Introduction
Check out
Part 1 of this series here. I have explained how to insert Pivot tables, and how to configure the fields in Pivot Table in Part 1. In Part 2 we will see what further options are provided for Pivot Table and how to add visuals i.e. Pivot charts in your worksheet.
Details
As shown below, select the first cell in your sample data. Click on Insert tab on top. In the last article we have seen inserting Pivot Table. Let’s see what is “Recommended PivotTables”. Select "Recommended PivotTables" button.
As shown below it opens a popup window with samples of PivotTables which you might be interested to add in your sheet. So excel generates combinations of data and showcases to you which one you can choose. E.g., below it has given me the option to insert PivotTables for Sum of Sales Volume, Sales Unit by Year.
Sum of Sales Unit by Year etc. A few of the suggestions might be wrong but a few might be very useful to add in your sheet.
Now let’s see how to add visuals charts in your sheet, everyone loves to see data as visuals as that makes it easy to analyze the data.
Select the first cell of your PivotTable, click on Insert tab on top. You will see a lot of options to add visuals as shown below. I have chosen to add a pie chart and it shows preview immediately before I insert it.
I have inserted the pie chart which is linked to my PivotTable. As shown below by clicking on brush icon you can change the style of your chart, you can specify the color combination as well. You can select your chart and increase the font size from normal formatting menu on top, change font family etc.
By clicking on + icon as shown below you get option to position you Data Labels. You can decide where you want to show values in the chart, usually you can show it at center, middle, inside, outside of your chart.
You can also decide where you want to position legends of your chart, either on the right side, top, bottom or left side.
In the last article we saw how to insert a slicer for your PivotTable. If you see below as Pivot chart is linked to PivotTable, when I apply slicer, it impacts on both PivotTable and Pivot Chart. You can insert different types of visuals for your PivotTable.
At the end I would like show another option to add PivotChart. Click on Insert Tab, select PivotChart button as shown below.
It opens a popup with hundreds of chart types which you select and preview before clicking on Ok. If the chart types are not feasible for your data, then it will be disabled to select.
That’s it for this series of articles about PivotTables and Pivot Charts. Microsoft has provided all these features as is in Power BI application which is specially designed for reporting and analytics.
Hope this helps. Thanks for reading.