Create Pivot Table & Chart

Excel 2010 has an option of creating pivot table, as name implies it pivots down the existing data table and tries to make user understand the crux of it. It has been extensively used to summarize and glean up the data. Contrasting to Excel 2007, Excel 2010 provides very easy way to create pivot tables and pivot charts.

For better understanding, we will use an excel worksheet filled with simple sample data, with four columns; Software, Sales, Platform and Month as shown in screenshot below.

To start out with making pivot table, make sure that all rows and columns are selected and record (row) must not be obscure or elusive and must be making sense. Navigate to Insert tab, click PivotTable.

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You will reach Create Pivot Table dialog box. Excel fills in data range from first to last selected columns and rows. You can also specify any external data source to be used. Finally choose worksheet to save the pivot table report. Click OK to proceed further.

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Pivot table will appear. Now we will populate this table with data fields which is being present at the right side of the Excel window. Excel 2010 has changed the way you insert pivot table when compared with Excel 2007 where dragging and dropping did the trick. Just enable the field’s checkboxes seen at the right side of the window and Excel will automatically start populating pivot table report.

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We start off with enabling Platform field, and then other fields. Excel start filling cells in a sequence you want to populate. The Platform field will come first in the Pivot Table as shown in screen shot.

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If you want to populate in a different way, just change the sequence.

For Instance: In order to summarize data by showing Month field first and then other fields. Enable Month field first and then other fields.

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For more filtering options, click on Row Labels drop-down button, you will see different options available to filter down and summarize it in more better way.

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For creating chart of pivot table, go to Insert tab, click Column select an appropriate chart type. In this example we will create a simple 3-D Column chart.

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Excel will create chart out of your data. Now resize it for a better view. Chart content can be changed by using the options at the bottom-left of its area.

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For Instance: If we want to view software apps developed only in .NET platform, simply click Platform button, and select .NET from the its options and then Click Ok

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Pivot Table and Chart will only show software and month in which .NET platform is used for development.

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Now you can create more filtered and dapper-up charts by using pivot table report. Usage of pivot table and chart not ends here, it is an ever growing feature of excel and has endless dimensions.

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About Alyse Kalish

Alyse Kalish
As an Associate Editor for The SalesJobInfo, Alyse is proud to prove that yes, English majors can change the world. She calls many places home, including Illinois where she grew up and the small town of Hamilton where she attended Colgate University, but she was born to be a New Yorker. In addition to being an avid writer, Alyse loves to dance, both professionally and while waiting for the subway.

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