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This workbook is set to print on most printers. Click Print on the File menu, click Entire Workbook under Print what, and then click OK.
Because the Source Data list and the Customers report are both fairly long, print areas were set to print out only the first three pages. If you
want to print all pages of either of these worksheets, click the worksheet, point to Print Area on the File menu, and then click Clear Print
Area.
The PivotTable reports in this workbook were all based on the first report, Customers!PivotTable1. When you create several reports from the
same source data in the same workbook, basing them all on one report minimizes the size of the workbook and the amount of memory used
when you open it. The reports all behave independently, however: you can refresh, format, and change the layout of each report separately.
The example reports in this workbook are formatted using the Report 5 format. Use the Format Report command on the PivotTable toolbar
to apply this format to your own reports.
When you click a report in this workbook, the PivotTable toolbar and the PivotTable Field List window should appear. If not, right-click any
toolbar and then click PivotTable to display the toolbar, and then click the Show Field List button at the right end of the toolbar to display
the field list.
Source data contains the original source records that provide the data values for the reports.
Customers analyzes which products each customer buys according to the quarter when they purchase.
Top 2 Products lists the two most popular products for each customer.
Top Q1 Customer finds the customer who purchased the most overall in the first quarter and lists the products that customer bought.
Top 2 Customers lists the two biggest customers for each product.
Chart contains a PivotChart report that represents the products and amounts purchased by the top three first-quarter customers graphically.
The instructions for creating it are provided on a separate worksheet, the Chart Instructions sheet.
Excel Help has further information about PivotTable and PivotChart reports. Ask the Excel Answer Wizard about PivotTable reports, or search
for PivotTable or PivotChart report information on the Office Update Web site.
Page 1
Sample Customer Reports Workbook Source Data
Page 2
Sample Customer Reports Workbook Source Data
Page 3
Sample Customer Reports Workbook Source Data
Page 4
Sample Customer Reports Workbook Customers
AROUT
Camembert Pierrot $510
Chang $228
Chocolade $138
Filo Mix $210 $56
Fløtemysost $258
Gorgonzola Telino $625
Gustaf's Knäckebröd $84
Jack's New England Clam Chowder $135
Manjimup Dried Apples $1,060
Outback Lager $270 $357
Pâté chinois $504
Perth Pasties $590
Ravioli Angelo $780
Röd Kaviar $45
Spegesild $319
Zaanse koeken $238
AROUT Total $408 $2,143 $3,856
BERGS
Alice Mutton $312
Boston Crab Meat $920
Camembert Pierrot $680
Chai $473
Chartreuse verte $86 $324
Chef Anton's Cajun Seasoning $238
Côte de Blaye $3,557
Filo Mix $175
Page 5
Sample Customer Reports Workbook Customers
BLAUS
Chartreuse verte $90
Lakkalikööri $252
Queso Cabrales $294
Ravioli Angelo $78
Rössle Sauerkraut $137
Sir Rodney's Scones $80
