trouble grouping years into decade groups

Hello. I have encountered a problem with a pivot table (PT ) used to create a demo dashboard for snowfall data at a ski resort.

 My data is in an Excel Table beginning with column 'Season' (1970, 1971, 1972, etc.  through 2014). Each column to the right of the Season column has snowfall data for each month of that year (Oct, Nov,  Dec,  etc. )

First, I created a PT from my source data to illustrate Annual Snowfall trends from 1970 2014. Then I created a pivot chart (line) for later addition to a dashboard.  It is on a tab called AnnualTotals.  So far so good.

But when I attempt to start with a new tab to create a (2nd) pivot chart, from the same data source, for the purpose of grouping snowfall totals by decade - any Grouping in my new 'SnowfallByDecade' tab changes the first 'AnnualTotals' tab as well even though the new (2<sup>nd</sup>) PT is on a different tab.

The original data for 'Seasons' was TEXT, so I changed it to 'General' in hope that would solve the problem.  But I am still unable to create a new tab to group by decade without Excel automatically modifying the first pivot table and pivot (line) chart (AnnualTotal tab).

I have made dashboards before with grouping and never saw this phenomenon, so I am confused.

Any comments or suggestions are welcome.  Thanks in advance.

I also have an Excel (xlsx) file that can e-mail for further investigation.


April 2nd, 2015 3:54pm

Hi,

The reason the change of the pivot table is effecting you charts, because the charts are linked to the pivot table.

Because it is linked it is called a pivot chart.

You can do two things, remove the link and select the parts you want to make the chart from. Every time you have a change, you might need to refresh it.

Or make a new pivot table for you second chart. When your pivot is updated your chart will also automatically update.

You will have a pivot for both chart designs.

With pivot tables (in excel 2010) you also have the option slicers. This kan also make it easy to change the pivot table, that is a nice feature.

Good luck!

Reshma

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April 2nd, 2015 4:16pm

You can use the PivotTable and PivotChart Wizard that shipped with older versions of Excel to create an unshared pivot table based on the same data source.  Simply press keys ALT, D, P in sequence to start the wizard.  When prompted to base the new report on an existing pivot table, click "No".

More information can be found at:

https://support.office.com/en-in/article/Unshare-a-data-cache-between-PivotTable-reports-87188806-0c24-4d17-b2f7-9e3a4a05542b


April 2nd, 2015 4:32pm

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