How to use GETPIVOTDATA with Excel Pivot Tables

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Pivot tables are very powerful analysis tools. They can summarize vast amounts of data with just few clicks. But they are lousy when it comes to output. Imagine the horror of putting a pivot table right inside your beautiful dashboard. One refresh could ruin the layout and create half-an-hour extra work for you.

How to combine the power of pivot tables with elegance of your dashboards?

The answer is: GETPIVOTDATA()

What is GETPIVOTDATA?

As the name suggests, GETPIVOTDATA gets pivot table data. The best way to understand GETPIVOTDATA is by looking at an example.

Let’s say, you have a pivot table like the one below. And you want to know what is the Amount for Cust Area = Middle & Prod Category = Biscuits combination.

The below GETPIVOTDATA formula should work.

=GETPIVOTDATA(“Amount”,$A$3,”Cust Area”,”Middle“,”Prod Category”,”Biscuits“)

GETPIVOTDATA-explained

As you can see GETPIVOTDATA has below syntax.

GETPIVOTDATA(value field name, any cell reference in pivot table, [field name 1, value1, field name 2, value 2 …])

Few more examples of GETPIVOTDATA:

Check out below examples to understand how various parameters of the GETPIVOTDATA function behave:

GETPIVOTDATA function What it does Value
=GETPIVOTDATA(“Amount”,$A$3,”Cust Area”,”South”,”Prod Category”,”Biscuits”) Gets Amount for South & Biscuits combination $609.50
=GETPIVOTDATA(“Amount”,$A$3,”Prod Category”,”Biscuits”) Gets grand total for Biscuits $5,251.10
=GETPIVOTDATA(“Amount”,$A$3,”Cust Area”,”South”) Gets grand total for South $4,342.20
=GETPIVOTDATA(“Amount”,$A$3) Gets grand total of all amounts $41,828.00
=GETPIVOTDATA(“Amount”,$A$1,”Cust Area”,”West”,”Prod Category”,”Snacks”) Gives an error as $A$1 is not part of the pivot #REF!
=GETPIVOTDATA(“Amount”,$A$3,”Cust Area”,$P$2,”Prod Category”,$P$3) Gets Amount for cust area = P2 and pro category = P3 cell values. depends on variables
=GETPIVOTDATA(“Amount”,$A$3,”Prod Category”,category_name) Gets grand total for category = category_name value depends on variables
=GETPIVOTDATA($P$4&””,$A$3,”Cust Area”,$P$2,”Prod Category”,$P$3) Gets P4 value field for Cust Area = P2 and Prod Category = P3.
Note: $P$4 &”” is used to convince GPD that P4 is a string not number.
depends on variables

Using GETPIVOTDATA in dashboards

The idea is simple. Since GETPIVOTDATA can be parameterized  with variable cells or named ranges, we can use it in dashboards to get relevant data based on user input.

Sample this:

getpivotdata-demo

Or this dashboard powered with GETPIVOTDATA

sample-dashboard-powered-with-getpivotdata

Things to note when working with GETPIVOTDATA:

GETPIVOTDATA is a very useful function, but it does have a few quirks.

  • If your pivot table has slicers linked to them, GPD will reflect the results based on slicer selection.
  • If your pivot table has any items filtered (say category Biscuits is filtered out), then GPD will return #REF error when you try to get any value corresponding to Biscuits.
  • If you change the pivot table structure, your GETPIVOTDATA functions may not work as you expect.
  • If you turn off grand totals or sub-totals, you can no longer get them thru GPD.
  • GPD requires that your original pivot tables remain intact and visible all the time.
  • If you want to completely get rid of pivot tables and still get answers to questions, then you should use CUBE formulas along with Workbook data model feature (more on this in a future post).
  • The best & easiest way to write GPD is by pressing = and referencing a cell inside the pivot. This will automatically write the GPD for you. You can then customize the parameters as you need.
  • You can turn-off GPD by going to Pivot Table Analyze ribbon tab & unchecking “Generating GETPIVODATA” option from PivotTable options area.

Download GETPIVOTDATA Examples workbook

Please click here to download the GETPIVOTDATA example workbook. Refer to various tabs & formulas to learn more. Don’t forget to play with the dashboard powered by GETPIVOTDATA.

Learn more about Pivot Tables

If you are new to Pivot Tables, it’s high time you started using them. Check out below pages and get started.

How do you use GETPIVOTDATA?