Tourtière $149
BLAUS Total $616 $464
BLONP
Carnarvon Tigers $956
Chai $450
Filo Mix $112
Gnocchi di nonna Alice $1,094
Gorgonzola Telino $594
Ikura $347
Jack's New England Clam Chowder $110
Lakkalikööri $180
Pâté chinois $410
Queso Cabrales $625
Raclette Courdavault $660
Rhönbräu Klosterbier $134
Spegesild $48
Tarte au sucre $1,379
Wimmers gute Semmelknödel $718
BLONP Total $3,833 $2,875 $1,110
BOLID
Alice Mutton $1,170
Thüringer Rostbratwurst $1,857
BOLID Total $3,027
BONAP
Boston Crab Meat $248 $524
Carnarvon Tigers $1,500
Chef Anton's Cajun Seasoning $935
Fløtemysost $645
Gnocchi di nonna Alice $855
Gorgonzola Telino $36
Gudbrandsdalsost $675
Ikura $651
Inlagd Sill $570
Lakkalikööri $360
Page 6
Sample Customer Reports Workbook Customers
BOTTM
Alice Mutton $1,170
Aniseed Syrup $200
Boston Crab Meat $551
Camembert Pierrot $1,700
Geitost $98
Gula Malacca $496
Jack's New England Clam Chowder $154
Mozzarella di Giovanni $1,218
NuNuCa Nuß-Nougat-Creme $638
Raclette Courdavault $1,021
Singaporean Hokkien Fried Mee $213
Zaanse koeken $171
BOTTM Total $3,661 $851 $3,118
BSBEV
Boston Crab Meat $147
Geitost $38
Gnocchi di nonna Alice $608
Konbu $48
Manjimup Dried Apples $127
Maxilaku $120
Mozzarella di Giovanni $35
Outback Lager $105
Ravioli Angelo $117
Sir Rodney's Scones $112 $150
Steeleye Stout $360
Tarte au sucre $493
Uncle Bob's Organic Dried Pears $720
BSBEV Total $1,714 $972 $493
CACTU
Gorgonzola Telino $13
Jack's New England Clam Chowder $97
Scottish Longbreads $75
Steeleye Stout $54
CACTU Total $226 $13
CHOPS
Camembert Pierrot $323
Gnocchi di nonna Alice $1,520
Gudbrandsdalsost $1,440
Ikura $471
Konbu $36
Manjimup Dried Apples $1,511
Page 7
Sample Customer Reports Workbook Customers
Customer Product
ALFKI
Analyzing customer buying patterns
Aniseed Syrup
Chartreuse verte
LakkalikööriThis report lists the products bought by
each customer. You can easily see their
Rössle Sauerkraut
spending patterns across the four
Spegesild quarters.
Vegie-spread
ALFKI Total When you first drag the fields Qtr1
through Qtr 4 to the data area, Excel uses
ANATR the Count summary function instead of
Camembertadding
Pierrotup the amounts. In the source
Mascarpone data, you'll notice many blank cells in the
Fabioli
columns for the quarters. When the data
Singaporean Hokkien Fried Mee
in a field includes blanks and other values
Tofu that aren't numbers, Excel initially uses
ANATR Total Count to summarize the data.
AROUT
Camembert Pierrot
Chang
Chocolade
Filo Mix
Fløtemysost
Gorgonzola Telino
Gustaf's Knäckebröd
Jack's New England Clam Chowder
Manjimup Dried Apples
Outback Lager
Pâté chinois
Perth Pasties
Ravioli Angelo
Röd Kaviar
Spegesild
Zaanse koeken
AROUT Total
BERGS
Alice Mutton
Boston Crab Meat
Camembert Pierrot
Chai
Chartreuse verte
Chef Anton's Cajun Seasoning
Côte de Blaye
Filo Mix
Page 8
Sample Customer Reports Workbook Customers
Customer Product
Fløtemysost
Gumbär Gummibärchen
Ikura
Ipoh Coffee
Jack's New England Clam Chowder
Mascarpone Fabioli
Nord-Ost Matjeshering
Pavlova
Perth Pasties
Rhönbräu Klosterbier
Rössle Sauerkraut
Steeleye Stout
Tofu
Tourtière
BERGS Total
BLAUS
Chartreuse verte
Lakkalikööri
Queso Cabrales
Ravioli Angelo
Rössle Sauerkraut
