Adding extra data to a pivot chart

Resolved · High Priority · Version 2013

Wed 2 Nov 2016, 13:36 Delegate Charley said...

Charley has attended:
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Office 365 End User course

Adding extra data to a pivot chart

HI,

I have created a pivot chart for 2015 vs 2016 Revenue, but would like to add an extra bit of data for November and December 2016 as those months haven't been completed yet. then we can see how much left of the target needs to be reached.

Is this possible, and if not could you give any advice on how to do something similar?

Thanks,
Charley

Thu 3 Nov 2016, 09:11 Trainer Marius said...

RE: Adding extra data to a pivot chart

Hello Charley,

Thank you for your post. Firstly, I would just like to check if you know that you can add data to your raw data and then use either Refresh or Change Data Source in the Pivot Table ribbon to include this data in the Pivot Chart. Use Refresh if you change data in the area the Pivot Table already sees or use Change Data Source when you add new row or column data.

You possibly know this already, in which case, would it be possible to send us a sample of your data so that we can have a better understanding of what needs to be done?

You can send your file to forum@stl-training.co.uk

Kind regards
Marius Barnard
Excel Trainer

Thu 3 Nov 2016, 09:18 Delegate Charley said...

RE: Adding extra data to a pivot chart

Hi Marius,

Im afraid I cannot send the file as its confidential and the data cannot be changed as it links to something else.

What it does is compare 2015 revenue with 2016 revenue on a clustered column so we can compare the two years. As November and December haven't been completed, we would like to add an extra column for these months to show where we currently are in relation to where we need to be for 2016.

Hope this describes it a bit better.

Many thanks,
Charley

Thu 3 Nov 2016, 09:41 Trainer Marius said...

RE: Adding extra data to a pivot chart

Hi Charley,

Thank you, this helps. Once you have added the extra column to your raw data sheet, go to the Analyze tab (Excel 2013) or the Options tab (Excel 2010) of your Pivot Table ribbon. Then, click the Change Data Source button. Excel will take you back to the raw data sheet. Now you simply select all the data, including the new column, then click OK.

In your Pivot Table field list, you will notice your new column showing in the list. You can now include this new data in your Pivot Table and Pivot Chart.

I hope I've understood correctly and that this is helpful.

Please post again if not.

Kind regards
Marius