How to Create a Pivot Chart in Excel Sheet? 5 Helpful Steps

In this tutorial, you will learn the essential steps of how to create a pivot chart in Excel sheet. A pivot chart is a dynamic presentation of pivot tables. A pivot chart provides a useful way to understand and graphically summarize complex data or information. Whether you’re dealing with sales figures, financial data, or any dataset requiring visual insights, learning the presentation of data in pivot charts in Excel is very important.

This useful guide is for you to enable you to convert your spreadsheet data into fascinating and interactive visualizations that enhance your ability in Excel data presentation.

How to Create a Pivot Chart in Excel Sheet?

Below are the step-by-step instructions on how to create a Pivot Chart in Excel sheet:

1. Open your Excel Spreadsheet:
   Start Microsoft Excel and open the appropriate spreadsheet file that contains the information you want to represent visually.
2. Create a Pivot Table:
   If you do not already have a Pivot Table created for your data, do so now with the appropriate range for your data.
   • Go to the “Insert” tab.
   • Click on “Pivot Table” and complete the necessary fields for the Pivot Table you have created.
3. Select Your Pivot Table:
   • Click anywhere inside of your Pivot Table to activate it for use.
   • Again, go to the “Insert” Tab.
   • Click on “PivotChart.” This will give you a dialog window to use to select the Chart Type (Bar Chart, Line Chart, Pie Chart) you would like to create as well as the specific Subtype selection you will use.
4. Select Chart Options:
   Within Chart Options that will open to you, specify where you want to position your chart (new worksheet or existing worksheet) and the specific fields from your Pivot Table that you want to use within your chart.
5. Click “OK”:
   After selecting your preferences for your chart, click OK. Excel will create your Pivot Chart based on the options selected.
6. Customize your Chart:
   After selecting your Pivot Chart, use the Chart tools located in the Excel ribbon to customize the look of your chart. Adjust colors, labels, titles and any chart element according to your preferences.
7. Using the Pivot Chart:
   Your Pivot Chart has become interactive! You can now use different elements on the chart for filtering or drilling down into specific pieces of information. Interactivity allows you to perform more detailed analysis of your data.
8. Refresh your data:
   If your source data has changed, right-click on the chart and select the “Refresh” option; thereby updating your Pivot Chart with your updated data from your source.
9. Save & Share:
   To preserve your Pivot Chart, save your Excel file. Your colleagues will have complete access to interact with the Pivot Chart without needing to create a new Pivot Chart or have access to your original data.

You can create a Pivot Chart in your Excel worksheet from the steps above and present your data in a visual manner that allows you to better understand your data by analyzing trends, comparing patterns, and making data-driven decisions. This dynamic opportunity is an excellent option for providing an interactive representation during any type of presentation, report, or any data-driven decision-making process.