In this workbook we have service data
that shows the date of each work order
and we'd like to create a summary to
show the number of work orders 
each month,
comparing 2013 and 2014. We'll see how
we can set up a pivot table to summarize
the data, and then a pivot chart that
shows the years. Here's a sheet with all
the raw data. We've got it set up as an
Excel table. Each work order has a number
and we can see the request date and the
date the work was done. First step will
be to create a pivot table from this
data to summarize things. Click anywhere
in this table and on the insert tab I'll
click pivot table. This list is a
formatted Excel table, a named table, so
we can see that it's picked up the name
automatically, and if we add new
records this will expand to include
those. I'd like this chart on an
existing worksheet. I'll click in here,
click this box. I would like it on
service chart in cell A3. Close that 
Click OK. Here's the empty pivot table and
I'm going to put in the work date and
then I'll put the work order into the
values and it will show up as a count
Now we have everything summarized by
date and I'm going to create a chart, to
see how it looks now. I'll go back to
the Insert tab. I'll click Pivot Chart
and it's suggesting a column chart, but I
would like a Line, and I'd like this type
of Line. I'll click OK, and it's put in a
very bumpy line chart for me.
It's charting each day, and I would
like it by month and year. I'm going
to have to group the dates. Right now, all
the dates are listed individually
I'll right click on a date, and Group
I'd like them grouped by years and months 
I'll select both of those
Click OK, and now the chart looks much
better. It's showing a single line and 
we can see the months across the bottom,
2013 followed by 2014. We'd like to
compare year to year though, so I need
to create a single line for each year.
To do that, I'm going over to the
pivot table field list and I can see
years and work date, here in the rows 
To get two separate lines, I'm going to
drag years up into Columns, and when 
I let go, it creates a line for each year.
That's the layout we want. You can do
a couple of other things to make this a
little easier to read, and more appealing
to look at. Here, where it says Count
of Work Order, if I go to the pivot table
and type Work Orders, and I press ENTER,
that shows up in the pivot chart as well.
If I don't want this button at the
bottom I can right click on it, and 
hide the axis field buttons
For more Excel tips and tutorials and to 
download the sample file for this video 
please visit my Contextures website at
www.contextures.com
