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How to Build a Change Management Report with Clustered Columns in Excel

Last modified: November 23, 2019
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Estimated reading time: 2 min


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

PivotChart

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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