PivotTable Wizard for Excel

It's Easy to Create a PivotTable Using
the ChartSmartXL PivotTable Wizard

If you are like many Excel users, you struggle with creating PivotTables in Excel. However, PivotTables are a valuable tool that every quality improvement professional should learn know how to use. The ChartSmartXL makes creating PivotTables easy. Here is how.

  1. Perform some basic data cleanup on your "flat" transaction files like the one below:
    • Make sure each column has a distinct heading.
    • Check for misspellings or inconsistencies in your data. For example, Hosp1 and Hospital 1 will be treated as two different values by Excel. Use Excel's Find and Replace function to make these consistent.
  2. Next click on one to four columns of data to select them. These columns will be included in your PivotTable. In the example below, we selected four columns of data (region, entity, admit date, and charges).
  3. Next click on the ChartSmartXL menu, and select the PivotTable Wizard in the Data Transformation Tools section.
    Pivot-table wizard in ChartSmartXL
  4. Based on the frequency of values in each column, the ChartSmartXL PivotTable Wizard figures out where to place each slice of data and automatically creates a PivotTable for you.
    pivot table in excel using the ChartSmartXL
  5. These pivot tables can then be grouped by date or rearranged as required.
    pivot table group by months
  6. Once you have the data view that makes sense, you can select data right from the Pivottable and draw charts. In the example below, select the cells highlighted in yellow to create a Pareto Chart and the cells highlighted in blue to create a Performance Chart.pivot table to create charts
pareto from pivot table
Performance Chart from pivot table


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To easily create PivotTables in Excel, purchase ChartSmartXL SPC Software for Excel through our secure shopping cart!