EXCEL 2017 MAC PIVOT CHART UPDATE

In an Excel PivotChart, we can insert a timeline to filter dates (monthly, quarterly, or yearly) in a chart to summarize sales data (This step applies when the dataset contains only date values).

In the above chart options, go to the “Data” tab and click on the checkbox “Refresh data when opening a file.” So that refresh data gets activated. The following steps can optimize this option: right-click and select the “PivotChart Options”.

EXCEL 2017 MAC PIVOT CHART UPDATE

This chart will update when we change data sets in a PivotTable.

We have an option to change the Excel chart style by clicking the “Style” icon on the corner of the chart.

Suppose we select only region values in the chart it will display each region’s total SUM sales.

We have an option to customize the PivotTable “Values.” By default, Excel uses the SUM function to calculate the values available in the table.

On the corner of the chart, we have an option to format chart elements based on the choice.

For example, when we click on the “Region” filter control, a search box appears with the list of all the regions, where we can check or uncheck boxes based on the choice.

Now, we can summarize the data with the help of interactive controls present across the chart.

Under “Change Chart Type,” select “Column.” Then, select the “Clustered Column” Chart.

Then, right-click on the PivotChart, and choose “Change Chart Type.” Under that, select the “Bar” and “Clustered” bar chart. Select “PivotChart, and” the “Insert Chart” popup window appears. Then, we can change the chart type in the “Change Chart Type” option based on choice under the “Insert” tab.

We can name this sheet “SALES_BY_REGION” by clicking on the PivotTable.

Then, we can drag and drop, i.e., “Sales_person” to the “Rows” section, “Region” to the “Columns” section, and “Sales” to the “Values” section. Next, in the PivotTable Fields pane, select the “Column” fields applicable to the Pivot Table.

“PivotChart Fields” task pane appears on the left, containing various fields: Filters, Axis (Categories), Legend (Series), and Values.

Clicking “OK” will insert PivotChart and PivotTable into a new worksheet.

Here, we always need to choose a new worksheet. By default, it selects “Table/Range,” which will ask where to place a PivotTable chart. It will ask for the options: Table/Range or Use an external data source. Then, make PivotChart, a dialog box appears, similar to the “Create PivotTable” dialog box.

Here, we have selected and created both a PivotChart and PivotTable.

So, for example, if we want only to create a PivotChart, choose “PivotChart” from the dropdown or if we are going to make both a PivotChart and PivotTable, then select “PivotChart & PivotTable” from the dropdown.

Then, select the “PivotChart” dropdown button within the “Charts” group.

Then, click the “Insert” tab within the ribbon.

We must first select the data range to create a PivotChart in Excel.

Excel 2017 mac pivot chart