Sir Rodney's Scones
Tourtière
BLAUS Total
BLONP
Carnarvon Tigers
Chai
Filo Mix
Gnocchi di nonna Alice
Gorgonzola Telino
Ikura
Jack's New England Clam Chowder
Lakkalikööri
Pâté chinois
Queso Cabrales
Raclette Courdavault
Rhönbräu Klosterbier
Spegesild
Tarte au sucre
Wimmers gute Semmelknödel
BLONP Total
BOLID
Alice Mutton
Thüringer Rostbratwurst
BOLID Total
BONAP
Boston Crab Meat
Carnarvon Tigers
Chef Anton's Cajun Seasoning
Fløtemysost
Gnocchi di nonna Alice
Gorgonzola Telino
Gudbrandsdalsost
Ikura
Inlagd Sill
Lakkalikööri
Page 9
Sample Customer Reports Workbook Customers
Customer Product
Louisiana Fiery Hot Pepper Sauce
Manjimup Dried Apples
Northwoods Cranberry Sauce
Pavlova
Ravioli Angelo
Singaporean Hokkien Fried Mee
Tunnbröd
Uncle Bob's Organic Dried Pears
Wimmers gute Semmelknödel
Zaanse koeken
BONAP Total
BOTTM
Alice Mutton
Aniseed Syrup
Boston Crab Meat
Camembert Pierrot
Geitost
Gula Malacca
Jack's New England Clam Chowder
Mozzarella di Giovanni
NuNuCa Nuß-Nougat-Creme
Raclette Courdavault
Singaporean Hokkien Fried Mee
Zaanse koeken
BOTTM Total
BSBEV
Boston Crab Meat
Geitost
Gnocchi di nonna Alice
Konbu
Manjimup Dried Apples
Maxilaku
Mozzarella di Giovanni
Outback Lager
Ravioli Angelo
Sir Rodney's Scones
Steeleye Stout
Tarte au sucre
Uncle Bob's Organic Dried Pears
BSBEV Total
CACTU
Gorgonzola Telino
Jack's New England Clam Chowder
Scottish Longbreads
Steeleye Stout
CACTU Total
CHOPS
Camembert Pierrot
Gnocchi di nonna Alice
Gudbrandsdalsost
Ikura
Konbu
Manjimup Dried Apples
Page 10
Sample Customer Reports Workbook Top 2 Products
ANTON
Gumbär Gummibärchen $796
Rhönbräu Klosterbier $233
ANTON Total $1,029
BERGS
Côte de Blaye $3,557
Fløtemysost $688
BERGS Total $4,245
BLAUS
Chartreuse verte $90
Queso Cabrales $294
BLAUS Total $384
BLONP
Chai $450
Raclette Courdavault $660
BLONP Total $1,110
BONAP
Boston Crab Meat $524
Manjimup Dried Apples $1,007
BONAP Total $1,531
DUMON
Filo Mix $63
Ikura $310
DUMON Total $373
ERNSH
Gudbrandsdalsost $3,051
Tarte au sucre $3,352
ERNSH Total $6,403
FAMIA
Nord-Ost Matjeshering $777
Perth Pasties $779
FAMIA Total $1,556
FOLIG
Carnarvon Tigers $3,125
Uncle Bob's Organic Dried Pears $1,050
FOLIG Total $4,175
FRANK
Röd Kaviar $750
Tofu $1,186
FRANK Total $1,936
FRANR
Louisiana Fiery Hot Pepper Sauce $253
Tarte au sucre $493
FRANR Total $746
FURIB
Gnocchi di nonna Alice $388
Page 11
Sample Customer Reports Workbook Top 2 Products
GODOS
Thüringer Rostbratwurst $2,476
Wimmers gute Semmelknödel $299
GODOS Total $2,775
GOURL
Ikura $620
Singaporean Hokkien Fried Mee $280
GOURL Total $900
GREAL
Côte de Blaye $3,755
Raclette Courdavault $1,403
GREAL Total $5,157
HANAR
Carnarvon Tigers $1,250
Inlagd Sill $285
HANAR Total $1,535
HILAA
Boston Crab Meat $1,104
Raclette Courdavault $1,925
HILAA Total $3,029
HUNGC
Röd Kaviar $450
Sir Rodney's Marmalade $1,701
HUNGC Total $2,151
HUNGO
Mishi Kobe Niku $3,638
Thüringer Rostbratwurst $1,238
HUNGO Total $4,875
ISLAT
Fløtemysost $323
Outback Lager $300
ISLAT Total $623
KOENE
Lakkalikööri $630
Pâté chinois $274
KOENE Total $904
LAMAI
Inlagd Sill $299
Rhönbräu Klosterbier $56
LAMAI Total $355
LAUGB
Filo Mix $35
Guaraná Fantástica $23
LAUGB Total $58
LEHMS
Gudbrandsdalsost $576
Sir Rodney's Marmalade $1,361
