Pivot tables are a quick way to summarize your data, and they have another advantage too. After you build the pivot table, it’s easy to change pivot table layout, to get a different type of summary. Watch the video below, and get the free workbook.
If you plan to build a pivot table, check the source data first, to make sure you have it set up correctly. If there is a heading for each month’s sales, instead of just one column where all the amounts are stored, that won’t work well in a pivot table. You need to “unpivot” your data first, and you can use a macro to unpivot Excel data.
When you put value fields into a pivot table, it automatically adds text to the headings, such as “Sum of Quantity”, if the field name is Quantity. You can manually change those headings, to remove the extra text, if there are only a few of them. If there are lots of fields to change, it’s quicker to remove that text with a macro.
If you try to show hundredths of second, or tenths of second in pivot table, you might have trouble. Usually, the times are rounded, and there is a zero, instead of numbers, for the tenths and hundredths.
See how to fix that pivot table time problem, so that the numbers are displayed correctly.
After you create a pivot table, you can insert a pivot chart, based on that pivot table. In this example, the chart shows sales data, per city, over two years. See how to change the chart layout, after you build it.
Top 10 Filters are a quick and easy way to focus on key items in a pivot table. Instead of looking at all the data, hide everything except a set number of top or bottom items.
In the screen shot below, you can see the Pivot Table Top 10 Filter dialog box. There are four drop down lists, where you can change the settings, but Excel won’t let you link to a worksheet cell, like it does in some dialog boxes.
When you create a new pivot table in Excel, it uses the Compact Layout, by default. That layout has all the row fields in a single column, with each field slightly indented from the previous field. You can read more about the Compact Layout on my Contextures website.
NOTE: If you have my PivotPower Premium add-in installed, you can select a layout in your Preference Settings. That makes it easy to apply all your favourite settings to a new pivot table, or any existing pivot tables.
Long ago, there was a Chart Wizard in Excel, and it had some built-in Combination Chart Types, like Column-Line. The Chart Wizard disappeared in Excel 2007, along with the combo chart type options.
You could still create combo charts in Excel 2007 and 2010, but it wasn’t quite as obvious how to do that.
Combo Charts in Excel 2013
In Excel 2013, it’s easier to change a chart to a combo chart.
- Right-click on the chart, and click Change Chart Type
- At the left, select Combo as the category
- At the top, select one of the built-in combo types, or click the last option, to create a custom combo type.
- At the bottom, you can change the chart type for any series, and select which series to plot on a Secondary axis.
- Click OK when you’re finished, to see the completed chart on the worksheet.
Download the Sample File
You can download the sample file for this tutorial from my Contextures website: Pivot Chart Tutorial
Watch the Video
To see the steps for creating a pivot chart, and changing it to a combination column-line chart, please watch this short video.
Or watch on YouTube: Create Column Line Chart for Excel 2013 Pivot Table
When you create a pivot table in your workbook, the source data records are saved in a special memory area – a pivot cache. Then, when you close the file, Excel can save the source data in this pivot cache, or clear that memory.
Keep reading, to see how you can change this setting, and learn the advantages and disadvantages of either choice.
Note: If you want to re-create the source data, see: Re-create the Source Data
A frequent question about pivot tables is how to create one from data on different worksheets, or even in different file. Last week, I updated my page on this topic, which shows several ways you can accomplish this goal.
- Multiple Consolidation Ranges
- Microsoft Query
- Power Query