This post is part of our spreadcheats series. Please read other posts in this series to know how you can cheat excel to become more productive at work.
Do you know that you can create dynamic charts in excel using data filters ? Yes, that is right, we can use data filters as chart filters too. When you apply a data filter on a chart’s source data, the chart is also filtered.
See this screencast to understand it: (if you cant see it click here)

This technique is much simpler than dynamic charts using drop-down lists and INDEX formula idea presented earlier. All you need to do is,
- Create chart for all your data. Include sales, profits and expenses
- Now, apply data filters to the source data range (menu > data > filter > auto filter, in excel 2007, use home ribbon > filter & sort button > filter)
- Select the type of data you want to use in the chart by applying a data filter
- Bingo, you have a dynamic chart that can be controlled using data filter settings.
How do you like this technique ?
Browse more such nifty hacks by reading previous posts in spreadcheats series.













5 Responses to “Preparing Profit / Loss Pivot Reports [Part 2 of 6]”
[...] Preparing Pivot Table P&L using Data sheet [...]
[...] Preparing Pivot Table P&L using Data sheet [...]
[...] Preparing Pivot Table P&L using Data sheet [...]
I am not getting sound from the videos. I have checked all the settings and spent several hours searching the Internet to no avail.
Has anyone else had this problem?
Is there anyway to get the Grand Total to be broken out in the same fashion as the items above it? For instance, if you have in column 1, widget a, widget b, and have their sales by month in column 2, I'd like to see the grand total also be by month, for widget a & b combined.
I can't get anything other than a single line for the grand total, rather than the same format as the data above.
Widget A Month Sales
Jan 100
Feb 200
Widget B
Jan 150
Feb 250
Grand total - here I would also like to have Jan, Feb.
Jan 250
Feb 450