Mastering Data Analysis with PivotTables and PivotCharts in Excel 2013

Excel 2013 offers powerful tools such as PivotTables and PivotCharts that can help you analyze and summarize large amounts of data. These features enable you to make informed business decisions by providing valuable insights into your data. In this article, we will explore how to create PivotTables and PivotCharts in Excel 2013, allowing you to effectively analyze and present your data.

Creating a PivotTable to Analyze Data:

PivotTables are an excellent way to summarize and explore data in Excel. Here’s how you can create a PivotTable:

  1. Ensure that your data has column headings or table headers, and there are no blank rows within the dataset.
  2. Select any cell within the range of cells or table containing your data.
  3. Navigate to the “INSERT” tab in the Excel ribbon.
  4. Click on “Recommended PivotTables” in the “Tables” group.
  5. In the “Recommended PivotTables” dialog box, you will see a preview of different PivotTable layouts. Choose the one that best suits your needs and click “OK.”

Creating a PivotChart:

A PivotChart complements your PivotTable by providing a visual representation of the data. Here’s how you can create a PivotChart:

  1. Select any cell within the dataset you want to visualize.
  2. Navigate to the “INSERT” tab in the Excel ribbon.
  3. In the “Charts” group, click on “Recommended Charts.”
  4. On the “Recommended Charts” tab, you will see a variety of chart types. Look for charts with the PivotChart icon in the top corner for PivotTable compatibility. A preview of the PivotChart will appear in the preview pane.
  5. Once you find a suitable PivotChart, click “OK” to insert it. If you don’t find a suitable option, click “PivotChart” on the “INSERT” tab instead of “Recommended Charts.”
  6. In the PivotChart, you can interact with the controls and choose sorting or filtering options to analyze specific subsets of your data.

Grouping Data by Month in a PivotTable:

One common scenario is grouping data by month in a PivotTable. Here’s how you can achieve this:

  1. After creating a PivotTable, select the column containing the dates you want to group.
  2. Right-click on any date within the column and choose “Group” from the context menu.
  3. In the “Grouping” dialog box, select “Months” and click “OK.”
  4. The dates in the PivotTable will now be grouped by month, allowing you to analyze data on a monthly basis.

PivotTables and PivotCharts in Excel 2013 provide powerful tools for data analysis and visualization. By following the steps outlined in this article, you can easily create PivotTables to summarize and explore your data. Additionally, you can create PivotCharts to complement your PivotTables and gain visual insights. Don’t forget the option to group data by month, which can be particularly useful for time-based analysis. Harness the power of PivotTables and PivotCharts to make informed decisions and gain valuable insights from your data in Excel 2013.

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