NOTE: If your pivot table and pivot chart DO NOT have a Years field, go to the next section, to add years and months. We want to compare work orders for each month, year over year. This screen shot is from Excel for Office 365, with its default option settings, where dates are automatically grouped by year. Years field is collapsed, so the individual work dates aren't listed.OR a new field named Years, showing years from the source data (in the screen shot below).all the dates listed individually (as shown in the video).Excel automatically adds this date field to the Axis fields (Categories).ĭepending on your Excel version, and your option settings, the pivot table and pivot chart might show:.In the PivotChart Fields list, add a check mark to the WorkDate field.Next, follow these steps to add the Work Date field, so the work order count can be compared year over year. If you change the layout of the pivot table, the same changes are applied to the pivot chart layout, automatically.If you change the layout of the pivot chart, the same changes are applied to the pivot table layout, automatically.The WO count is also added to the pivot table, automatically.Because the Work Order codes are text, the value is summarized with a count of the orders.The screen shot below shows the pivot table and pivot chart, after you add the WO field. At the right, in the PivotChart Fields list, right-click on WO.Select the pivot chart - if it's not already selected.DO NOT check the box for "Add this data to the Data Model" - that will prevent groupingĪfter you click OK, an empty pivot table and pivot chart are added to your workbook.įollow these steps to add a count of the work orders (WO field).Next, in the Create PivotChart window, the table name (WorkOrders) should automatically appear in the Table/Range box.On the Excel Ribbon, click the Insert tab.Select any cell in the work orders table.In this example, there is a named Excel table with 2 years of data from service calls at a manufacturing company.įrom this data, we want compare the number of service call work orders completed each month, year over year.Ī pivot table will summarize the work order data, and a pivot chart will show a visual summary.įollow these steps to create the pivot table and pivot chart, both at the same time.
Pivot chart from pivot table in excel for mac 2011 full#
The full transcript is at the end of the page. To see the steps for comparing years in an Excel pivot chart, watch this short video. If you’re summarizing the data by date, you’ll usually need to group the date field, to get a chart that’s easy to read. A pivot table is a quick and effective way to summarize data, and you can also create a pivot chart, to show a visual summary.
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