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Analyze List Data with Pivot Table and Chart

A SharePoint Online tutorial by Peter Kalmström

SharePoint iconIn 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 data

  1. Click anywhere in the table and then on 'Summarize with PivotTable' under the DESIGN tab in the Excel ribbon.
    Summarize with PivotTable button in Excel
  2. Select what data you want to view in the Pivot table. Peter chooses the default option, the table he had clicked in.
  3. Drag and drop the fields you want to work with to some of the four Pivot areas.
  4. To create a chart, click in the Pivot table and then on the PivotChart button under the PIVOTTABLE TOOLS, ANALYZE tab.
  5. 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.

Excel 2016 from Scratch is also available as book and e-book.

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