Link Pivot Chart Title to Report Filter

functionalartRecently, I enrolled in an online Infographics and data visualization course, and the classes started last week.

The instructor is Alberto Cairo, who wrote The Functional Art: An Introduction to Information Graphics and Visualization.

He uploaded the first two chapters of his book for us to read during week one, and I really enjoyed it. There was some history, some theory, and plenty of graphics, to illustrate the text.

Improve the Infographic

One of the assignments this week was to suggest improvements to an infographic on Social Web Involvement. There are 16 countries in the infographic, overlaid on a world map, and it's difficult to read or understand the data.

Here is a small section of the graphic, showing data for Canada. Do you have a headache yet, just from looking at that tiny section?

infographicsocialweb

Create a Pivot Table

To experiment with the data, and see how I could improve on the presentation, I put data for a few of the countries into a table in Excel.

infographicsocialweb02

Next, I created a pivot table from the Excel table, with:

  • Country as a Row label
  • Activity as a Report Filter
  • Percentage in the Values area (formatted as Percentage, with 1 decimal).

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Create a Pivot Chart

Based on the pivot table, I created a bar chart, that shows the total percentages for each country.

infographicsocialweb04

To improve its appearance, I made the following changes:

  • Click the Ribbon's Layout tab, click Legend, and click None
  • On the Ribbon's Analyze tab, click Field Buttons, and turn off the Axis and Value buttons – leave the Report Filter button on

infographicsocialweb05

Then, instead of showing all the activities lumped together, I could select a specific activity from the drop down list.

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However, the chart doesn't show which activity has been selected – the chart title just says "Total".

infographicsocialweb07

Update the Chart Title

Instead of showing "Total", I'd like the chart title to change when I select one of the activities. To fix that, I'll link the chart title to the Report Filter cell.

  1. Click on the chart title, to select it
  2. Click in the Formula bar, and type an =
  3. Click on the Report Filter cell – B1 in this example
  4. Press Enter, to complete the formula

chartlinktitle

Chart Title Updates Automatically

Now, if I select an activity in either the pivot table or the pivot chart, the chart title updates automatically, to show which activity has been selected.

If you'd like to show a special heading if (All) or (Multiple Items) is shown in the Report Filter cell, you can create a formula, and link the chart title to that cell.

In the screen shot below, the following formula is in cell E1, and the chart title is linked to E1.

=IF(B1="(All)","All Activities",IF(B1="(Multiple Items)","Multiple Activities",B1))

infographicsocialweb08

And now I'd better get back to my homework!

________________

14 comments to Link Pivot Chart Title to Report Filter

  • Philippe BÉRARD

    It's exactly the question I tried to solve last week !
    And to add to your presentation, it also works with a named range.

    Philippe

  • CCH

    BRILLIANT!!!
    This was exactly what I needed, works great!
    Thanks!

  • Jw

    What if your row labels are years, and you want to reflect the active/chosen range (i.e. 2012 - 2014) or if 2013 - 2014 are chosen... then reflect that range

  • TK

    Can you append to this formula in some way? I would like mine to say ="This is my chart's name: " & "link to charttablecell answer"

    i.e.

    This is my chart's name: Banana
    This is my chart's name: Orange

    where Banana and Orange reference the slicer information I'm pulling from the table to make my pivot chart

  • Mark

    Perfect. I was looking at several other solutions that involved macros. Simple and sweet.

  • Fernando

    Great Debra! Excel made it for me the first time, but I was unable to reproduce it up to reading your post.

    I'm still wondering why I should move the chart back to the pivot table sheet to make the title configuration and back move it again to an independent sheet as I wanted to be (no way to make the reference from the independent worksheet, same behavior as using sliders, can´t use it if I'm working in an chart in a new sheet) Curious, isn't it? ´

    Again, thanks for your post!

  • Nice post. I was doing something similar with the title of a Pivot Chart that lived in a chart sheet. You can link the title to a cell on another sheet as long as the target cell does not have a range name associated with it - Excel complains with an error. Strange. I thought maybe it had something to do with the scope of the range name but it had Workbook scope. Once I removed the range name from my cell containing the string formula for my chart title, I could link the chart title to that cell.

  • Amir

    Thanks a lot, it saved my time and helped me in implementing my dashboard in more elegant way!

  • Emilie

    Thanks so much. Exactly what I was looking for!

  • apunc1

    Was this done in Excel 2013? I'm using 2007 and I can't figure out how to get the report filters ON the pivot chart. My Analyze ribbon looks slightly different than yours.

    I have everything working for linking the chart title for automatic updating (nice IF function, BTW) but how can I add text to the title along with the cell reference? I did this a long time ago on an old file but when I look at the chart title, I can't figure out how I did it as only the cell reference is visible. I can't seem to get the syntax right.

    It should be something like ="Current vs. Previous Month for "&Sheet2!$D$1

  • Claire

    Thanks, so clear and precise, just what I was looking for. I tend to do the 5 second scan through instructions once and hope for the best, and yours worked for me first time - the visuals were great. I thought I would use the time saved to send you a thanks :)

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