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Excluding fields and including totals from pivot chart

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    Excluding fields and including totals from pivot chart

    I have a pivot chart with months in the rows column (actually it is a date and Excel also adds automatically "Quarters" and "years" to the rows which I have to remove or more recently discovered I could manually ungroup which is a bit of a pain) and I have "Section" in the columns and then in the values part I sum another column "A" which I plot as lines on a pivot chart - 4 lines are produced for 4 sections. I then add another field to the pivot chart that I also need to sum from a column "B", but I only need to plot the absolute total and not sums of each section. I can't figure out how to do that. I can easily get another 4 lines for each section of "B" but I just need the total across each of the 4 sections summed and plotted. Basically in the image below, I don't need the yellow in the plot but I do need what is in the red rectangle. What approach is needed to get sums of A included per section with only the total from B included as a plot?
    2018-10-23 10_25_08-req_test.xlsx - Excel.png

    Thanks.

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    Re: Excluding fields and including totals from pivot chart

    From screenshot, it doesn't look like you are using Excel 2003. What version are you using?
    If different from 2003, please update your profile, so that solution is applicable to your version of Excel.
    ?Progress isn't made by early risers. It's made by lazy men trying to find easier ways to do something.?
    ― Robert A. Heinlein

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    Re: Excluding fields and including totals from pivot chart

    I have updated my profile to reflect Excel 2016.

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    Re: Excluding fields and including totals from pivot chart

    Quote Originally Posted by benalt613 View Post
    What approach is needed to get sums of A included per section with only the total from B included as a plot?
    Pivot charts do not plot grand totals. And they do plot whatever is in the main body of the table. You'd probably need to load the data into the data model, create a new measure to total the B values regardless of section, then use a set to not display the 4 yellow columns.
    Rory

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    Re: Excluding fields and including totals from pivot chart

    What you are after can't be done within Pivot Table alone.

    There are few workarounds...

    1. Simply hide columns not needed. Though this may not be desirable, if column structure changes due to user interaction (slicer etc).

    2. Do total calculation outside of pivot table, using CUBE function(s) and measures for the Total column.

    To use CUBE function, I'd recommend loading source data into data model (and base Pivot off of it).

    You can find good tutorial in link below.
    https://www.excelcampus.com/cubevalue-formulas/

    Another alternative is to create pivot table from Data model and then convert entire pivot to CUBE formula using PivotTable ribbon tools.
    0.JPG

    Then simply delete unwanted columns. Format range as needed. You can use "Refresh All" to update value as table is updated.

    That can be used as basis for your chart (combined with named ranges).

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    Re: Excluding fields and including totals from pivot chart

    Thanks for this. I started going through the tutorial you provided and am going to have to spend time looking in to it further. From what I can tell this will be very useful for other pivot related reports I am doing as well.

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