The WO count is also added to the pivot table, automatically.Because the Work Order codes are text, the value is summarized with a count of the orders.The screen shot below shows the pivot table and pivot chart, after you add the WO field. In the pop-up menu, click on Add to Values.In that field list, right-click on WO - the Work Order number field.At the right, in the PivotChart Fields list, you can see each field name (column label) from the source data.Select the pivot chart - if it's not already selected.
DO NOT check the box for "Add this data to the Data Model" - that will prevent groupingĪfter you click OK, an empty pivot table and pivot chart are added to your workbook.įollow these steps to add a count of the work orders (WO field).Next, in the Create PivotChart window, the table name (WorkOrders) should automatically appear in the Table/Range box.On the Excel Ribbon, click the Insert tab.Select any cell in the work orders table.In this example, there is a named Excel table with 2 years of data from service calls at a manufacturing company.įrom this data source, we want compare the number of service call work orders completed each month, year over year.Ī pivot table will summarize the work order data, and a pivot chart will show a visual summary.įollow these steps to create the pivot table and pivot chart, both at the same time. The full transcript is at the end of the page. To see the steps for comparing years in Excel pivot charts, watch this short video. If you’re summarizing the data by date, you’ll usually need to group the date field, to get a chart that’s easy to read. A pivot table is a quick and effective way to summarize datain Microsoft Excel, and you can also create a pivot chart, to show a visual summary.
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