Pivot Chart Notes for MS Excel
1. What is a Pivot Chart?
A Pivot Chart is a visual representation of a Pivot Table. It allows you to graphically analyze and
present data summaries created from Pivot Tables. Pivot Charts are dynamic — when you update or
filter the Pivot Table, the chart updates automatically.
2. Benefits of Using Pivot Charts
• Visually present summarized data.
• Easy to analyze trends, patterns, and comparisons.
• Interactive filtering through Slicers or Chart Filters.
• Dynamic updates when the underlying Pivot Table changes.
3. How to Create a Pivot Chart
1. Create a Pivot Table with your data.
2. Click anywhere inside the Pivot Table.
3. Go to the Insert Tab → Select a Chart type under the Charts Group.
4. Excel will create a Pivot Chart linked to the Pivot Table.
5. Use the Chart Filters Pane to filter data visually.
6. Format the chart using Chart Design and Format Tabs.
4. Pivot Chart Components
Component Description
Chart Area The entire area of the chart including all elements.
Plot Area The area where data series are plotted.
Legend Displays what each color or pattern represents.
Axis (X & Y) Represents categories (X-axis) and values (Y-axis).
Chart Filters Allows filtering of data points directly from the chart.
Field Buttons Interactive buttons on the chart to filter or rearrange data.
5. Types of Charts Suitable for Pivot Charts
• Column Chart
• Bar Chart
• Line Chart
• Pie Chart
• Area Chart
• Combo Chart
6. Customizing Pivot Charts
• Change Chart Title: Click on title → Edit text.
• Format Axis Labels and Data Series.
• Add Data Labels for detailed values.
• Use Slicers for visual filters.
• Change Chart Type via Chart Design Tab → Change Chart Type.
• Hide Field Buttons if not needed (Right-click on button → Hide All Field Buttons).
7. Differences Between Pivot Chart & Normal Chart
Pivot Chart Normal Chart
Linked to a Pivot Table Linked to raw data cells
Supports interactive filters (Slicers, Buttons) No interactive filters
Automatically updates with Pivot Table Requires manual updates if data changes
Supports multi-level grouping easily Limited to predefined chart data
8. Best Practices for Pivot Charts
• Use structured data with clear field names.
• Use Slicers for better visual filtering.
• Ensure Pivot Table is properly summarized before creating a chart.
• Limit excessive categories for readability.
• Choose appropriate chart types for data being analyzed.