your data by a specific attribute.
When you have all the data you want entered into your Excel sheet, you’ll want to sort this data in some way so it’s easier to manage once you turn it into a pivot table.
Select “OK” on the bottom-right of the Sort window, and you’ll successfully reorder each row of your Excel sheet by the number of views each blog post has received.
3. Highlight your cells to create your pivot table.
Alternatively, you can highlight your cells, select “Recommended PivotTables” to the right of the PivotTable icon, and open a pivot table with pre-set suggestions for how to organize each row and column.
Note: If you’re using a version of Excel earlier than Excel 2016, “PivotTables” may be under “Tables” or “Data” along the top navigation, rather than “Insert.” In Google Sheets, you can create pivot tables from the “Data” dropdown along the top navigation.
4. Drag and drop a field into the “Row Labels” area.
Note: Your pivot table may look different depending on which version of Excel you’re working with. However, the general principles remain the same.
5. Drag and drop a field into the “Values” area.
Once you’ve established what you’re going to organize your data by, your next step is to add in some values by dragging a field into the “Values” area.
Sticking with the blogging data example, let’s say you want to summarize blog post views by title. To do this, you’d simply drag the “Views” field into the Values area.
6. Fine-tune your calculations.
The sum of a particular value will be calculated by default, but you can easily change this to something like average, maximum, or minimum depending on what you want to calculate.
Digging Deeper With Pivot Tables
You’ve now learned the basics of pivot table creation in Excel. But depending on what you need your pivot table for, you might not be done.
For example, you may notice that the data in your pivot table isn’t sorted the way you’d like. If were the case, Excel’s Sort function can help you out. Alternatively, you may need to incorporate data from another source into your reporting, in which case the VLOOKUP function could come in handy.
To take a deeper dive into the world of Excel and learn about its various functions, download our comprehensive guide, How to Use Excel.
Want more Excel tips? Check out these design tips for creating charts and graphs.
Editor’s note: This post was originally published in December 2018 and has been updated for comprehensiveness.
Create A Pivot Table In Excel
Follow these easy steps to create an Excel pivot table, so you can quickly summarize Excel data. Watch the short video to see the steps, or follow the written steps. Get the free workbook, to follow along. There’s also an interactive pivot table below, that you can try, before you build your own!
NOTE: This tutorial gives you a quick overview of creating a pivot table. For detailed tutorial, go to the How to Plan and Set Up a Pivot Table page.
Create a Pivot Table
Watch this video, to see the steps for creating a pivot table in Excel 2013 and later. There are written instructions below the video.
Preparing Your Pivot Table Data
Before you create a pivot table, organize your data into rows and columns, and create an Excel Table. There are instructions here.
In this example the source data contains information about food sales, in two regions — East and West.
Creating a Pivot Table
After your source data is prepared, you can create a pivot table. First, see which pivot table layouts are suggested by Excel.
Select any cell in the source data table.
Modifying the Pivot Table
A pivot table is created in your workbook, on a new sheet, in the layout that you selected. When you select a cell within the pivot table, a PivotTable Field List appears, at the right of the worksheet.
You can change the layout of the pivot table, after it’s been created. We’ll add the TotalPrice field to the pivot table.
In the PivotTable Field List, add a check mark to the TotalPrice field. The TotalPrice field is automatically added to the pivot table, in the Values area, as Sum of TotalPrice.
Try This Pivot Table
Before you build your own pivot table, you can see how a pivot table works, by trying the interactive example shown below. Here are a few things you can try:
You can download a copy of the file, to test the pivot table features on your own computer.
Download the Sample File
Video: Create a Pivot Table
Here is a longer version of the video – Create a Pivot Table in Excel. The full transcript is below the video.
A pivot table is a great way to summarize data in Excel. Here we have a table with sales records.
We can see where things were sold, what we sold, and how much and how much money we got on each sale. We can scroll down and see row after row of data.
It opens up a new window, and based on the data that I’ve got here, it’s suggesting some layouts
So the first one is showing the cities and then taking the total price and giving me the total sales in each city. That might be useful if I’m interested in where things are selling.
If we want to know what’s selling, here’s a layout that has the different product categories and then for each region how much we sold.
Below that, we can see those product categories again, and just the total price, instead of broken out by region.
You can scroll down, there are lots more options. If I go down further, we’re looking at the product categories and then the product names below that. This time it’s the quantity, rather than the price.
Here’s the layout that I selected. Now it’s got the quantity. I’m also going to add the total price. Over here, I can see all the fields from that data sheet.
This one went in as Sum of Total Price. This one is Count of Quantity. If I go back and look at my data, I can see that going down the quantity column, there’s one item here that’s text rather than a number.
So Excel sees this not as a number column, but as either text or mixed numbers and text. So it defaults to Count. But we can change that.
So now we can see the total quantity and the total price for each product category and product.
It’s a quick way to get started. You can change the layout after you’ve selected one of the sample layouts, but you’re up and running very quickly.
FAQs – Pivot Tables How to Plan and Set Up a Pivot Table
Pivot Table Introduction
Last updated: April 22, 2021 7:15 PM
How To Delete A Pivot Table In Excel
Delete a Pivot Table in a Microsoft Excel Workbook
Applies to: Microsoft ® Excel ® 2010, 2013, 2016, 2019 and 365 (Windows)
A pivot table can be deleted in an Excel workbook in several ways. You can delete a pivot table, convert a pivot table to values or clear data and customizations from a pivot table to reset it. When a pivot table is created from source data in a workbook, Excel creates a pivot cache in the background. If you delete a pivot table or a source worksheet with the original data, Excel still retains the cache.
Recommended article: 10 Great Excel Pivot Table Shortcuts
Deleting a pivot table
To delete a pivot table:
Select a cell in the pivot table.
Below is the Select All command in the Ribbon:
You can also delete a pivot table by deleting the worksheet on which it appears (assuming there is no other data on the sheet) or by deleting all of the rows on which the pivot table appears.
Deleting a pivot table and converting it to values
You can delete a pivot table and convert it to values. This can be useful if you want to share the pivot table summary information with clients or colleagues.
To delete a pivot table and convert it to values:
Select a cell in the pivot table.
Below is the Paste drop-down menu in Excel:
Deleting pivot table filters, labels, values and formatting
You also have the option of resetting a pivot table by deleting pivot table filters, labels, values and formatting but retaining the pivot table.
To delete pivot table data:
Select a cell in the pivot table.
Add or remove fields in the Pivot Table Fields task pane.
Below is the Clear All command in the Ribbon in Excel:
If pivot tables are sharing a data connection or if you are using the same data between two or more pivot tables, then if you select Clear All for one pivot table, you could also remove the grouping, calculated fields or items and custom items in shared pivot tables. A dialog box should appear if Excel is going to remove items in shared pivot tables and you can cancel the operation.
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