Creating a pivot chart

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Date:

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Quick Questions

Shade in the A or B circle for each question.

1. Which describes a pivot chart?

A A chart with fixed values typed in by hand

B A chart linked to a pivot table

2. You change a field in the pivot table. What happens to its pivot chart?

A The chart updates to match

B The chart stays the same

3. Which menu path creates a pivot chart in a spreadsheet?

A Insert > PivotChart

B Data > Remove Duplicates

4. What are the buttons on a pivot chart that let you filter the data called?

A Slicer cells

B Field buttons

5. You use a field button to untick the 'Year 7' group. What happens?

A The chart and pivot table both show only the remaining groups

B Year 7 is deleted from the original data

Match the Pairs

Draw a line connecting each item on the left to its match on the right.

Left column		Right column
1Insert > PivotChart		ACreates a chart that is linked to a pivot table, so it updates when the pivot table changes
2PivotChart field button		BThe pivot chart depends on its pivot table for its data. Without the pivot table it cannot update when fields or filters change.
3A pivot chart is linked to a pivot table, so changing the pivot table's fields changes the chart too		CA filter button on the chart that lets you filter or change the fields shown, which also changes the pivot table
4You can choose a chart type for a pivot chart, such as a column or line chart, to suit the message		DA normal chart is not a pivot chart. A pivot chart must be created from a pivot table using Insert > PivotChart, so the link exists from the start.
5Select a normal chart, then type new numbers into the pivot table to link them		EDrag Category from Rows to Columns in the PivotTable Fields pane
6Delete the pivot table and expect the pivot chart to keep updating		FPivotChart Design > Change Chart Type > Line

Definitions

PivotChart

Fill in the Blanks

Complete each line of code by filling in the missing parts.

Insert > __________

______ > PivotChart

Trend over months: use a ____ chart

Click a field button on the chart to ______

Change the pivot table layout: the __________ updates too

Spot the Error

Shade in the letter of the line that contains an error.

Question 1

A Click inside the data table

B Insert > PivotChart

C Choose where to put the chart

D Drag Sales to the Axis area

E Drag Region to the Axis area

Question 2

A Click a cell in the data

B Insert > PivotChart

C Axis: Region

D Values: Sum of Region

Question 3

A Click the PivotChart

B Use the Region field button

C Untick East to delete its data

D The PivotTable updates too

Question 4

A Click a cell in the table

B Choose Insert > PivotTable

C Pick New Worksheet

Question 5

A Home > PivotChart

B Drag Product to the Axis area

C Drag Qty to the Values area

Answer Key

Creating a pivot chart

Section A: Quick Questions

B — A chart linked to a pivot table

A — The chart updates to match

A — Insert > PivotChart

B — Field buttons

A — The chart and pivot table both show only the remaining groups

Section B: Match the Pairs

Insert > PivotChart → Creates a chart that is linked to a pivot table, so it updates when the pivot table changes

PivotChart field button → A filter button on the chart that lets you filter or change the fields shown, which also changes the pivot table

A pivot chart is linked to a pivot table, so changing the pivot table's fields changes the chart too → Drag Category from Rows to Columns in the PivotTable Fields pane

You can choose a chart type for a pivot chart, such as a column or line chart, to suit the message → PivotChart Design > Change Chart Type > Line

Select a normal chart, then type new numbers into the pivot table to link them → A normal chart is not a pivot chart. A pivot chart must be created from a pivot table using Insert > PivotChart, so the link exists from the start.

Delete the pivot table and expect the pivot chart to keep updating → The pivot chart depends on its pivot table for its data. Without the pivot table it cannot update when fields or filters change.

Section C: Definitions

PivotChart — A chart linked to a pivot table. It updates whenever you change the pivot table's fields or filters. Create it with Insert > PivotChart.

Section D: Fill in the Blanks

Insert > PivotChart

Trend over months: use a line chart

Click a field button on the chart to filter

Change the pivot table layout:
the PivotChart updates too

Section E: Spot the Error

D — Numbers you want to add up or count belong in the Values area, not the Axis area. The line should be: Drag Sales to the Values area.

D — Region is text, so it cannot be summed. The Values area should hold a number field: Values: Sum of Sales.

C — Unticking an item in a field button only filters what is shown. It does not delete any data. It should say: Untick East to hide its bars.

B — Insert > PivotTable makes only a pivot table. To make a chart linked to a pivot table, choose Insert > PivotChart.

A — PivotChart is found on the Insert tab, not the Home tab. The line should be: Insert > PivotChart.