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Formatting a Table correctly for a Pivot Chart

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    Formatting a Table correctly for a Pivot Chart

    Evening,

    So I've been given this task within my job, of monitoring when colleagues go out of date on their courses. The spreadsheet I have at the moment has a column for when said persons currency in that course expires, with a calculated column next to it based on those dates. I've been trying to put all of this into a Pivot Table but for the life of me I can't seem to get it how I want. Basically the courses listed on the X Axis with clustered columns saying how many people are either In Date, Due, or Expired. I'd also like to be able to filter between individual sections and have the chart update automatically. I'm extremely new to this and am not sure I've formatted the table in the best way possible, any help would be appreciated!

    Thanks,
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    Re: Formatting a Table correctly for a Pivot Chart

    You are in luck. You have Excel 2010 or better which means you have slicers. Slicers are more than fancy filters; they can also be used to control multiple pivot tables at once!

    Do a web search on slicers. They are actually quite intuitive but also very powerful.

    To get you started on your issue:
    - Select a cell in the pivot table
    - Select Insert from the main ribbon and then Slicers (it's about 2/3 rds of the way over)
    - This will give you a list of columns in your spreadsheet
    - Select Section and you are done

    One of the nice things about slicers is that they do not have to be part of the pivot table itself. The only requirement is that they have to be part of the source data for the pivot table. Also slicers are "cascading" meaning that the selection of a value or values in one slicer may affect what can be selected in the remaining slicers. For example. suppose you had 2017 data for June to December and 2018 data for January to March. If you select 2017 in the Year Slicer, you will only be allowed to select June to December in the Month Slicer, If you were to clear the year filter and select February in the Month Slicer, only 2018 will be available in the Year Slicer.
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    Re: Formatting a Table correctly for a Pivot Chart

    Hi there,

    Thanks for your response. I did have a look at slicers, but the outcome I want is something like the chart in this image: https: / / goo.gl/images/dgykZd

    Please delete the spaces as I can't post links yet^

    So where it has the cities I would have the courses, the legend would be the status of the course and then I could use the slicer and view all 4 courses at once, instead of in 4 different charts if that makes sense?
    However when I add more courses to the Legend and Values area, it doesn't quite work...

    Thanks,

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    Re: Formatting a Table correctly for a Pivot Chart

    With this arrangement of your data, it is easiest to use the data transformation in Power Query.
    See how the data layout should look in the "data" sheet.
    Regards
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    Re: Formatting a Table correctly for a Pivot Chart

    That's perfect! May I ask how you transformed my existing table into that? Many thanks!

    Edit: I've opened the workbook you attached in Excel 2010 which may not have it and would be the reason why I can't find it, I'll have a proper look when I'm at work tomorrow! Thanks.
    Last edited by AxeMan0707; 10-18-2018 at 05:02 PM.

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