Pivot Chart in Excel (In Easy Steps) 2023

Creating a Pivot Chart in Excel is a powerful way to visualize and analyze data from a PivotTable. Here are the easy steps to create a Pivot Chart:

Step 1: Prepare Your Data

Ensure your data is organized in a tabular format, and there are no blank rows or columns.
Include column headers for each data field.

Step 2: Create a PivotTable

Select any cell within your data range.
Go to the “Insert” tab in the Excel ribbon.
Click on the “PivotTable” button. The “Create PivotTable” dialog box will appear.
Ensure the correct data range is selected in the dialog box and choose where you want the PivotTable to be placed (either in a new worksheet or an existing one).
Click “OK.” A blank PivotTable will be created.

Step 3: Design Your PivotTable

On the right side of the Excel window, you’ll see the “PivotTable Fields” pane. Drag the field names from your data into the areas below:
Rows: Drag the fields you want to use as rows in the PivotTable.
Columns: Drag the fields you want to use as columns in the PivotTable.
Values: Drag the fields whose values you want to summarize in the PivotTable.

Step 4: Create the Pivot Chart

With your PivotTable selected, go to the “Insert” tab in the Excel ribbon.
Click on the desired chart type in the “Charts” group (e.g., Column, Bar, Line, etc.).

Step 5: Format the Pivot Chart (Optional)

Once the chart is inserted, you can format it as needed. Excel offers various chart formatting options to customize the appearance of the chart, including colors, titles, labels, and more.
Click on the chart to activate the “Chart Design” and “Chart Format” tabs in the Excel ribbon. These tabs provide various options for customizing the chart.

Step 6: Refreshing Data (If Needed)

If you make changes to the underlying data or update the PivotTable, you might need to refresh the Pivot Chart to reflect those changes.
To do this, right-click on any cell within the PivotTable and choose “Refresh.”

That’s it! You now have a Pivot Chart that is linked to a PivotTable, allowing you to visualize and analyze your data dynamically. Pivot Charts are a powerful tool in Excel for understanding data trends and patterns.