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Pivot Chart Tips
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3 Useful Tips for the Pivot Chart

In this article, you will learn 3 useful tips for the Pivot Chart. Using these tips you can create an interactive Excel Dashboard.

Learn and download interactive Excel Dashboard free of cost-

Add the fields in Axis and Values
To add the Pivot Chart in Excel just select the data and go to chart Insert tab >> Pivot Chart. You can insert the pivot chart on the new worksheet or existing worksheet.

Insert a Pivot Chart
Insert a Pivot Chart

Add the fields in Axis and Values in Pivot chart-

Add the fields in Axis and Values

Below is the list of useful Pivot Tips:

Tip #1: Add Expand/Collapse button on the Chart:

We can add a expand and collapse button on a Pivot chart so that we can expand the chart to the next level hierarchy.
For example- we can show the Agent and Supervisor wise chart or Year and Quarter-wise chart.

Tips for the Pivot Chart
Tips for the Pivot Chart

To add this expand/collapse button you can follow the below steps-

  • Select the Pivot Chart and go to the PivotChart Analyze.
  • Go to the Fields Buttons.
  • Check the Expand/Collapse Entire Field Buttons
Add Expand/collapse button
Add Expand/collapse button

Tip #2: Add Filter Buttons on the chart

Filter buttons are useful to filter the data on the chart. These buttons can be available on the Chart.

Filter Buttons on the chart
Filter Buttons on the chart
  • You can add the Filters box in Pivot Charts Fields
  • In the Field Buttons, Check the Show Report Field Buttons
Add Filter Buttons on the chart
Add Filter Buttons on the chart

 

Tip #3: Connect with the Slicer

  • Select the Pivot Chart and go to the PivotChart Analyze.
  • Click on Insert Slicers
  • Select the Field name in the Insert Slicers window.

 

Connect with Slicers
Connect with Slicers

Visit our YouTube channel to learn step-by-step video tutorials

Youtube.com/@PKAnExcelExpert

Watch the step by step video tutorial:

 

PK
Meet PK, the founder of PK-AnExcelExpert.com! With over 15 years of experience in Data Visualization, Excel Automation, and dashboard creation. PK is a Microsoft Certified Professional who has a passion for all things in Excel. PK loves to explore new and innovative ways to use Excel and is always eager to share his knowledge with others. With an eye for detail and a commitment to excellence, PK has become a go-to expert in the world of Excel. Whether you're looking to create stunning visualizations or streamline your workflow with automation, PK has the skills and expertise to help you succeed. Join the many satisfied clients who have benefited from PK's services and see how he can take your Excel skills to the next level!
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