Pivot chart appears for “SALES_BY_REGION.” Go to the “SALES_BY_REGION” sheet, click inside the PivotTable, under PivotTable Analyze tab, select PivotChart, insert chart popup window appears, in that Select Bar, under that select Clustered Bar chart. Here, we need to create a PivotChart on each of the created pivot tables in both sheets. then click OK.Īfter grouping to quarter, data appears as shown below. Grouping tab appears, with the start date & end date, in the BY list, unselect Months (default value) and others, Now select only Quarters, it appears in blue color after selection. To do that, right-click on any cell in the Row Labels column and choose Group. Here we want to summarize data on a quarterly basis therefore, dates need to be grouped as “Quarter”.

Similarly, create a second PivotTable in the same way, To create a pivot table for the salesperson by date wise or quarterly (SALES_BY_QUARTER).ĭrag date to the Rows section, salesperson to the Columns section & sales to the Values section. In the PivotTable Fields pane, drag salesperson to the Rows section, Region to the Columns section, and sales to the Values section. (You can name the sheet as “SALES_BY_REGION”) In the Tables object, click inside the data set, click the INSERT tab, select the Pivot table and click Ok Pivot Table Fields pane appears in another sheet. Therefore, we need to create two PivotTables.įirst, we will create a pivot table for the salesperson by region wise. TEXT and String Functions in Excel (26+).Lookup and Reference Functions in Excel (36+).Excel Conditional Formatting in Pivot Table.

Excel 2013 create pivot table