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Excel Pivot Table & Chart

ResolvedVersion 2007

Tereesa has attended:
Excel Advanced course
Excel VBA Intro Intermediate course

Excel Pivot Table & Chart

Hi,
Is there any way to filter a pivot table and a pivot chart (that is based on that table) separately?
For example when i filter the dates (that are in the Axis Fields) in the Table it also does it for the Chart, but i really need the Chart to stay the same.
I would be very grateful for a solution!

Thanks!

Edited on Wed 2 May 2012, 10:22

RE: Excel Pivot Table & Chart

Hello Tereesa,

Hope you enjoyed your Microsoft Excel courses with Best STL.

Thank you for your question regarding making Excel PivotTables and PivotCharts work independantly.

There are 2 ways I know of achieving what you want. I will show you a way that I have used myself and if this works for you... great! The second way is a bit way out so I won't go there.

First of all create your PivotTable without a PivotChart. Place your fields into the sections you require and then make a copy of the sheet. The easiest way I know to do this is to press and hold the CTRL key down and click on the sheet name and drag to the right or left until you see a black triangle. Let go the mouse button and you have created a copy of the sheet.

You should now have 2 PivotTables.

Rename each sheet to identify which is which and then create a PivotChart in each sheet.

Now perform a few filters on one PivotTable only and the PivotChart in that sheet will be amended to reflect the changes. Have a look at the other PivotChart... it should still be the same. From this you can see that to prevent a PivotChart from reflecting changes you make in a PivotTable you need to use a copy of the PivotTable. If you don't need the second PivotChart simply delete it.

So now you have two PivotTables and one PivotChart. The PivotChart being controlled by only one of the PivotTables.

Unfortunately when you create a PivotChart from a PivotTable there is no way to separate them when you perform filters or calculations etc. The way I have described above is probably the best work around.

I hope this resolves your question. If it has, please mark this question as resolved.

If you require further assistance, please reply to this post. Or perhaps you have another Microsoft Office question?

Have a great day.
Regards,

Rodney
Microsoft Office Specialist Trainer

RE: Excel Pivot Table & Chart

Thank you for the response, i did actually find this workaround when searching online, the issue i have with this is that am also using the Pivot Report Filter field and each time i select a different item i will now have to do it twice on both pivot tables, which will be quite tedious if i need to do this many times.
I have found online that with Excel 2010 there is something called Slicers that should be able to this – would you know if this works ad if it’s worth getting Excel 2010 for?
Many thanks again!

RE: Excel Pivot Table & Chart

Hello Tereesa,

In Excel 2010 you can use the slicer to add filters. Each filter is operated by selecting values either by clicking or by dragging to select several items in one go. It is very easy to use.

One of its features is that it allows you to select another PivotTable to connect to the slicer. So let's say you had three slicers... one for the Region field one for the Quarter field and one for Product field.

Let's say that you wanted the PivotChart to be filtered by Region and by Product on both PivotTables and of course on the PivotChart, but, you wanted all 4 quarters to remain on the PivotChart (which is attached to the second PivotTable) and the first PivotTable must show only Quarter 1 & 2.

Select the slicer for the Quarters and make sure that it is not connected to the other PivotTable then select Quarter 1 & 2 on the slicer and this action will only affect the one PivotTable and not the other. The PivotChart attached to the other PivotTable will only reflect the filters made on the connected slicers.

Since I don't know why you would not want your PivotChart to match the PivotTable whenever a filter is applied (which is what it was designed to do!) I don't think I can be of any more assistance in this quest of yours.

I wouldn't recommend that you go out and buy 2010 until you have tried it out. If you know someone who is using 2010 ask them to allow you to test your PivotTables on their computer or download a trial version form Microsoft and test it out.


I hope this resolves your question. If it has, please mark this question as resolved.

If you require further assistance, please reply to this post. Or perhaps you have another Microsoft Office question?

Have a great day.
Regards,

Rodney
Microsoft Office Specialist Trainer

Wed 9 May 2012: Automatically marked as resolved.

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