More

More

Creating Stand-Alone PivotCharts in Excel 2013

by K2 Enterprises | Mar 16, 2016
Figure 1

PivotCharts are outstanding tools for helping readers to understand the information communicated in PivotTables. Some PivotTable users describe PivotCharts as graphical extensions of PivotTables because in prior versions of Excel, you needed to build a PivotTable before you could build a related PivotChart. However, beginning with Excel 2013, you can build standalone PivotCharts without an accompanying PivotTable. In this tip, you will learn how to create standalone PivotCharts, based on Excel’s Data Model feature.

Constructing a Standalone PivotChart

To construct a standalone PivotChart, begin by clicking in or selecting the data range you want to convert to your PivotChart. Then, select PivotChart from the Insert tab of the Ribbon. In the resulting Create PivotChart dialog box, check the box next to Add this data to the Data Model, as shown in Figure 1. Click OK to display the PivotChart placeholder and the Field List.

Create the PivotChart by dragging fields to the appropriate drop areas in the PivotChart Field List. Re-size, filter, and format the chart as required to complete the chart. A "hidden" PivotTable summarizes the data for this PivotChart just as for any other, but the PivotTable is contained in Excel's in-memory Data Model and is not visible to users. Furthermore, you can copy or move the PivotChart to another workbook without affecting a user's ability to modify the chart. This allows end-users to use the chart for analysis without needing any knowledge whatsoever of PivotTables.

Summary

PivotCharts are yet another fantastic feature in Excel, but go largely unnoticed by most Excel users. Perhaps this is because of the previous requirement to build a PivotTable before building a PivotChart. With that requirement vanishing in Excel 2013, there is no reason not to use PivotCharts for enhanced reporting and analytics capabilities in Excel.

For a video demonstration of this tip, please visit www.tinyurl.com/k2tips190

K2's goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. K2 works cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.

You are not allowed to post comments.

ABOUT WSCPA

The Washington Society of Certified Public Accountants is the only organization in the state of Washington dedicated to serving the professional needs of CPAs, educating consumers about CPAs and the services they provide, and encouraging students to study accounting and enter the profession.

Your Profession. Your Future. Your Advocate.

CONTACT

Washington Society of CPAs
902 140th Ave NE
Bellevue, WA 98005-3480

  • (P) 425-644-4800
  • (F) 425-562-8853

The WSCPA's business hours are 7:30 a.m. to 4:30 p.m., Monday through Friday.