LEHMS Total $1,937
LINOD
Louisiana Fiery Hot Pepper Sauce $442
Mozzarella di Giovanni $2,088
LINOD Total $2,530
Page 12
Sample Customer Reports Workbook Top 2 Products
LONEP
Lakkalikööri $180
Manjimup Dried Apples $1,060
LONEP Total $1,240
MAGAA
Chef Anton's Gumbo Mix $288
Gustaf's Knäckebröd $840
MAGAA Total $1,128
MAISD
Mozzarella di Giovanni $522
Rössle Sauerkraut $912
MAISD Total $1,434
MEREP
Camembert Pierrot $2,261
Grandma's Boysenberry Spread $1,750
MEREP Total $4,011
OLDWO
Pavlova $654
Singaporean Hokkien Fried Mee $420
OLDWO Total $1,074
OTTIK
Camembert Pierrot $1,020
Zaanse koeken $380
OTTIK Total $1,400
PICCO
Alice Mutton $936
Gumbär Gummibärchen $468
PICCO Total $1,404
QUEDE
Chartreuse verte $360
Steeleye Stout $360
QUEDE Total $720
QUEEN
Gnocchi di nonna Alice $2,166
Outback Lager $570
QUEEN Total $2,736
QUICK
Camembert Pierrot $1,777
Carnarvon Tigers $2,000
QUICK Total $3,777
RATTC
Fløtemysost $194
Schoggi Schokolade $2,195
RATTC Total $2,389
REGGC
Filo Mix $24
Jack's New England Clam Chowder $154
REGGC Total $178
RICAR
Chang $380
Gustaf's Knäckebröd $315
RICAR Total $695
RICSU
Page 13
Sample Customer Reports Workbook Top 2 Products
SAVEA
Alice Mutton $3,900
Queso Manchego La Pastora $3,800
SAVEA Total $7,700
SIMOB
Inlagd Sill $570
Sirop d'érable $456
SIMOB Total $1,026
THECR
Rössle Sauerkraut $456
Thüringer Rostbratwurst $743
THECR Total $1,199
TORTU
Gula Malacca $408
Teatime Chocolate Biscuits $64
TORTU Total $473
TRADH
Pâté chinois $384
Tarte au sucre $394
TRADH Total $778
VAFFE
Tourtière $373
Uncle Bob's Organic Dried Pears $300
VAFFE Total $673
WANDK
Chang $542
Gudbrandsdalsost $540
WANDK Total $1,082
WARTH
Chef Anton's Cajun Seasoning $550
Escargots de Bourgogne $80
WARTH Total $630
WELLI
Ipoh Coffee $920
Spegesild $227
WELLI Total $1,147
WHITC
Rhönbräu Klosterbier $186
Vegie-spread $843
WHITC Total $1,029
WILMK
Ipoh Coffee $276
Pâté chinois $120
WILMK Total $396
WOLZA
Camembert Pierrot $510
Chang $190
WOLZA Total $700
Page 14
Sample Customer Reports Workbook Top Q1 Customer
Page 15
Sample Customer Reports Workbook Top 2 Customers
Carnarvon Tigers
FOLIG $1,875
QUICK $1,500
Carnarvon Tigers Total $3,375
Chai
LINOD $900
QUICK $540
Chai Total $1,440
Chang
OTTIK $760
SAVEA $485
Chang Total $1,245
Chartreuse verte
ERNSH $2,106
FOLKO $288
Chartreuse verte Total $2,394
Côte de Blaye
HANAR $1,318
THEBI $2,635
Côte de Blaye Total $3,953
Escargots de Bourgogne
LINOD $298
SAVEA $119
Escargots de Bourgogne Total $417
Filo Mix
BERGS $175
RICSU $420
Filo Mix Total $595
Page 16
Sample Customer Reports Workbook Top 2 Customers
Gudbrandsdalsost
CHOPS $1,440
PICCO $1,080
Gudbrandsdalsost Total $2,520
Gula Malacca
HILAA $195
QUICK $1,702
Gula Malacca Total $1,896
Gumbär Gummibärchen
RICSU $962
SAVEA $937
Gumbär Gummibärchen Total $1,899
Gustaf's Knäckebröd
AROUT $84
FOLIG $126
Gustaf's Knäckebröd Total $210
Ikura
BONAP $651
SEVES $1,116
Ikura Total $1,767
Inlagd Sill
KOENE $760
MAGAA $570
Inlagd Sill Total $1,330
Ipoh Coffee
OLDWO $1,104
QUICK $1,840
Ipoh Coffee Total $2,944
Konbu
CHOPS $36
KOENE $102
Konbu Total $138
Longlife Tofu
VICTE $113
WARTH $350
Longlife Tofu Total $463
Page 17
Sample Customer Reports Workbook Top 2 Customers
