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During this Microsoft Excel 2016 advanced training tutorial video, we will take a look at creating pivot charts which is an excellent way of presenting the transactional data that we build into pivot tables.

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Welcome back to our course on Excel 2016 Advanced.
In the last few sections we’ve been looking at Pivot Tables. And in this final section on Pivot Tables we’re going to look at creating Pivot Charts which are an excellent way of presenting the kind of transactional data that we build into Pivot Tables.

Now creating a Pivot Chart from a Pivot Table is simplicity itself. I’ve got a subset of the store data here. I’ve just got the January, February and March figures. Click anywhere inside the Pivot Table and click on the Analyze tab. And one of the options in there is Pivot Chart. Click on Pivot Chart and I get an Insert Chart dialog. Now the first thing that happens here is that you choose the sort of chart that you’d like to draw. There’s a whole selection of standard Excel Charts there, not all of which are suitable for use with Pivot Table type data.

Now what Excel will normally do is to present a recommended chart. In this case it’s got a Clustered Column as the recommendation. Let’s go with the recommendation at the moment and click on OK.
Now by default the chart is created on the same sheet as the Pivot Table. I’m going to move it to a separate sheet in just a moment. But first of all it’s easy to resize the chart so I’m going to make it bigger so it’s easier for you to see what’s going on.

And now let’s look at the controls on this Pivot Chart. Now the first thing to note is that we have effectively three filters. We have a date filter facility, a branch filter facility and a department filter facility. And you can see easily which of these currently has a filter applied. Now again we’re in the situation that we can only actually see figures for five departments. They’re the only ones with sales over this period.

But there is actually no department filter applied at the moment. There is a date filter applied. Of course it’s just showing the first three months of the year. And there is no branch filter applied. We’re seeing all of the branches. The point is though that once we’ve created the chart we can now filter it as much as we’d like to. So if I don’t want to include say the Phoenix figures I can filter them out here. And if I just want to show say coffee and tea I can switch everything else off. In fact of course there are no tea sales over that period but let’s go for coffee and tea. Click on OK. Effectively I can only see coffee sales for three of the branches and there are only coffee sales in February.

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