Understanding Excel Charting Options

Learn how to manipulate and chart data using Excel's easy drag and drop interface. Practice creating different charts and learn how to create a graph of Total Budgeted Units by Role. You'll also learn how to easily create a Stacked Histogram by Role. Once you get the hang of Excel's charts, you may never go back.

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Hello, and welcome back! This is Trevor Watt. We’re going to continue on with Lesson 2 and in this lesson I’m going to discuss these areas of the Pivot Chart. And what happens when we place different items in different areas. So we’re going to continue on with the chart we made in Lesson 1. If you don’t or didn’t save a copy it is available in the link below.

And we’re going to take this chart and first create this which is Total Budgeted Units per each Role and then we’re going to create this, a Stacked Histogram over Time - all using the same data. So in order to get these two charts we go back to the one we created in Lesson 1. We’re going to have just work with our period data.

So we’re going to our Spreadsheet Field here and remove the Cumulative Budgeted Units so we just have our period data. And its key to note that even though we have this filter on here, this item has to be in one of these areas in order for that filter to be active. So if I remove this and slide it back over to where you choose your fields, it’s including everything.

So it has to remain in one of these areas for the filter to be active. So in order to go from this to the Total Budgeted Units per each Role all we have to do is remove the Week, move the Spreadsheet Field up to the filter, and move the Role name down to the Legend Series – and we have...

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