How to Build a Change Management Report with Clustered Columns in Excel
This article will show you how to make a pivot chart that utilizes change management data. We will go over the creation process for a clustered column chart and show a few useful editing techniques.
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This video provides step-by-step instruction, or you can follow the steps listed here.
Step 1: To begin, select the database to use
Step 2: Select the multidimensional database (MDB)
Step 3: Now click on the ‘Change Management’ cube
Step 4: Click the ‘Next >’ button to continue
Step 5: Click the checkbox for ‘Always attempt to use this file to refresh data’
Step 6: Click the ‘Finish’ button to leave the Data Connection Wizard
Step 7: Click the ‘OK’ button to finish importing the data
Step 8: To begin collecting data, click on the search bar over under the ‘PivotTable Fields’ section and type in ‘changes closed’
Step 9: Click the ‘Changes Closed’ field
Step 10: Click on the ‘Clear Search’ button to delete our last search
Step 11: Click on the search bar again and type in ‘hierarchy – assignee’
Step 12: Click on ‘Hierarchy – Assignee’ to bring the entire hierarchy into our chart
Step 13: Click on the ‘Clear Search’ button again
Step 14: Click on the search bar one more time and type in ’priority’
Step 15: Click and hold on the ‘Priority’ field
Step 16: Drag it down into the ‘Columns’ section
Step 17: Now click on the ‘PivotChart’ icon under the ‘Analyze’ tab
Step 18: Now click on the ‘Stacked Column’ option for our chart
Step 19: Click the ‘OK’ button to confirm our selection
Step 20: Resize the chart in whatever way you think is best
Step 21: Now we can click on selections from the table to see the details in the PivotChart. I’m going to click on ‘CEI Corporate’ here
Step 22: And now we can see the fields change in the PivotChart
Step 23: I’m going to close ‘CEI Corporate’ now to focus on the entire data set
Step 24: Now we’re going to right-click on one of the fields in the chart so we can sort them
Step 25: Click ‘Sort > Sort Z to A’ to sort the fields. If the fields were numerical, we could use this same function to sort from largest to smallest
Step 26: If you’d like, you can also add labels to the chart. Click on one of the columns to select all the data
Step 27: Now right-click so we can make an edit
Step 28: Select ‘Add Data Labels > Add Data Callouts’
Step 29: Now we can click to drag the callouts around to clean them up a bit
Step 30: Now we’ve completed our PivotChart with several useful dynamic and interactive features
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