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Follow these four easy step to compile an Excel Pivot Chart for your company's accounting

by , 23 July 2014
When it comes to crunching the numbers for your business, it's easy to get lost in all the figures and values. This is where a visual aid can come in handy.

By having a graphic representation of your accounting records, you can easily compare your losses and profits, for example.

The best way to do this is to create an Excel Pivot Table and then, from there, create a Pivot Chart. Here's how to do this in just four easy steps...

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First create your Excel Pivot Table to simplify your company's accounting

 
Step #1: It's incredibly simple to create a Microsoft Excel Pivot Table and you can do it in less than five minutes. It's as simple as choosing the data, clicking on 'Pivot Table' from the 'insert menu'. Then, tell Excel where you want the Pivot Table and choose the fields you want to show up in the report.
 
It's that simple. From there you'll have no problems creating a Pivot Chart to show your accounting records in graphic form. 
 
It's easy to create a chart from your Excel Pivot Table using these steps
 
Step #2: Click a single cell from the raw data. In the 'insert menu' click on 'Pivot Table' again to open the 'Pivot Table dialog box' and click 'Pivot Chart'.
 
Step #3: On the 'Pivot Table tools' box that pops up, you'll see all the data is already selected so just click 'OK'.
 
Step #4: Now the 'Pivot Table field list' will open. Drag the field type you want at the bottom of your graph into the 'Axis Field Box' on the bottom left of the box. Then drag the field type you want as your figures into the 'Value box' on the bottom right of the box.
 
Click 'OK' and you have a Pivot Chart. It's that simple and is a great way to help you and your managers understand your company's bookkeeping better.
 
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