From data to report in one minute or less. Ajelix BI is launched! 🚀 Get started for free.

How to Create and Use Pivot Charts in Excel

  • Author:
  • Published on:
    December 28, 2022
  • Category:
  • Last updated:
    May 25, 2023
  • Tags:
How to Create and Use Pivot Charts in Excel - Ajelix Blog

Using Pivot Charts in Excel is an easy and effective way to quickly visualize data and bring order to complex data sets. Pivot charts allow you to quickly compare data, identify trends, and highlight important information. In this blog, we’ll explain how you can use pivot charts in Excel, and how to create them.

What Is a Pivot Chart?

A pivot chart is a type of chart that uses data from a pivot table. It’s a graphical representation of data in your spreadsheet, and it’s designed to help you better understand the relationships between different data points. It’s a great way to quickly get an overview of your data and identify trends in your data.

Pivot chart in excel

Pivot charts are very versatile. You can customize them to show different data points, and you can also use them to compare different data sets. They’re a great way to make your data visualization and quickly identify trends in your data.

Benefits of Using Pivot Chart in Excel

  1. Quickly spot trends: Pivot charts allow you to quickly spot trends in your data, as they help to visually display relationships between different categories of data.
  2. Easily compare data: Pivot charts allow you to quickly compare data across different categories to identify patterns or outliers.
  3. Create complex charts: You can use pivot charts to create complex charts that are difficult to create without them.
  4. Analyze data: Pivot charts can help you analyze data more quickly and accurately than manually sorting and filtering data.
  5. Easily change data: Pivot charts allow you to easily change the data you’re analyzing by simply dragging and dropping different categories of data into the chart.
  6. Add interactivity: Pivot charts allow you to add interactivity to your charts, allowing you to create charts that are more engaging and easier to understand.

Related Article: How To Delete A Chart in Excel?

How to Create a Pivot Chart in Excel

Time needed: 4 minutes

Here’s How To Create A Pivot Chart in Excel

  1. Select the Data

    Select the data you want to include in the pivot chart. Select the data for pivot table in excel

  2. Insert Pivot Chart

    Go to the Insert tab, then select Pivot Chart. Pivot Charts settings

  3. Adjust settings in the pop-up window

    Change the settings in the window. Select the data you want to include in the pivot chart and select the exact location of the graph. Press OK.
    Pivot charts pop up window

  4. Create a Pivot Table with Pivot Chart

    You can choose the data that you want to include in the pivot table and chart. Pivot chat will automatically build your chart.
    select the data for a pivot charts

  5. Customize Chart

    Now you can change the chart layout, and design by adding different data points, labels, and other elements. You change the pivot chart type by following the guides in the picture below.Change the pivot chart design

More onHow To Create a Pivot Table in Excel?

Using Pivot Charts

Once you’ve created a pivot chart, you can use it to quickly compare and analyze data. You can customize it to show different data points and highlight different trends in your data. Pivot Charts gives you the opportunity to filter data right in the chart. Follow for more guides in the picture below.

Sort Chart Data

You can also use pivot charts to compare data across different data sets. For example, you can use a pivot chart to compare sales figures from different stores or the performance of different products.

You can also use pivot charts to identify trends in your data, such as seasonal variations in sales or changes in customer preferences.

Related Article: How To Create a Sparkline in Excel?

Tips for Using Pivot Charts

Here are some tips for using pivot charts in Excel:

  • Start with a simple chart. Don’t try to add too much data or customize it too much in the beginning.
  • Use the right chart type. Different types of charts are better suited for different types of data. Creating Charts and Graphs in Excel.
  • Keep it simple. Don’t try to add too much data or too many elements to the chart.
  • Use labels. Labels can help you quickly identify data points and understand trends in your data.
  • Use filters. Filters can help you quickly identify and analyze important data points. How To Use Filters in Excel?
  • Use color. Color can help you quickly identify data points and trends in your data. How To Remove Conditional Formatting?

Related Article: Say Goodbye to Manual Work. How To Automate Tasks in Excel

Conclusion

Using pivot charts in Excel is an easy and effective way to quickly visualize data and to bring order to complex data sets. It’s a great way to quickly get an overview of your data and to identify trends in your data. With a few simple steps, you can create your own pivot charts in Excel and start using them to compare and analyze data quickly.

