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CHAPTER 10 PIVOT CHARTS
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a column chart would have one column for each store s sales in each category. All the columns would be the same color. If you move the Store field to the Column Labels area and create a pivot chart, each store would be a series, with a different colored column for each store. You could compare the sales of each category, to see which store had the best or worst sales. If, instead, you move the Category field to the Column Labels area and create a pivot chart, each category would be a series, with a different colored column for each category. You could compare the sales at each store, to see which category had the best or worst sales. In this example, the presentation is to the store managers, who may be interested in how well their stores are performing, compared to the other stores. 1. In the pivot table, move the Store field to the Column Labels area, and leave the Category field in the Row Labels area. 2. To create a pivot chart, select a cell in the pivot table, and on the Ribbon, click the Options tab. 3. In the Tools group, click PivotChart. 4. The Insert Chart dialog box opens, where you can select a chart type and subtype. For this chart, select a Column chart type, and a Clustered Column subtype, and then click OK. A column chart is a good choice if you are comparing sets of numbers, as in this case, where you want to compare the total sales for each category at each store. This creates a pivot chart on the same worksheet as the pivot table (see Figure 10-1). Each store is represented by a different color column, with the colors and store numbers shown in the chart s legend. The category names appear on the horizontal axis at the bottom of the chart, and you can see which store had the best or worst sales for each category. The height of each bar represents the quantity sold in each store, for each category. Because the pivot table is filtered to show the East region s sales, the pivot chart is also filtered.
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Figure 10-1. The pivot chart shows sales per category. It may take some experimentation, moving the fields to different areas of the pivot chart, but try to create a chart that presents a limited amount of data, in a clean and simple chart layout. To see the different layouts available with the Store, Category, and Quantity fields, try the following:
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CHAPTER 10 PIVOT CHARTS
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1. With the pivot chart selected, move Store to the Axis Fields (Categories) area, below Category. This creates one series, with the legend entry of Total. All the columns are blue, and two sets of labels are on the horizontal axis. The category names are the outer labels on the axis, and store numbers are the inner labels. This layout lets you compare the sales for all categories at all stores, but the horizontal axis is crowded, and the single color makes the chart difficult to read at a glance. 2. Move Store above Category in the Axis Fields (Categories) area. This creates one series, with blue columns, and the legend entry of Total. The store numbers are the outer labels on the horizontal axis, and category names are the inner labels. This layout lets you compare the sales for all stores and all categories, but the horizontal axis is crowded, and the labels are hard to read. 3. Move Category to the Legend Fields (Series) area. This creates a different colored series for each category. The store numbers are labels on the horizontal axis, and you can compare how well the categories sold, within each store. 4. Move Store to the Legend Fields (Series) area, above Category. This creates a different colored series for each store s sales of each category. The legend contains a lengthy list of store and category names, and the chart is crowded and difficult to read.
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