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Pivot Charts and Grouping

Posted on 2013-06-20
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Last Modified: 2013-06-24
This is probably easy but not able to figure it out.  I need to create a pie chart that show all projects that are overbudget by Reason.  I have the variance in the data and need to only show when the it is over 5%. Can some one help, the sample file is attached.
Pivot-Test.xlsx
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Question by:jmac001
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Expert Comment

by:als315
ID: 39263762
You can filter your data and on chart you will also see filtered data.
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Author Comment

by:jmac001
ID: 39263770
I tried filter and it was not filtering out the data
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Expert Comment

by:als315
ID: 39263796
Can you upload sample with unfiltered chart? Do you like something like this sample?
Pivot-Test.xlsx
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Author Comment

by:jmac001
ID: 39265905
One more question is there a way to group the variance % 0-4.99% and 5%+ so that I can show that number of projects?
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LVL 39

Expert Comment

by:als315
ID: 39266346
You need additional column with these groups
Pivot-Test.xlsx
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Author Comment

by:jmac001
ID: 39266937
That is actually what Im looking for but having a little problem with recreating.  
These are the stops I have tried and keep getting an error:  Using 2010:

Insert Pivot, Pivot Table Tools, Options,  Fields.Items.Sets, Calculated Field, Name = Group, what do I place in formula and do I need to do anything with the actual table of data?
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als315 earned 500 total points
ID: 39268936
You should at first add column to sheet1 with formula:
=IF(J2<0.05,"<5%",">=5%")
then select this new column and add pivot chart. Add it to axis fields(Categories) and to value (as count of), change chart type to pie:
pivot chart
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Author Comment

by:jmac001
ID: 39271382
That makes more sense, thanks for all of your help.
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