Once you have a pivot chart, you might want to create additional pivot charts to provide different views of the same data. This worksheet has a simple pivot table and pivot chart already set up. As always, any change to the pivot table is reflected in the pivot chart, and vice versa. Let’s say we want to add a second chart using the same data. I could duplicate the existing chart with the shortcut control + d. However, any change to the fields or filters will affect the pivot table and both charts, since they are both linked to the same pivot table.  So, this won’t work if we want different views of the same data. To create independent pivot charts based on the same source data, we’ll need to copy the pivot table, too. I’ll delete this chart, and let’s try again. The easiest way to create a new pivot table and pivot chart in one step is to put the pivot table and chart on a separate worksheet, and then simply duplicate that worksheet. To copy a worksheet, just hold down the control key until you see a plus sign, then drag to a new location. Now we have a copy of the pivot chart and pivot table, and I can customize the chart as needed. For example, I can summarize total sales by product. Now if I go back to the original pivot chart and table, you can see that they are unchanged. The final result is a pivot table and pivot chart that are independent of the original chart, but still linked to the same source data. You can use this approach to build out simple dashboards, as you’ll see in the next few videos.

Dave Bruns

Hi - I’m Dave Bruns, and I run Exceljet with my wife, Lisa. Our goal is to help you work faster in Excel. We create short videos, and clear examples of formulas, functions, pivot tables, conditional formatting, and charts.