Pivot Charts for non tabular data not slicing by date

Greenbehindthecells

Board Regular
Joined
May 9, 2023
Messages
50
Office Version
  1. 365
Platform
  1. Windows
Good afternoon,

I hope you are well. I am having a bit of trouble with Pivot Charts. I would need to make a stacked bar pivot chart for a dynamic sheet. The dynamic section would need to be the monthly Numerator and Denominator (also, if possible, the Rate). My data is not tabular in the way the Pivot Table wants it... I think. I can make a Pivot Chart for all February Data (Numerator, Denominator, Rate) but it will not dynamic due- any time I add the other months data, excel starts adding all the numerators to the numerator, denominators to the denominator, etc... This data cant be summed together as it would be counting the same data multiple times.

I am trying to make a dynamic chart where I can use slicers to change the Numerator, Denominator, Rate from February to March to April,etc. When I transpose the data, I cant make the data into a pivot chart (it doesn't show any data). I am not sure what I am doing wrong. I feel like its the way my data is due to having 3 different values for the months. I would appreciate any tips to help make this monthly data be able to be included in a pivot chart so I can slice it by month for a dynamic sheet. Thank you in advance for looking at this.


If I add all the month Numerator, Denominator, Rate to my Pivot Chart and then try to slice it after, it gives me a few ways to slice but not how I would need it to be.
1685488193556.png


This is what I would like the pivot chart to be able to look like after using slicers for February, March, April, etc.
1685487192695.png


How the Pivot Table for this data looks:
1685487391596.png

Pivot Table:
Book1.xlsx
ABCDEFGHIJKLMNO
2
3Row LabelsSum of Num FebSum of Den FebSum of Rate Feb
4Blah111100.00%
5Blah101010010.00%
6Blah111111010.00%
7Blah121212010.00%
8Blah131313010.00%
9Blah141414010.00%
10Blah151515010.00%
11Blah161616010.00%
12Blah171717010.00%
13Blah181818010.00%
14Blah191919010.00%
15Blah2020.00%
16Blah202020010.00%
17Blah212121010.00%
18Blah222222010.00%
19Blah232323010.00%
20Blah3010.00%
21Blah4010.00%
22Blah514000.25%
23Blah6010000.00%
24Blah777001.00%
25Blah888010.00%
26Blah999010.00%
27Grand Total2574585261.25%
28
Sheet10


Table of original Data and how its formated:
Book1.xlsx
CDEFGHIJKLMNO
4Column1Num FebDen FebRate FebPerc FebNum MarchDen MarchRate MarchPerc MarchNum AprilDen AprilRate AprilPerc April
5Blah111100.00%95th11100.00%95th11100.00%95th
6Blah2020.00%<5th020.00%<5th020.00%<5th
7Blah3010.00%<5th010.00%<5th010.00%<5th
8Blah4010.00%<5th010.00%<5th010.00%<5th
9Blah514000.25%<5th14000.25%<5th14000.25%<5th
10Blah6010000.00%<5th010000.00%<5th010000.00%<5th
11Blah777001.00%<5th77001.00%<5th77001.00%<5th
12Blah888010.00%<5th88010.00%<5th88010.00%<5th
13Blah999010.00%<5th99010.00%<5th99010.00%<5th
14Blah101010010.00%<5th1010010.00%<5th1010010.00%<5th
15Blah111111010.00%<5th1111010.00%<5th1111010.00%<5th
16Blah121212010.00%<5th1212010.00%<5th1212010.00%<5th
17Blah131313010.00%<5th1313010.00%<5th1313010.00%<5th
18Blah141414010.00%<5th1414010.00%<5th1414010.00%<5th
19Blah151515010.00%<5th1515010.00%<5th1515010.00%<5th
20Blah161616010.00%<5th1616010.00%<5th1616010.00%<5th
21Blah171717010.00%<5th1717010.00%<5th1717010.00%<5th
22Blah181818010.00%<5th1818010.00%<5th1818010.00%<5th
23Blah191919010.00%<5th1919010.00%<5th1919010.00%<5th
24Blah202020010.00%<5th2020010.00%<5th2020010.00%<5th
25Blah212121010.00%<5th2121010.00%<5th2121010.00%<5th
26Blah222222010.00%<5th2222010.00%<5th2222010.00%<5th
27Blah232323010.00%<5th2323010.00%<5th2323010.00%<5th
Year pasted values
 