Let me be honest. For my dashboards, I usually write direct cell references (=A7) instead of GPD. This keeps my formulas short. For dynamic / parameterized setups, I usually write INDEX / MATCH formulas that talk to Pivot Table data. But occasionally I use GETPIVOTDATA because it is very easy to setup and does what it says on the sticker.

What about you? How do you use GETPIVOTDATA? Please share scenarios in the comments section.

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37 Responses to “Pie of a Pie of a Pie chart [Good or Bad?]”

  1. Psuken says:

    If I could have the same quality of graphics and illustration in Office Apps, I would certainly use it.

  2. Psuken says:

    If I could have the same quality of graphics in Office Apps (Excel, PPT) I would certainly use it.

  3. Chandoo,

    First, let me say I love your blog. I like this post, and I think that technically (in terms of readability of data) your argument is correct. The bar of bars, and the table, are much better for readability and accuracy, and as you say would be much easier to produce.

    But these points ignore the context of the chart. If the chart was part of a scientific paper, your solution would be a valid one. The context in this case is an illustrated atlas of wildlife. A companion graphic to go with written text. The importance of aesthetic goes up over readability and accuracy. Much of the data and points (I assume) will be covered in the text.

    There's always a pure technical tufte-esque argument. But I sometimes think it ignores the value of aesthetics. (Which I admit are quite subjective)

    Great post though. Thanks. 

  4. Tim says:

    The Treemap makes the scope of the data much clearer!  The 3D pie chart depiction is deceptive.

  5. Ryan says:

    This reminds me of the videos ive seen on the internet where it compares the relative sizes of the earth with the larger planets, then the sun, then other stars in the galaxy. Eventually there is an image showing the largest star in the sky with a little pixel representing the sun. 

    My point is if you varied the size of the charts it would help convey the message. The first chart (salt vs fresh) would be the biggest and the rest would be arranged in descending order. I feel this would be more accurate. 

  6. Navigator1972 says:

    It may be helpful to consider the advice of Steven Few  and Edward Tufte regarding pie charts in general. To summarize, they are seldom the most useful way to present data. Here's Few's thoughtful piece on the subject.
    http://www.perceptualedge.com/articles/08-21-07.pdf

  7. Al Hoefer says:

    Try putting the percentages on the bar charts instead of actual amounts. Lakewater would be .013 % instead of 52.

  8. jignesh says:

    That is very good pie chart example.
    Please send example file if it is possible.

  9. Anuj says:

    It will work , even though colors may be confusing , it can be labeled well . Also it can be called as the drilled chart , as it drills in information further , like the first chart may show business in a region , second may drill into a particular region , thrid may further drill into wat products are there in that region . It works well for me , i would more vote for the 2 nd option .

    Overall all this site is awesome ,

    p.s : just like me

  10. Matt says:

    The risk with pie of a pie of a pie chart is that Jon may have a seizure by looking at it. Also, it isn't easy to read. 😉 
     
     
     

  11. dan l says:

    I dunno.  The only thing worse than a pie chart is a cascading series of pie charts. I don't even think they really lend themselves to this sort of thing.  It just becomes a big hide-the-ball game with your viewer. 
    Those goofy connectors between the pies are pure chart junk.  I can't really tell if the second chart has 2 series or 3 - because the connector is a different color than the 2 labeled slices.  Despite that, even whereas the drill down kind of works, still the individual components suffer from the same old weaknesses that 3d pie charts have. 
    Use a large bar chart as your "cover story", and fill in the sub points with smaller bar charts - or even go grab the Fabrice SFE project for extra butter.  Use page orientation, color, and some text styles to guide your audience through the drill downs.  
     
    FWIW, if you check out the guy's site, you can find several other truly mortifying charts:
    http://www.andrewdavies.com.au/index.html
    The methane emissions one is particularly heinous.  Although, I'm kind of debating what I think about the 'Glacier Changes" chart.  I'd kind of like to see the data on that to see how it would look in a more traditional horizon chart. 
     
     

  12. Pushkar says:

    Its a very nice way to represent the data, especially when we have sets and sub-sets within the data.
     

  13. Hui... says:

    I like these!

    Except for the fact that they aren't dynamic and hence must be setup manually each time

    It would also be nice if they could be interrogated as in select a different segment and the new data falls out automagically, but then none of the standard Excel charts do that either.

     

  14. annemarie says:

    I'd like it better if the bars were stacked.  How about this idea (I hope I can convey it in words):

    First bar is vertical and stacked.
    Second bar is horizontal, stacked horizontally and the same proportion had it been on the first bar.
    Third bar is vertical, stacked vertically and the same proportion had it been on the second bar.

