Excel pivot table class9/10/2023 ![]() ![]() Now you're getting this two-tone color because we used data bars, and we applied two different types of data bars. I'll take this chart and move it over to the side so we're not blocking the pivot table. I'll click on it, and I'm going to create a Clustered Column Chart, very first one that's offered. Go to the PivotTable Analyze tab, and over in the tools group, you'll see Pivot Chart. ![]() All you need to do is click anywhere within the pivot table. Now it's actually much easier to create a pivot chart. I'll click the final OK, and there we have something that looks like a chart, but it's not really a chart. We'll go to Conditional Formatting, choose Manage Rules, and I'm going to select each data bar and choose the option to Show Bar Only. The one thing that we could do to improve this is remove the dollar amounts because we already have that in the Total Sales column. And we're in a way creating a bar chart inside of the pivot table. I can see the data has been charted, sort of, using data bars. I'd go to Conditional Formatting, Data Bars. ![]() Now I'll go and select the values for the cities, I'll select the first three, press Control, select the next three, next three, and finally, the last three. For my particular conditional formatting, I'll choose red as the initial color. Then I'll head over to the home tab, choose Conditional Formatting, Data Bars, and I'll choose Solid Fill. So I'll start with the East, and then I'll press on the Control key and click on the Midwest amount, the South amount and the West amount. So what we'll do next is apply conditional formatting by highlighting the amount, the total, for each region first. Then I'll call this Total Sales, and I'll call this Data Bars, because we are going to use data bars to visually represent the values we have in the Total Sales column. Maybe I'll right-click here and choose Number Format, Currency. Now I can add some formatting to this if I'd like. So I can click the checkbox and revenue will go there once, and then I can drag it and bring it in there a second time. I'd like to bring in Region first and then City, and then I'll bring in Revenue twice. So now that pivot table is in the shaded cell in my worksheet, I can start building the pivot table. This adds the location of that cell into the location area, and then I can click OK. I'm going to create that pivot table in this existing worksheet, so I'm going to choose that second option from "Choose where you want the PivotTable report to be placed." I'll click in the Location input box, and then click on the gray cell. I'll move over to the tools group and click Summarize with PivotTable. It might be worded differently depending on the version of Excel you have. A simple shortcut to do that is Control T, I'll press enter, and now I've created the table. We recommend that you convert the data to a table before creating a pivot table. So this is our table of information that we would like to convert to a pivot table. We're going to create a pivot chart, but before we do, we're going to create something that looks like a pivot chart using conditional formatting. Pivot charts are dynamic graphical representations of pivot table data that work in tandem with pivot tables. For those outside New York, find and compare the best Excel classes near you or online Excel classes. Pivot Tables and Pivot Charts are covered extensively in our NYC Excel classes. ![]()
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