Summary  
This chapter covers how to create Pivot Charts that are directly linked to Pivot Tables to produce interactive, self-updating visualizations that automatically reflect grouping, filtering, and slicer or timeline selections.

General domain of usage  
Business intelligence and management reporting dashboards

Pivot Tables help you analyze data. Pivot Charts help you communicate it.
In real reporting environments, accountants and analysts are expected not only to calculate results but to present them clearly to management.
This chapter focuses on turning Pivot analysis into visual insights.



## Why Pivot Charts Matter in Practice
Executives rarely read large tables.
They want to understand quickly:
- Which category performs best?
- How is revenue distributed?
- Whether performance is balanced or concentrated?
- How do trends evolve over time?


## What Is a Pivot Chart?
A Pivot Chart is directly connected to a Pivot Table.
Key difference from regular charts:
- It updates automatically when the Pivot changes;
- It responds to slicers and timelines;
- It reflects grouping and filtering instantly.



## How to Insert a Pivot Chart
1. Click inside a Pivot Table;
2. Go to **PivotTable Analyze**;
3. Click **PivotChart**;
4. Choose a chart type.

Comparing categories, comparing regions, showing contribution side by side

When category names are long, when horizontal layout improves readability

Time trends, monthly or quarterly performance

Avoid 3D charts and excessive styling in financial reporting. Clarity is more important than decoration.

Note

a) Create Pivot Table #1:	
   - Rows: Category;
   - Values: Sum of Revenue.

Insert a Column Pivot Chart based on this Pivot Table.	
	
b) Create Pivot Table #2:	
- Rows: Date (grouped by Month);
- Values: Sum of Revenue.

Insert a Line Pivot Chart for monthly trend.	
	
c) Add Slicer for Region and Timeline for Date;<br>
d) Connect slicers to both Pivot Tables.
	
Final Scenario:	
- Filter Timeline to Quarter 2 only;
- Select Regions: East, South, West;	
- Identify which category performs best under these conditions.	

Master Excel Pivot Tables from the ground up: learn to prepare data, build insightful summaries, control data views, and unlock advanced analytical and interactive features for professional reporting.

Build confidence with clean data and basic Pivot Table creation, ensuring a solid foundation for advanced analysis.

Gain control over what data appears in your Pivot Table and how it is organized for clearer insights.

Unlock advanced analytical and interactive features to take your Pivot Table skills to the next level.

Chart Type	Best For	When to Use
Column Chart	Comparing values across categories	Comparing categories, comparing regions, showing contribution side by side
Bar Chart	Ranking comparison	When category names are long, when horizontal layout improves readability
Line Chart	Time-based analysis	Time trends, monthly or quarterly performance
Pie Chart	Simple proportional view	Showing % of total, few categories only

Pivot Charts and Visual Reporting

Why Pivot Charts Matter in Practice

What Is a Pivot Chart?

How to Insert a Pivot Chart

Choosing the Right Chart Type