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What is the reasoning behind having a multiple columns for each month of data. It is nearly impossible for you to achieve "dynamics" with how you have your data as you are forcing yourself to "realign" the source data for your chart(s).

Is there a compelling reason why you need to structure your data this way? You have 2 criteria (column and month) and 4 measurement (num, den, rate, perc) those are the only columns you need. And your month should actually be a date (you can format to display only month) - which will allow you to slice your data by month.

I have unpivoted your crosstab into a flat file, with this you can build your charts as you desire:



Mr excel questions 39.xlsm
CDEFGHIJKLMNOPQRSTUV
4Column1Num FebDen FebRate FebPerc FebNum MarchDen MarchRate MarchPerc MarchNum AprilDen AprilRate AprilPerc AprilColumn1MonthNumDenRatePerc
5Blah111195th11195th11195thBlah1Feb11195th
6Blah2020<5th020<5th020<5thBlah2Feb020<5th
7Blah3010<5th010<5th010<5thBlah3Feb010<5th
8Blah4010<5th010<5th010<5thBlah4Feb010<5th
9Blah514000.0025<5th14000.0025<5th14000.0025<5thBlah5Feb14000.0025<5th
10Blah6010000<5th010000<5th010000<5thBlah6Feb010000<5th
11Blah777000.01<5th77000.01<5th77000.01<5thBlah7Feb77000.01<5th
12Blah88800.1<5th8800.1<5th8800.1<5thBlah8Feb8800.1<5th
13Blah99900.1<5th9900.1<5th9900.1<5thBlah9Feb9900.1<5th
14Blah10101000.1<5th101000.1<5th101000.1<5thBlah10Feb101000.1<5th
15Blah11111100.1<5th111100.1<5th111100.1<5thBlah11Feb111100.1<5th
16Blah12121200.1<5th121200.1<5th121200.1<5thBlah12Feb121200.1<5th
17Blah13131300.1<5th131300.1<5th131300.1<5thBlah13Feb131300.1<5th
18Blah14141400.1<5th141400.1<5th141400.1<5thBlah14Feb141400.1<5th
19Blah15151500.1<5th151500.1<5th151500.1<5thBlah15Feb151500.1<5th
20Blah16161600.1<5th161600.1<5th161600.1<5thBlah16Feb161600.1<5th
21Blah17171700.1<5th171700.1<5th171700.1<5thBlah17Feb171700.1<5th
22Blah18181800.1<5th181800.1<5th181800.1<5thBlah18Feb181800.1<5th
23Blah19191900.1<5th191900.1<5th191900.1<5thBlah19Feb191900.1<5th
24Blah20202000.1<5th202000.1<5th202000.1<5thBlah20Feb202000.1<5th
25Blah21212100.1<5th212100.1<5th212100.1<5thBlah21Feb212100.1<5th
26Blah22222200.1<5th222200.1<5th222200.1<5thBlah22Feb222200.1<5th
27Blah23232300.1<5th232300.1<5th232300.1<5thBlah23Feb232300.1<5th
28Blah1March11195th
29Blah2March020<5th
30Blah3March010<5th
31Blah4March010<5th
32Blah5March14000.0025<5th
33Blah6March010000<5th
34Blah7March77000.01<5th
35Blah8March8800.1<5th
36Blah9March9900.1<5th
37Blah10March101000.1<5th
38Blah11March111100.1<5th
39Blah12March121200.1<5th
40Blah13March131300.1<5th
41Blah14March141400.1<5th
42Blah15March151500.1<5th
43Blah16March161600.1<5th
44Blah17March171700.1<5th
45Blah18March181800.1<5th
46Blah19March191900.1<5th
47Blah20March202000.1<5th
48Blah21March212100.1<5th
49Blah22March222200.1<5th
50Blah23March232300.1<5th
51Blah1April11195th
52Blah2April020<5th
53Blah3April010<5th
54Blah4April010<5th
55Blah5April14000.0025<5th
56Blah6April010000<5th
57Blah7April77000.01<5th
58Blah8April8800.1<5th
59Blah9April9900.1<5th
60Blah10April101000.1<5th
61Blah11April111100.1<5th
62Blah12April121200.1<5th
63Blah13April131300.1<5th
64Blah14April141400.1<5th
65Blah15April151500.1<5th
66Blah16April161600.1<5th
67Blah17April171700.1<5th
68Blah18April181800.1<5th
69Blah19April191900.1<5th
70Blah20April202000.1<5th
71Blah21April212100.1<5th
72Blah22April222200.1<5th
73Blah23April232300.1<5th
greenbehindthecel
Cell Formulas
RangeFormula
S5:V73S5=INDEX($D$5:$O$27,MATCH($Q5,$C$5:$C$27,0),MATCH(S$4&" "&$R5,$D$4:$O$4,0))
 
