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Create a PivotChart report
 

ShowCreate a PivotChart report from an existing PivotTable report

Do one of the following:

ShowMake a default chart in one step

  • Click the PivotTable report, and then click Chart Wizard Button image.

ShowUse the Chart Wizard to create a customized chart

  1. Click a cell outside and not adjacent to the PivotTable report.

  2. Click Chart Wizard Button image.

  3. Click a chart type in step 1 of the wizard. You can use any chart type except xy (scatter), bubble, or stock.

  4. In step 2 of the wizard, click the PivotTable report, so that the reference in the Data range box expands to include the entire report.

  5. Follow the instructions in the remaining Chart Wizard steps.

ShowCreate a PivotChart report from other data

When you create a PivotChart report, Microsoft Excel also creates an associated PivotTable report (associated PivotTable report: The PivotTable report that supplies the source data to the PivotChart report. It is created automatically when you create a new PivotChart report. When you change the layout of either report, the other also changes.) in the same workbook to supply the source data (source data: The list or table that's used to create a PivotTable or PivotChart report. Source data can be taken from an Excel list or range, an external database or cube, or another PivotTable report.) for the chart.
  1. If you are basing the report on a Web query (Web query: A query that retrieves data stored on your intranet or the Internet.), parameter query (parameter query: A type of query that, when you run it, prompts for values (criteria) to use to select the records for the result set so that the same query can be used to retrieve different result sets.), report template (report template: An Excel template (.xlt file) that includes one or more queries or PivotTable reports that are based on external data. When you save a report template, Excel saves the query definition but doesn't store the queried data in the template.), Office Data Connection file, or query (query: In Query or Access, a means of finding the records that answer a particular question you ask about the data stored in a database.) file, retrieve the data into the workbook and then base the report on the worksheet range containing the retrieved data, or if your query resulted in a PivotTable report instead of a worksheet range, click the report, click Chart Wizard Button image, and then follow the steps below to lay out the report onscreen.

    If you are basing the report on an Excel list (list: A series of rows that contains related data or a series of rows that you designate to function as a datasheet by using the Create List command.) or database, click a cell in the list or database.

  2. On the Data menu, click PivotTable and PivotChart Report.
  3. In step 1 of the PivotTable and PivotChart Wizard, click the type of source data you're using, and then under What kind of report do you want to create?, click PivotChart (with PivotTable).
  4. Follow the instructions in step 2 of the wizard.
  5. In step 3 of the wizard, specify where you want to put the associated PivotTable report. Then decide whether to lay out the PivotChart report on the screen or in the wizard.

    Usually you can lay out the report on the screen. Use the wizard to lay out the report if you expect retrieval from a large external data source to be slow, or you need to set page fields (page field: A field that's assigned to a page orientation in a PivotTable or PivotChart report. You can either display a summary of all items in a page field, or display one item at a time, which filters out the data for all other items.) to retrieve data one page at a time. If you aren't sure, try laying out the report on the screen. You can return to the wizard if necessary.

  6. Do one of the following:

    ShowLay out the report on the screen

    1. From the PivotTable Field List window, drag the fields that you want to display on the category axis to the area on the PivotChart diagram labeled Drop Category Fields Here.

      If you don't see the field list, click within the outlines of the drop areas (drop area: An area in a PivotTable or PivotChart report where you can drop fields from the Field List dialog box to display the data in the field. The labels on each drop area indicate the types of fields you can create in the report.), and if necessary click Show Field List Button image on the PivotTable toolbar (toolbar: A bar with buttons and options that you can use to carry out commands. To display a toolbar, point to Toolbars on the View menu, and then click the toolbar you want. If the button you want doesn't appear, click More Buttons.) to display the field list.

      To see what levels of detail are available in fields that have levels, click Plus box next to the field.

    2. Drag fields that you want to display as series (items shown in the legend (legend: A box that identifies the patterns or colors that are assigned to the data series or categories in a chart.)) to the area labeled Drop Series Fields Here.
    3. Drag fields that you want to use as page fields to the area labeled Drop Page Fields Here.
    4. Drag fields that contain the data that you want to compare or measure to the area labeled Drop Data Items Here.

      Only fields that have the Field icon or Data field icon icon can be dragged to this area.

    5. To rearrange fields, drag them from one area to another. To remove a field, drag it out of the PivotChart report.

    Note  If data is very slow to appear as you lay out the report, click the associated PivotTable report (associated PivotTable report: The PivotTable report that supplies the source data to the PivotChart report. It is created automatically when you create a new PivotChart report. When you change the layout of either report, the other also changes.) for the PivotChart report and then click Always Display Pivot Items Button image on the PivotTable toolbar to turn off initial data display. If retrieval is still very slow or error messages appear, click the associated PivotTable report for the PivotChart report, click PivotTable and PivotChart Report on the Data menu, and then lay out the report in the wizard.

    ShowLay out the report in the wizard

    If you've exited from the wizard, click PivotTable and PivotChart Report on the Data menu to return to it.

    1. In step 3 of the wizard, click Layout.
    2. From the group of field buttons (field button: Button that identifies a field in a PivotTable or PivotChart report. You can drag the field buttons to change the layout of the report, or click the arrows next to the buttons to change the level of detail displayed in the report.) on the right, drag the fields that you want to display on the category axis onto the ROW area in the diagram.
    3. Drag fields that you want to display as series (items shown in the legend (legend: A box that identifies the patterns or colors that are assigned to the data series or categories in a chart.)) onto the COLUMN area.
    4. Drag the fields that contain the data that you want to compare or measure onto the DATA area.
    5. Drag fields that you want to use as page fields onto the PAGE area.

      If you want Excel to retrieve external data one page at a time, so that you can work with large amounts of source data, double-click the page field, click Advanced, click Query external data source as you select each page field item, and then click OK twice.

    6. To rearrange fields, drag them from one area to another. Some fields can only be used in some of the areas; if you drop a field in an area where it can't be used, the field won't appear in the area.
    7. To remove a field, drag it out of the diagram.
    8. When you are finished laying out the report, click OK, and then click Finish.
    9. If you want, change the chart type and options to customize your chart.

      ShowHow?

      1. Click the chart sheet (chart sheet: A sheet in a workbook that contains only a chart. A chart sheet is beneficial when you want to view a chart or a PivotChart report separately from worksheet data or a PivotTable report.).
      2. Click Chart Wizard Button image, and then select the chart type you want.
      3. Click Next, and then select the options you want for titles, axes (axis: A line bordering the chart plot area used as a frame of reference for measurement. The y axis is usually the vertical axis and contains data. The x-axis is usually the horizontal axis and contains categories.), gridlines, legend, data labels (data label: A label that provides additional information about a data marker, which represents a single data point or value that originates from a worksheet cell.), and data table.

ShowTip

If you don't want to see the associated PivotTable report (associated PivotTable report: The PivotTable report that supplies the source data to the PivotChart report. It is created automatically when you create a new PivotChart report. When you change the layout of either report, the other also changes.) for your PivotChart report, you can hide it. Click the worksheet containing the PivotTable report, point to Sheet on the Format menu, and then click Hide.

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