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Impara Pivot Charts | Analisi Dei Dati Come un Professionista
Avventura Excel

Pivot Charts

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A regular chart is connected to a fixed cell range. A pivot chart is connected to a pivot table. This distinction changes everything about how it behaves: when you change the pivot table — adding a field, applying a filter, changing a grouping — the chart updates immediately to reflect the new structure. There is no data range to manually adjust, no series to redefine.

Creating a Pivot Chart

How Fields Map to the Chart

  1. Rows → X-axis labels (Values appear along the horizontal axis — months, categories, stores);
  2. Columns → Series / legend (Each unique value becomes a separate line or bar group);
  3. Values → Y-axis / bar height (Controls what is measured — height of bars or position of points);
  4. Filters → Chart filter (Filtering the pivot table immediately narrows what the chart shows).
Note
Note

Adding new rows to the source table does not update the pivot chart automatically. You must refresh the pivot table — which simultaneously refreshes the chart.

PivotTable Analyze → Refresh | right-click pivot table → Refresh

Task

  1. Create a PivotChart (Column)

    Click anywhere inside your PivotTable. Go to PivotTable Analyze → PivotChart and select Clustered Column, then click OK.

  2. Change the perspective

    In the PivotTable, move Category to Columns and Store to Rows (or reverse them).

  3. Create a trend view (Line Chart)

    Ensure Order Date (grouped by Month) is in Rows and Revenue remains in Values. Insert a Line PivotChart.

  4. Apply a filter

    Drag Salesperson into Filters and select one (e.g., Emily Carter).

  5. Move the chart to a dashboard

    Select the chart and move it to a new or clean worksheet.

question mark

You create a PivotChart showing Revenue by Category, then move Category from Rows to Columns. The chart changes orientation, but totals remain the same. What does this confirm?

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Sezione 5. Capitolo 5

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Sezione 5. Capitolo 5
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