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How to create and personalize dynamic graphics on a microsoft excel spreadsheet? Step-by-step guide

Microsoft Excel is one of the tools most used by accountants, analysts, statesmen, administrators and many other professions. This is due to the ease of use, the distribution and the enormous amount of tools and utilities it has.

Well, it is not only used to load data and perform calculations . This program also allows you to create graphics through tables used in the same document .

That is, it is not necessary to make a bar chart from scratch . Just by indicating what the reference values ​​are, Excel will do it for you. To learn more about this topic, we recommend the following content.

What is a PivotChart and how is it different from a normal one in Excel?

It is important to mention that there are two ways to create graphs through tables . The traditional way is done from the “Graphics” section found in the “Insert” tab . However, there is another type of graph and it is the “Dynamic Graph” . It takes the data from a homonymous table .

The main difference between the two is the source of their values . As we have already seen, one does it from a conventional table, while the other obtains the data through dynamics .

Which brings us to the second important difference. The filtering option . Which allows to visualize, both in the table and in the graph, a group of values ​​that share the same characteristics . To better understand this, look at the example image. You will be able to notice that, in the table and in the graph, only those that “yes” have stock.

Learn step by step how to create and modify Pivot Charts in Microsoft Excel

If you have multiple variables in your table and you need to create graphs in which you can filter information, we recommend that you use the dynamic method .

To do this, you just have to follow these steps:

To create

The first thing we must do once we have finished placing the data in our spreadsheet is to format it as a table . In the image we take as an example the weekly sale of a greengrocer . In which we place numerical values ​​such as the price and the amount of sales . But also nominal as the availability of the product.

From this we can make the graph in this way:

  • Go to the “Insert” tab , found in the list of options.
  • In the “Charts” section choose “Dynamic Chart” .
  • By doing this, a small window with two alternatives will be displayed . Opt for “Pivot Chart and Pivot Table” because we will use the latter to modify it later .
  • When you do the previous step, a “Create PivotChart” window will pop up . What you have to do here is tell the program where it will get the data from to create the graph . In this case, we will do it with the entire table .
  • In the second field we must complete in which document or part of it the representation will be placed. Which we will do in the same way, clicking on the cell that will serve as the upper left corner of the graph . Click “OK to finish this step” .

  • Doing so will bring up a floating box and a side honeycomb. In the first, the graph will be located, while it is in the second where we will configure it.
  • To do this, drag the fields that correspond to the table to the lower areas as the case may be . Continuing with the example we will place the category “Vegetable” in “axes”, “Price” and “Sales” in “Values” and “Stock” in filters. You can accommodate them according to your need.

  • You will be able to observe how the painting is formed while you are moving these elements .
  • At the top of the graph, you can filter the data for the corresponding area . In the example it is “Stock” . When pressed, only those corresponding to the selected element types will be displayed .
  • To change the values of the graph, you will have to do it first in the table that we created at the beginning.
  • To see the modifications reflected , click on the chart box with the right mouse button and choose “Update data” .
  • You can also change, add or remove categories in the areas of the side panel.

Personalize

Bearing in mind that a presentation must always be accompanied by an interesting design . Excel adds to its utilities the possibility of customizing the pivot tables . Doing so is very simple.

Take note of these steps:

  • Select the outline box .
  • You will notice that two buttons appear . The first provides the option of adding or removing elements to the drawing . And it is symbolized by a plus sign . By clicking on it you can add, for example, a title or a trend line.

  • To change the visual style, click on the brush icon that appears above the previous button.
  • You will see a window with two categories. In the first one, called “Style”, you can choose between several display alternatives . In the second, you have color palettes with which to combine your graphic.

  • As if this were not enough, by pressing the secondary button on it you will access other customization alternatives .
  • These are the fill and outline colors . The first is symbolized by the traditional paint jar and the second by a pencil . In both options you can choose between all the chromatic variants offered by Microsoft .

  • It is important to mention that you can also change the location of the graphic, just by dragging it in the document.

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