Upvote 1
Solution
What is the reasoning behind having a multiple columns for each month of data. It is nearly impossible for you to achieve "dynamics" with how you have your data as you are forcing yourself to "realign" the source data for your chart(s).

Is there a compelling reason why you need to structure your data this way? You have 2 criteria (column and month) and 4 measurement (num, den, rate, perc) those are the only columns you need. And your month should actually be a date (you can format to display only month) - which will allow you to slice your data by month.

I have unpivoted your crosstab into a flat file, with this you can build your charts as you desire:



Mr excel questions 39.xlsm
CDEFGHIJKLMNOPQRSTUV
4Column1Num FebDen FebRate FebPerc FebNum MarchDen MarchRate MarchPerc MarchNum AprilDen AprilRate AprilPerc AprilColumn1MonthNumDenRatePerc
5Blah111195th11195th11195thBlah1Feb11195th
6Blah2020<5th020<5th020<5thBlah2Feb020<5th
7Blah3010<5th010<5th010<5thBlah3Feb010<5th
8Blah4010<5th010<5th010<5thBlah4Feb010<5th
9Blah514000.0025<5th14000.0025<5th14000.0025<5thBlah5Feb14000.0025<5th
10Blah6010000<5th010000<5th010000<5thBlah6Feb010000<5th
11Blah777000.01<5th77000.01<5th77000.01<5thBlah7Feb77000.01<5th
12Blah88800.1<5th8800.1<5th8800.1<5thBlah8Feb8800.1<5th
13Blah99900.1<5th9900.1<5th9900.1<5thBlah9Feb9900.1<5th
14Blah10101000.1<5th101000.1<5th101000.1<5thBlah10Feb101000.1<5th
15Blah11111100.1<5th111100.1<5th111100.1<5thBlah11Feb111100.1<5th
16Blah12121200.1<5th121200.1<5th121200.1<5thBlah12Feb121200.1<5th
17Blah13131300.1<5th131300.1<5th131300.1<5thBlah13Feb131300.1<5th
18Blah14141400.1<5th141400.1<5th141400.1<5thBlah14Feb141400.1<5th
19Blah15151500.1<5th151500.1<5th151500.1<5thBlah15Feb151500.1<5th
20Blah16161600.1<5th161600.1<5th161600.1<5thBlah16Feb161600.1<5th
21Blah17171700.1<5th171700.1<5th171700.1<5thBlah17Feb171700.1<5th
22Blah18181800.1<5th181800.1<5th181800.1<5thBlah18Feb181800.1<5th
23Blah19191900.1<5th191900.1<5th191900.1<5thBlah19Feb191900.1<5th
24Blah20202000.1<5th202000.1<5th202000.1<5thBlah20Feb202000.1<5th
25Blah21212100.1<5th212100.1<5th212100.1<5thBlah21Feb212100.1<5th
26Blah22222200.1<5th222200.1<5th222200.1<5thBlah22Feb222200.1<5th
27Blah23232300.1<5th232300.1<5th232300.1<5thBlah23Feb232300.1<5th
28Blah1March11195th
29Blah2March020<5th
30Blah3March010<5th
31Blah4March010<5th
32Blah5March14000.0025<5th
33Blah6March010000<5th
34Blah7March77000.01<5th
35Blah8March8800.1<5th
36Blah9March9900.1<5th
37Blah10March101000.1<5th
38Blah11March111100.1<5th
39Blah12March121200.1<5th
40Blah13March131300.1<5th
41Blah14March141400.1<5th
42Blah15March151500.1<5th
43Blah16March161600.1<5th
44Blah17March171700.1<5th
45Blah18March181800.1<5th
46Blah19March191900.1<5th
