How to use regular charts on dynamic pivot tables in Excel

There are many good reasons not to use Pivot charts as described in this article i.e. – one I would like to add is the bug when using “invert if negative”: The inverted colour will disappear once you refresh your data.

If you use Power Query to create the pivot for your chart, a regular chart will be created on it: Gone are the restrictions that come with the Pivot-Chart and it will also adjust dynamically to new or deleted rows and/or columns.

How to create your regular charts on dynamic pivot tables:

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Report Design with Power Query (1): Cascading Time Granularities

Cascading Time Granularities

When the client is not happy with the pivot report layout options on cubes in Excel, my usual reaction is “OK no problem, then we’re going to use cubefunctions instead”. This went well until recently: My client told me that he wanted a report like above: Years totals first, followed by quarters & months totals, but with growing number of years! All nicely close together, no gaps. Normally I don’t mind cubereports with dynamic table length (will blog about this later), but this is basically 3 dynamic reports under each other (yes they are still alive and will probably stay 😉 ):

  Screen_3Years

So it was time to test what Chris Webb has talked about in this blogpost: Using Power Query as a report authoring tool in Excel. The idea was to use Power Query’s append-function to attaching 3 different report: Year, Quarter, Month. They could then have different lengths, the append-operation would seamlessly stitch them together. The connection to the cubedata was easy enough, thanks to his brilliant step-by-step guide. But then there were some challenges to solve:

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Waterfall Chart using Power Query

How to create a Waterfall Chart using Power Query?

Target is a chart like above: Starting point, several movements & then an ending sum. Every movement starts at the end of the previous movement, upsides in green colour, downsides in red.

The source data for this kind of charts are normally missing the last line like this example with a P&L:

SourceData

So this makes it always a bit clumsy to integrate in an automatically refreshing reporting package, especially if the number of lines/bars to report is dynamic.

So here comes the Power Query solution: Fully automatic & dynamic – calculation & charting.

Simply update your source data (Table: “Sourcedata”) & the rest will be done automatically. In this simple example the order of the Sourcedata-table will be kept in the chart.

Refresh the query or check “Data – refresh all” – done.

You can use this as it is – just prepare your table accordingly (fill in your numbers manually, create links or a power query to your source data… however), no need to adjust the query or even have a look at it.

Waterfall

 

But if you’re interested in how this works, just read on 🙂

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