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10 Simple Steps to Create a Excel Pivot Charts

Do you want to learn how to make a Excel Pivot Charts? Excel Pivot Charts are one of the easiest and best ways to visualize your data. Unlike regular charts, Excel Pivot Charts are highly customizable and interactive, allowing you to stay on top of your data at all times with minimal maintenance required. In this article, we’ll walk you through the 10 steps of creating a Excel Pivot Charts. 

Creating a Excel Pivot Charts is easy.

The steps below can be followed on both Windows and Mac versions of Microsoft Excel.

However, they were specifically written for modern versions of Excel, including Excel in Office 365, Excel 2021, Excel 2019, and Excel 2016. Please note that older versions of Excel may have some variations in the steps. If you require any help or support, please feel free to contact us at any time. We are always here to assist you.

Step 1. Open your workbook in Excel

First things first. 

You need to open the Excel workbook you want to work with. If you don’t have one yet, simply create a blank workbook and get started on entering some data.

Step 2. Select a cell in your Pivot Table

A pivot table makes it possible to take information out of a big, comprehensive data source. To be able to create a Excel Pivot Charts, you need to first have a pivot table. A pivot table allows you to extract data from a large, detailed data set. One of these sets will be used to illustrate how Excel Pivot Charts function.

If you do not already have one, make one by doing the following:

1. Within your data set, click on any individual cell.

2. Open your ribbon and select the Insert tab.

3. Select the Pivot Table option from the Tables group.

4. Once your table has been created to your specifications, click OK.

Step 3: Open the Insert tab.

Excel Pivot Charts

Navigate to the Insert tab using the Ribbon interface located at the top of the Excel window. tab. This tab contains the majority of Excel’s pre-made charts, graphs, tables, and even images, so you will see a variety of features appear.

Step 4: Choose a Pivot Chart

Excel Pivot Charts

After selecting the Insert tab, a Pivot Chart button ought to be visible to you. This is located close to the other types of charts. When you locate it, give it a single click to launch the Create PivotChart dialog box in a separate window.

Step 5: Choose the range

Excel Pivot Charts

You are prompted to choose the range of your pivot chart in the first section of the dialog box, “Select the data that you wish to analyze.” Excel will choose a range for you by default, but you have full control over this. To increase or decrease the options, just change the numbers.

You can also choose to use an external data source instead of this one. . Here, all you have to do is click the Choose Connection button and choose an Excel-compatible data source.

Step 6: Decide where to put your chart

Excel Pivot Charts

Next, decide on the location for your pivot chart. There are two choices available to you:

  • Creates a fresh, empty worksheet for your pivot chart. To maintain organization, you can flip between different worksheets in your workbook.
  • Worksheet already created: Choose from among your previously created worksheets. This is where Excel will insert your pivot chart rather than opening a new worksheet.

Step 7: Utilize a Excel Pivot Charts filter.

To eliminate data from your pivot chart, utilize the Excel filters that are offered. This makes your data more dynamic and interactive by enabling you to divide the chart so that it only displays one category at a time.

Step 8: Modify the type of Excel Pivot Charts

Excel Pivot Charts

Once created, you can modify the kind of your pivot chart at any time.

1. Make your pivot chart selection.

2. Select the Design tab from the ribbon.

3. Select the Change Chart Type option from the Type menu.

4. Click OK after selecting the chart type to which you wish to convert your Excel Pivot Charts.

Step 9: Personalize the Pivot Table

Excel Pivot Charts

To change the look of your Excel Pivot Charts, simply click on it and choose a different style from the Design tab in the ribbon. You can customize the colors and fonts to your liking, or choose from a variety of pre-made styles.

Step 10: Save the Excel Pivot Charts table.

You only need to save the workbook itself in order to preserve your pivot chart.

  1. To replace the last save you made of the worksheet, click File and select Save.
  2. To create a new workbook file, click File and select Save as.

 

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