Frequently Asked Questions

What is the difference between a pivot table and a pivot chart in Excel?

The types of charts you can use in a pivot chart in Excel include column charts, bar charts, line charts, pie charts, area charts, scatter charts, and more.

Is it possible to filter data in a pivot chart in Excel?

Yes, it is possible to filter data in a pivot chart in Excel. You can apply filters to specific data fields to focus on specific information within the chart.

What types of charts can I use in a pivot chart in Excel?

The main difference between a pivot table and a pivot chart in Excel is their visual representation. A pivot table displays summarized data in a tabular format, while a pivot chart represents the same data visually using different chart types.

Learn more productivity tips in our other articles. Let’s connect and receive more daily tips and updates.

Speed up your spreadsheet tasks with Ajelix AI in Excel

Excel formula generator from Ajelix - more than 15 ai tools for spreadsheets

Similar posts

How to analyze data in Excel spreadsheet banner by author

How To Analyze Data In Excel Spreadsheet

April 4, 2024
Excel is the workhorse of data analysis in countless businesses. It can unlock valuable insights from spreadsheets, but for many, its pow…
How to add drop down list in Excel banner

How To Add Drop Down List in Excel

November 2, 2023
Let’s take a look at how to add drop down list to make your spreadsheets more professional and user-friendly. We’ll take a lo…
How to add checkbox in Excel banner

How To Add Checkboxes In Excel

October 31, 2023
This article will cover steps to add checkboxes in Excel with screenshots and tips to help you tackle this task. Learn how to enable the …

Online Calculators

Financial dashboard example for accounting

CFO Dashboard Example & KPIs

September 26, 2024
Tired of sifting through endless spreadsheets? Imagine a dashboard that provides a real-time snapshot of your company’s financial h…
Cash flow dashboard example

Cash Flow Dashboard Example For Analysis And Tracking

September 24, 2024
According to a study by Deloitte, companies that use data-driven decision-making are 17% more likely to outperform their competitors. A c…
Budgeted vs actual dashboard example from ajelix bi

Budget vs Actual Dashboard Example: Variance Analysis

September 19, 2024
A robust budgeting and reporting system is essential to track and analyze financial health. One crucial tool that can help you do that is…
Profit and loss dashboard example for accounting dashboard types

Online Profit And Loss Dashboard Example: P&L Template

September 17, 2024
A well-designed online profit and loss dashboard can be a game-changer for businesses. By visualizing key metrics, you can quickly assess…
IT dashboard examples banner ajelix

IT Dashboard Examples For IT Department Managers

September 12, 2024
IT dashboards have become indispensable tools for organizations seeking to make informed decisions and optimize IT departments. With the …
SQL dashboard examples banner

SQL Dashboard Examples: Create A Real-Time Dashboard

September 10, 2024
SQL dashboards give executives and business founders a powerful tool to monitor key metrics and identify trends to make informed strategi…

Business Intelligence

24 it kpis for it department banner

24 IT KPIs & Metrics For IT Department With Examples

August 6, 2024
IT KPIs are quantifiable metrics that help IT departments assess their performance and align with overall business objectives. They provi…
26 insurance KPIs for insurance companies banner

26 Insurance KPIs & Metrics For Insurance Agencies

August 1, 2024
Insurance KPIs are metrics insurance companies use to monitor their performance and efficiency. They provide insights into various aspect…
10 administrative kpis for admin department performance banner

10 Administrative KPIs For Admin Department Performance

July 30, 2024
Administrative KPIs are key performance indicators that measure the efficiency and effectiveness of admin functions within an organizatio…
10 equipment rental KPIs for rental business owners banner

10 Equipment Rental KPIs For Rental Business

July 25, 2024
Equipment rental KPIs are measurable values that track how well your rental business is using its equipment to generate profit and satisf…
15 financial KPIs for finance department to track banner

20 Financial KPIs For The Finance Department

July 23, 2024
Financial KPIs are quantifiable metrics that businesses use to track their financial health and performance. They provide valuable insigh…
15 ecommerce kpis for online business owners banner

15 Ecommerce KPIs Any Online Business Should Track

July 18, 2024
Ecommerce KPIs track how well your online store is performing. These metrics provide insights into different areas of your business, like…