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Data Analysis Job Aid Pivot Chart

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19 views20 pages

Data Analysis Job Aid Pivot Chart

Uploaded by

abduyusuf101
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Data Analysis Job Aid

How to Create a Pivot Chart


In Microsoft Excel 2016

Data Analysis: Working with Pivot Charts 1


Steps for Creating a Pivot Chart

1
Use any Excel
spreadsheet
Step 1:
containing raw data
Place mouse
cursor in ANY
cell that
contains data.

Data Analysis: Working with Pivot Charts 2


Steps for Creating a Pivot Chart

1 2
Step 1: Step 2:
Place mouse Click on the
cursor in ANY “INSERT”
cell that menu tab
contains data

Data Analysis: Working with Pivot Charts 3


Steps for Creating a Pivot Chart

1 2 3
Step 1: Step 2: Step 3:
Place mouse Click on the Click the
cursor in ANY “INSERT” down arrow
cell that menu tab on “Pivot
contains data Chart”

Data Analysis: Working with Pivot Charts 4


Steps for Creating a Pivot Chart

1 2 3 4
Step 1: Step 2: Step 3: Step 4:
Place mouse Click on the Click the Select “Pivot
cursor in ANY “INSERT” down arrow Chart & Pivot
cell that contains menu tab on “Pivot Table
data Chart”

Data Analysis: Working with Pivot Charts 5


Steps for Creating a Pivot Chart 3 4

5 6
Step 6:
Step 5: New Pop Up Window
Select “OK”
a. Microsoft highlights all cells
containing data. (Notice green
dashed lines around boundaries
of data cells)
b. Microsoft gives us the option to
place the Pivot Chart in a New
Worksheet

Data Analysis: Working with Pivot Charts 6


Steps for Creating a Pivot Chart 2 3 4

7
Step 7:
Microsoft creates the
Pivot Chart along with
the Pivot Table in a
new worksheet named
“Sheet 1”.
Notice the “Raw Defect
Data” sheet, your
original data file,
remains unaffected.

Data Analysis: Working with Pivot Charts 7


Steps for Creating a Pivot Chart

CONGRATULATIONS !!! You successfully created a Pivot Chart in Microsoft Excel 2016

But wait…the Pivot Chart is


BLANK. How do I actually make
a CHART out of this blank tool?

Data Analysis: Working with Pivot Charts 8


Steps for Creating a Pivot Chart

The secret to actually creating a


chart with values is in the lower
right corner of the “Pivot Chart
Fields” list
Data Analysis: Working with Pivot Charts 9
Steps for Creating a Pivot Chart

These selections
represent the metadata
column headings in your
Raw Data worksheet (the
data you will chart)

This is where we place


data to create the picture
(a.k.a. the chart)

Data Analysis: Working with Pivot Charts 10


Steps for Creating a Pivot Chart

FILTERS quadrant :
Leave BLANK as a
Beginner. This is a
somewhat advanced
feature.

Data Analysis: Working with Pivot Charts 11


Steps for Creating a Pivot Chart

VALUES quadrant : This


is where you place data Before attempting to
that represents WHAT make a chart you should
you are measuring. have an idea of WHAT
In this example we will measure you want to measure
quantity of defects from the raw
defect data.

Multiple items in
the “Values” block
Place only can result in a bad
1 thing chart
In chart making terms this “Values”
box represents the “Y” axis of a chart here

Data Analysis: Working with Pivot Charts 12


Steps for Creating a Pivot Chart

Multiple items in the


“AXIS” block are
encouraged to help
describe the data in
AXIS quadrant
more detail
This is where we place
data selections to
represent TIME or to
DESCRIBE the data we In chart making terms this “AXIS”
box represents the “X” axis of a chart
selected for “VALUES”

Data Analysis: Working with Pivot Charts 13


Steps for Creating a Pivot Chart

Multiple items in the


“LEGEND” block can
LEGEND quadrant :
make the chart
Can be utilized to add confusing. It’s best to
further definition use only ONE value/field
(hierarchy) to the data
that is charted.

Data Analysis: Working with Pivot Charts 14


Steps for Creating a Pivot Chart

Let’s see what happens when we begin to populate the pivot chart

Data Analysis: Working with Pivot Charts 15


Steps for Creating a Pivot Chart

First we need data for the “Y” axis, something to measure

We could use any of the


“QTY” data fields but this is
where we ask “What do we
want to measure?”

Data Analysis: Working with Pivot Charts 16


Steps for Creating a Pivot Chart

We want to measure the quantity of defects so we drag and


drop “Qty Defects” into “VALUES”.

Notice how the chart


now displays a
column representing
the SUM of all the
defects from the raw
data

Data Analysis: Working with Pivot Charts 17


Steps for Creating a Pivot Chart

To further enhance the Replace “Total” in the chart title box with a description of the time period
chart and give it MORE this chart represents.
CONTEXT we’ll drag and
drop “Defect Description”
from the “Pivot Chart
Fields” selection to the
lower left “AXIS” column.
When we do this the
chart separates the
defects by their
description. We then
modify the chart title box
to describe what the
picture of the data
represents.

Data Analysis: Working with Pivot Charts 18


Steps for Creating a Pivot Chart

We have now created a REMEMBER


basic column chart in …a chart by
itself is NOT
Microsoft Excel !!!! Data Analysis

We can enhance this chart


using various options in
Excel but that’s another topic
for another time.

Celebrate your SUCCESS !!

Data Analysis: Working with Pivot Charts 19


Additional Resources

Recommended Skillport Classes for Microsoft Excel: The hours


spent on
1. Microsoft Excel 2016 Essentials: Creating, Editing and Saving Workbooks (1 hr, 4 mins)
these courses
2. Microsoft Office 2016 Intermediate Excel: Working with Data (1 hr, 5 mins) count toward
3. Microsoft Excel 2016 Essentials: Formatting Data (54 minutes) your DAWIA
4. Microsoft Excel 2016 Essentials: Data Presentation Strategies (48 minutes) requirement
5. Microsoft Excel 2016 Essentials: Charts, Tables and Images (57 minutes) for
6. Microsoft Office 2016 Intermediate Excel: Pivot Tables and Advanced Charts (52 minutes) Continuous
Learning
points

Data Analysis: Working with Pivot Charts 20

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