the previos article
Peter Kalmström, CEO and Systems Designer of kalmstrom.com
Business Solutions, showed how to export a SharePoint list
view to Excel and how to visualize data with the Excel Quick
Analysis feature. He also explained how the connection between
SharePoint and Excel works.
In the demo below, Peter continues to visualize and analyze
the same SharePoint data in Excel by creating a pivot table
and a pie chart that shows number of worked hours per assinged.
Create a pivot table and pie chart from SharePoint list
Click anywhere in the table and then on 'Summarize
with PivotTable' under the DESIGN tab in the Excel ribbon.
Select what data you want to view in the Pivot table.
Peter chooses the default option, the table he had clicked
Drag and drop the fields you want to work with to
some of the four Pivot areas.
To create a chart, click in the Pivot table and
then on the PivotChart button under the PIVOTTABLE TOOLS,
Select the chart type and design you prefer to visualize
the data from the SharePoint list.
If you want to learn more about analysis and visualization
in Excel, please refer to our Tips series Excel 2016 from Scratch,
which is also suitable for earlier versions.