Make Dynamic Charts in Excel  Step by Step Guide ▷ 2020

Microsoft Excel is one of the most used tools by accountants, analysts, statesmen, clerks and many other professions. This is due to the ease of use, the distribution and the huge number of tools and utilities that has.

Well, it is not only used to load data and perform calculations. East program also allows to create graphs through tables used in it document.

That is no need to make a bar chart from scratch. Only with indicate what the reference values ​​are, Excel will do it for you. To learn more about this topic, we recommend the following content.

What is a PivotChart and how is it different from a normal one in Excel?

What is a PivotChart and how is it different from a normal one in Excel?

It is important to mention that there are two ways to create graphs through tables. The traditional way is done from the section “Graphics” found in the tab “Insert”. However, there is another type of graph and it is the “Dynamic graph”. It takes the data from a homonymous table.

The main difference between the two is the source of your values. As we already saw one does it from a conventional table, while the other obtains the data through of a dynamic.

Which brings us to the second important difference. The filter option. Which allows visualize, both in the table and in the graph, group of values ​​that share the same characteristics. To better understand this, look at the example image. You will notice that, in the table and graph only those who “yes” Have stock.

Learn step by step how to create and modify Pivot Charts in Microsoft Excel

If you have multiple variables in your table and you need create charts in which you can filter information, we recommend that you use the dynamic method.

To do this, you just have to follow these steps:

Create

The first thing we must do once we have finished placing data in our spreadsheet it is format it as a table. In the image we take as an example the weekly sale of a greengrocer. In which we put numerical values ​​such as the price and the quantity of sales. But also nominal such as product availability.

From this we can make the graph in this way:

  • Go to the tab “Insert”, found in the list of options.
  • In the section “Graphics” choose “Dynamic graph”.
  • By doing this, will display a small window with two alternatives. Choose “Pivot chart and pivot table” because we will use the latter to modify it later.
  • When you do the previous step, a window will pop up “Create dynamic chart”. What you should do here is tell the program where will you get the data to create the chart. In this case, we will do it with whole table.
  • At second field we must complete in what document or part of it representation will be placed. Which we will do in the same way, pressing on the cell that will serve as the upper left corner of the chart. Press “Accept to finish this step”.

Insert pivot chart Excel values

  • Doing so will display a floating box and a side honeycomb. In the first one will place the graph, while it is in the second where we will configure it.
  • For it, drag the fields that correspond to the table to the lower areas according to the case. Continuing with the example we will place the category “Vegetable” in “Axes”, “Price” Y “Sales” in “Values” Y “Stock” in filters. You can accommodate them according to your need.

Insert pivot chart Excel values

  • You can see how make up the painting as you move these elements.
  • On top from the chart, you can filter the data of the corresponding area. In the example it is “Stock”. Pressing it will show only those corresponding to the selected item types.
  • For change the values from the graph, you will have to do it first In the table that we created at the beginning.
  • To see reflected the modifications, click on the graph box with the right mouse button and choose “Update data”.
  • You can also change, add or remove categories in the side panel areas.

Personalize

Taking into account that a presentation must always be accompanied by a interesting design. Excel adds to your profits the possibility to customize pivot tables. Doing so is very simple.

Take note of these steps:

  • Select the schematic box.
  • You will see that they appear two buttons. The first offers the option of add or remove elements to the drawing. And it is symbolized by a plus sign. Pressing on it you can addFor example, a title or trend line.

Customize elements of a dynamic chart elements

  • For change visual style click on the brush icon that appears above the previous button.
  • You will see a window with two categories. In the first, call “Style” you can choose between several display alternatives. In the second, you have color palettes with which to combine your graphic.

Customize elements of a dynamic chart elements

  • As if this were not enough, pressing the secondary button about him you will access other alternatives customization.
  • These are the fill and outline colors. The first is symbolized by the traditional jar of paint and the second for a pencil. In both options you can choose between all the color variants offered by Microsoft.

Customize Elements of a PivotChart Right Button

  • It is important to mention, that you can also change chart location, with only drag it in the document.

If you have any questions, leave them in the comments, we will answer you as soon as possible, and it will also be of great help to more members of the community. Thank you! 😉

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