Home > Pivot > Layout > Pivot Chart Pivot Chart Source DataHow to create a pivot chart with shortcut keys, or create a pivot chart from source data, before making a pivot table. See how to change pivot chart source data, to connect to a different pivot table. Video and written steps. |
To quickly create a pivot chart, you can use keyboard shortcuts, as shown in this short video tutorial.
The written instructions are below the video.
To quickly create a pivot chart, you can use one of the following keyboard shortcuts.
The new pivot chart will be automatically created using the Excel workbook's default chart type.
After the pivot chart is created, you can change it to a different chart type, and adjust the chart's formatting.
For example, in the chart below:
Tip: For help with numbers in the pivot chart, go to the Pivot Chart Number Formatting page
In Excel 2013 , you can create a pivot chart directly from the source data, without creating a pivot table first.
NOTE: For Excel 365 instructions, go to the next section.
Watch this short video, to see how it works, and the written steps are below the video.
Follow these steps to create a pivot chart in Excel 2013, from the source data, before making a pivot table.
NOTE: For Excel 365 instructions, go to the next section.
The pivot chart will be inserted on a new worksheet, and its connected pivot table will be created on the same sheet.
Follow these steps to create a pivot chart in Excel 365, from the sourcedata, before making a pivot table.
When you click OK,
Follow these steps to add fields to the pivot chart and pivot table
In this example,
To see which pivot table a pivot chart is connected to, you can follow these steps to see the data source information:
In an Excel file, you might have a couple of pivot tables on different worksheets.
If you spend time creating a pivot chart for one of those pivot tables, you might want an identical pivot chart for the pivot table. That would save you lots of time!
Unfortunately, there's no built-in way to make a copy of a pivot chart, and link it to a different pivot table. Unlike a normal Excel chart, you cannot change data source in a pivot chart.
However, if you watch the video below, you'll see a workaround for this problem. The written instructions are below the video, showing how to copy a pivot chart, and connect it to a different pivot table.
The written steps below show how to copy a pivot chart, and connect it to a different pivot table. There are just a few easy steps!
The first step is to copy the pivot chart, and paste it into a different workbook, temporarily.
This will unlink the pivot chart from its original PivotTable:
By copying the pivot chart, and pasting it into a new workbook, you unlinked it from the original pivot table.
To check the chart, and see that it is unlinked, follow these steps:
Also, when the pasted chart is selected, the Excel Ribbon shows "Chart Tools" now, instead of "PivotChart Tools" .
Next, to link the pivot chart to a different pivot table, you'll move the new pivot chart, and set its source data.
You will have 2 workbooks open:
A) First, to move the pivot chart back to the original workbook, follow these steps:
B) To connect the pivot chart to the target pivot table, follow these steps:
The unlinked, static chart automatically changes back to a pivot chart, connected to the pivot table that you set as its new source.
If you open the Select Data Source window again, you'll see the reference to the new pivot table.
Download the Excel workbook to try techniques shown on this page. The zipped Pivot Chart Source Data workbook is in xlsx format, and does not contain macros.
An Excel pivot chart layout is tied to the layout of the pivot table it's connected to. If you change the pivot chart layout, the pivot table will also change, and vice versa.
Before you make changes, you can use a macro to list all fields currently in the pivot chart layout. To get the VBA code, and a sample workbook with the code module, go to the Pivot Chart Macros page.
Last updated: October 30, 2022 2:08 PM