【Make Dynamic Charts in Excel】Step by Step Guide ▷ 2022

Microsoft Excel is one of the most used tools by accountants, analysts, statisticians, administrators and many other professions. This is due to the ease of usethe distribution and the enormous number of tools and utilities that has.

Well, it is not only used to load data and perform . East program also allows throughused in the same document.

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

What is a pivot chart and how is it different from a regular 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” which is in the tab “Insert”. However, there is another type of graph and it is the “dynamic graph”. It takes 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 tablewhile the other get the data through of a dynamic.

Which brings us to the second important difference. The filter option. which allows visualizeboth in the table and in the graph, group of values ​​that share the same characteristics. To better understand this, take a look at the example image. You may notice that, in the table and graph only those that appear “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 where you can filter information, we recommend that you use the dynamic method.

To do this you just have to follow these steps:

To create

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

From this we can make the graph in this way:

• Go to the tab “Insert”which is in the list of options.
• In the section “Graphics” choose “dynamic chart”.
• By doing this, it will display a small window with two alternatives. Choose “PivotChart and PivotTable” because we will use the latter for modify it later.
• when you do the previous stepa window will pop up “Create PivotChart”. What you should do here is tell the program where will you get the data to create the graph. In this case, we will do it with the whole table.
• In the second field we must complete in what document or part thereof 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 graph. press “OK to finish this step”.

• By doing so, a floating box and a side honeycomb. In the first one will place the graphwhile it is in the second where we will configure it.
• For it, drag the fields corresponding to the table to the lower areas according to the case. Continuing with the example we will place the category “Vegetables” in “axes”, “Price” Y “Sales” in “Values” Y “Stock” in filters. You can accommodate them according to your need.

• You will be able to observe how conforms the picture while you are moving these elements.
• On top of the graphyou can filter the data of the corresponding area. In the example it is “Stock”. Pressing it will show only those that correspond to the selected item types.
• For change the values of the graph, you will have to do it first In the table that we created at the beginning.
• To see reflected modificationsclick on the chart box with the right mouse button and choose “Update data”.
• You can also change add or remove categories in the side panel areas.

Personalize

Bearing in mind that a presentation must always be accompanied by a interesting design. Excel add to your profits ability to customize pivot tables. Doing it is very simple.

Take note of these steps:

• Select the outline box.
• You will notice that they appear two buttons. The first provides the option of add or remove elements to the drawing. and is symbolized by a plus sign. pressing on him you can addfor example, a heading or a trend line.

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

• As if this were not enough, pressing the secondary button about him you will access other alternatives of personalization.
• 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 that Microsoft offers.

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