    Then it would really look like you are zooming on the chart, like the Powers of Ten video, or maybe like the golden ration spiral.

  15. Kuldeep says:

    These looks shunting but setting up for each step makes kicks them out. However if these can be arranged automatically by native excel or by VBA, these will be the part of my "Archery"

  16. Arindam Dhar says:

    I agree with Chandoo's Suggestion about the Bar Graph which represents data in a very appropriate manner. Even I prefer doing the same. I seldom use Pie Chart unless required.

  17. Joerg says:

    That's a real nice example of a missleading infographic. But to be honest, I think chandoos suggestion is not much better!
    Why are pie charts bad? I think because they don't show the real size-relations. The biggest pie in that example ist 300k big. The 2nd one has only the size of 10k, about 3% of the first one. Niether the pies nor the bars show the real sizes. I jnow, it's hard to show the sizes because the values of the second and the third pie are so small. But that's what visualization are about - showing relations to allow the reader to see the real sizes!
    So how to show the real figures?
    First possibility is o use a 1:1 scaling. Well then, you need a very big screen to show also after a 90° rotation, wihich I would prefer because it's a structural comparison and not a timeline. Maybe that solution is not the perfect way.
    The other chance you have is to zoom in but to really show that you zoom in! http://www.pro-chart.de/images/Water_Fall.png maybe gives you a first impression what i mean. (i was a quick try, done in 10 minutes)
    The next way is, maybe to fold the bars like in the financial report 2011 of the Post of Switzerland page 22. That chart is based on an excel chart. Maybe can explain you how to do it 😉

    Financial Statement: http://www.post.ch/en/post-startseite/post-berichterstattung/post-berichterstattung-service/post-berichterstattung-downloads/post-gb-2011-finanzbericht.pdf
    page 22: http://www.pro-chart.de/images/FS_Schweizer_Post.png
     
    A way that is not so very common is to divide the bars in a lot of single datapoints. So maybe the 390k bar then consists of about 5,000 single datapoint. That's not possible - it is! Have a look:
    http://www.pro-chart.de/images/Dotted_WF.png
    It's pure excel!
    Now one single point ist 0,2% of the whole (in the example above). Add more datapoints and you can visulize the very big and the very small numbers!
    Wish you a lot of fun - visualizing with excel can be very powerful!
    Joerg
    ...if you would like to know how these charts work, just send an email to J.Decker@pro-chart.de
     

  18. dan l says:

    Hey Joerg,  
     
    I don't dig so much the dotted waterfall thing.  But this is kind of awesome:
     
     
    http://www.pro-chart.de/images/FS_Schweizer_Post.png
     
     
     

  19. Angie says:

    Can you help me on the bar of bar graph?  Would it be possible to create that from pivot table?  Can you show me how to create the bar of bar graph?

  20. Yook says:

    do nothing but say "Awesome!"

  21. Suneet says:

    You are a Rock star.....This seemed an answer as if someone was reading my mind and just had the solution to my questions on what I exactly was looking for .....What a Fab !!

  22. Anthu says:

    can u explian me step by step

  23. mandeep says:

    Can anyone please explain how to make this chart please.
     

  24. Mandeep says:

    Can someone please explain how to make PIE OF PIE Chart.

  25. vamshi says:

    Hi... i love these charts.... can any one show me how to draw these charts in excel 2010

  26. Kuldeep says:

    Where is the attachment....it used to be there...i have seen this before but now i am not able to find...

  27. Jamie says:

    Normally I don't learn post on blogs, however I would like to
    say that this write-up very compelled me to try and do so!
    Your writing style has been amazed me. Thank you,
    quite great article.

  28. Gustav says:

    This is very impressive, I would like to learn how to build this for myself. I have tried for some time now, is there a step by step process on how to create these waterfall pie of pie charts?

  29. electrojit says:

    I am novice to excel and use it very seldom. But your blog contains to the point information one needs to get going.

    I was searching for a trick to do a Pie chart drill down - for example the first pie chart shows how the prices are distributed between perishable and non-perishable items.

    Now if we want to know how the perishable items are distributed - one can click the segment and it will draw another pie chart with distribution of all different perishable items (milk,meat,fruit,veg etc)

    So do you have any such trick?

    Regards,
    electrojit

  30. Ted Wilson says:

    I like the look of your pie of pie of pie chart, although I understand that the relative size of each pie does not represent the actual percentages.

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