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CHAPTER 11 CREATING A PIVOT CHART
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Creating a Variable Chart Title
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Soon after you send the chart, the sales manager calls to ask whether you can create a similar chart for each of the product types. Perhaps the other product types also have declining sales and should be discussed at the sales meeting. Instead of creating separate charts, you ll show the sales manager how to select a different product type during the meeting. You ll change the chart title so it will show the name of the selected product type. To make the chart title variable, you ll create a formula on the pivot table worksheet, and then you ll link the chart title to that cell. 1. On the Pivot_Years worksheet, select cell F1. You ll use this cell to create a formula that shows the name of the selected product type and the rest of the text for the chart title. 2. Type an equal sign, and then click cell B1, which contains the product type name. 3. Type the rest of the formula, which is & -- Units Sold , as shown in Figure 11-27.
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Figure 11-27. Formula for variable chart title 4. Press the Enter key to complete the formula, and activate the Chart_Years sheet. 5. In the pivot chart, select the chart title. 6. Type an equal sign, then activate the Pivot_Years sheet, and finally click cell F1, which contains the formula. 7. Press the Enter key to complete the link in the chart title. The chart title will remain the same, because Bars is still selected as the product type. The title will change when a different product type is selected. 8. To select a different product type, click the Report Filter drop-down on the PivotChart Filter Pane, and click Cookies. The chart title changes to show that Cookies is the selected product type, and the lines show the monthly quantities of cookies sold. During the meeting the sales manager will be able to select any product type from the PivotChart Filter Pane and lead a discussion on that product type s sales results. Instead of creating four separate charts, one for each product type, you were able to create a dynamic chart that can be changed with the click of the mouse during the meeting. It will be easier for the sales manager to work with one chart, instead of several, and you saved considerable time in preparation.
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CHAPTER 11 CREATING A PIVOT CHART
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Exploring Other Pivot Chart Features
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When you select a pivot chart, four tabs with pivot chart commands are available on the Ribbon on the PivotChart Tools tab. In the examples in this chapter you used some of these commands to format and design the pivot charts, and many others are left for you to explore on your own. When you create a pivot table, experiment with the options and features that are available, and see what works best to enhance your pivot charts. For example: On the Layout tab, use the Data Table command to show the values that are represented in the chart in a table format. This works best if there are very few values and the table is not too crowded to be legible. On the Format tab, use the Shape Styles and WordArt Styles to add color, effects, and font formatting to the pivot chart. You can use these features in moderation to highlight a specific part of the pivot chart or add an eye-catching brief comment. On the Layout tab, use the Axes and Gridlines commands to change the appearance of these elements. You can make the grid lines a lighter color so they are less intrusive on the chart, or you can format the text and numbers on the axes to use the space effectively. Try to keep the chart s message clear, though, and not buried under a load of unnecessary formatting and frills.
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In this chapter, you created pivot charts to illustrate the data in a pivot table. This can make the data easier to understand and provides a visual comparison of the data. First, you created a default pivot chart by pressing the F11 key. Then, you used the Chart Styles gallery and the Chart Layout gallery options to change the appearance of the pivot chart. You changed the chart type to show related items in a single column, instead of multiple columns. After making the changes, you viewed the pivot table to see that the pivot chart changes had also affected the pivot table on which it was based. You also created a pivot chart by using the Ribbon commands and modified it to show multiple series, instead of a single series. You formatted the series to remove the markers and added a chart title. You moved the chart legend and then resized and moved the pivot chart. You added data labels to show the numeric value of the last points in each of the series lines and added trend lines to show whether sales were increasing or decreasing over each year. Finally, you entered a formula on the worksheet and linked the chart title to that cell. This created a dynamic chart title, which will change when the chart filter is changed. With these tools, you have a powerful tool for data analysis that can be changed with one click of the mouse.
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