47Blah20March202000.1<5th
48Blah21March212100.1<5th
49Blah22March222200.1<5th
50Blah23March232300.1<5th
51Blah1April11195th
52Blah2April020<5th
53Blah3April010<5th
54Blah4April010<5th
55Blah5April14000.0025<5th
56Blah6April010000<5th
57Blah7April77000.01<5th
58Blah8April8800.1<5th
59Blah9April9900.1<5th
60Blah10April101000.1<5th
61Blah11April111100.1<5th
62Blah12April121200.1<5th
63Blah13April131300.1<5th
64Blah14April141400.1<5th
65Blah15April151500.1<5th
66Blah16April161600.1<5th
67Blah17April171700.1<5th
68Blah18April181800.1<5th
69Blah19April191900.1<5th
70Blah20April202000.1<5th
71Blah21April212100.1<5th
72Blah22April222200.1<5th
73Blah23April232300.1<5th
greenbehindthecel
Cell Formulas
RangeFormula
S5:V73S5=INDEX($D$5:$O$27,MATCH($Q5,$C$5:$C$27,0),MATCH(S$4&" "&$R5,$D$4:$O$4,0))
I would love to answer your question with a great explanation, except its not so great. I am very new to Pivot charts (charts in general) in excel and I calculated the data in a way that is readable at first glance for what we are watching in my department (not really the best for pivot tables and charts, I am realizing). I knew there was a problem with the date, but I couldn't see my error. Thank you for reviewing my question and my sheets. I hope you have a wonderful evening.
 
Upvote 0
You're welcome.
One lesson that I often need to be reminded of myself is that DATA and PRESENTATION are usually managed best separately. So, if you haven't gone too far down using a blended approach, I suggest you try to do that. You will find two things: 1. Managing Data is Easier and 2. Your presentations are not only easier but can be more impactful to the viewer.

Here is a great video of things not to do in excel. I think knowing the don'ts is often better than learning neat tricks because once people start relying on bad practices it is hard to UNLEARN them.

 
Last edited:
Upvote 1
You're welcome.
One lesson that I often need to be reminded of myself is that DATA and PRESENTATION are usually managed best separately. So, if you haven't gone too far down using a blended approach, I suggest you try to do that. You will find two things: 1. Managing Data is Easier and 2. Your presentations are not only easier but can be more impactful to the viewer.
Thank you so much. This is definitely a lesson in that!
 
Upvote 0
Thank you so much. This is definitely a lesson in that!
i just edited my last statement with a link to a great video resource.
Mr. Excel, ExcelIsFun, and MyOnlineLearningHub are great youtube channels that subscribing to may be helpful.
 
Upvote 1
my pleasure. I hope that you can find a way to create a basic yet impactful visualization.

Best wishes!
 
Upvote 1

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