Mascarpone Fabioli
ANATR $320
HILAA $128
Mascarpone Fabioli Total $448
Mozzarella di Giovanni
BOTTM $1,218
MAGAA $887
Mozzarella di Giovanni Total $2,105
Nord-Ost Matjeshering
QUEEN $699
RICSU $777
Nord-Ost Matjeshering Total $1,476
NuNuCa Nuß-Nougat-Creme
RATTC $368
WELLI $200
NuNuCa Nuß-Nougat-Creme Total $567
Outback Lager
QUICK $750
RICSU $600
Outback Lager Total $1,350
Pâté chinois
AROUT $504
SIMOB $1,080
Pâté chinois Total $1,584
Perth Pasties
HUNGO $93
SAVEA $3,936
Perth Pasties Total $4,029
Queso Cabrales
DRACD $420
SEVES $945
Queso Cabrales Total $1,365
Page 18
Sample Customer Reports Workbook Top 2 Customers
Raclette Courdavault
HUNGO $1,964
QUICK $3,850
Raclette Courdavault Total $5,814
Ravioli Angelo
AROUT $780
BONAP $205
Ravioli Angelo Total $985
Rhönbräu Klosterbier
QUICK $295
SAVEA $326
Rhönbräu Klosterbier Total $620
Röd Kaviar
FOLKO $525
RICSU $225
Röd Kaviar Total $750
Røgede sild
SAVEA $1,045
WARTH $323
Røgede sild Total $1,368
Rössle Sauerkraut
SEVES $1,094
VAFFE $2,462
Rössle Sauerkraut Total $3,557
Sasquatch Ale
SAVEA $554
VAFFE $196
Sasquatch Ale Total $750
Scottish Longbreads
OTTIK $500
SAVEA $963
Scottish Longbreads Total $1,463
Sirop d'érable
LETSS $513
VAFFE $570
Sirop d'érable Total $1,083
Page 19
Sample Customer Reports Workbook Top 2 Customers
Steeleye Stout
QUEDE $378
WHITC $504
Steeleye Stout Total $882
Tarte au sucre
QUICK $2,366
SAVEA $1,479
Tarte au sucre Total $3,845
Thüringer Rostbratwurst
LAMAI $2,352
QUICK $4,952
Thüringer Rostbratwurst Total $7,304
Tofu
BERGS $372
QUEDE $279
Tofu Total $651
Tourtière
LETSS $224
WHITC $380
Tourtière Total $603
Valkoinen suklaa
LINOD $650
RICSU $293
Valkoinen suklaa Total $943
Vegie-spread
ALFKI $878
FOLIG $1,317
Vegie-spread Total $2,195
Zaanse koeken
FOLKO $285
SAVEA $356
Zaanse koeken Total $641
Page 20
Sample Customer Reports Workbook Top 2 Customers
Page 21
Sample Customer Reports Workbook Top 2 Customers
Product Customer
Alice Mutton
Determining which customers BOLIDpurchase the most of each
product ERNSH
Alice Mutton Total
By rearranging the row fields so that Product is an outer row field
and Customer is an inner row field, and using the Sort and Top
Aniseed Syrup
10 command on the PivotTable menu, you can easily find the
BOTTM
top two customers for each product. To make the report easier to
read, use the dropdown arrowERNSH
in the Product field to hide the
Aniseed Syrup Total that didn't have any sales in the fourth quarter.
products
Carnarvon Tigers
FOLIG
QUICK
Carnarvon Tigers Total
Chai
LINOD
QUICK
Chai Total
Chang
OTTIK
SAVEA
Chang Total
Chartreuse verte
ERNSH
FOLKO
Chartreuse verte Total
Côte de Blaye
HANAR
THEBI
Côte de Blaye Total
Escargots de Bourgogne
LINOD
SAVEA
Escargots de Bourgogne Total
Filo Mix
BERGS
RICSU
Filo Mix Total
Page 22
Sample Customer Reports Workbook Top 2 Customers
Product Customer
Fløtemysost
BONAP
SAVEA
Fløtemysost Total
Gudbrandsdalsost
CHOPS
PICCO
Gudbrandsdalsost Total
Gula Malacca
HILAA
QUICK
Gula Malacca Total
Gumbär Gummibärchen
RICSU
SAVEA
Gumbär Gummibärchen Total
Gustaf's Knäckebröd
AROUT
FOLIG
Gustaf's Knäckebröd Total
Ikura
BONAP
SEVES
Ikura Total
Inlagd Sill
KOENE
MAGAA
Inlagd Sill Total
Ipoh Coffee
OLDWO
QUICK
Ipoh Coffee Total
Konbu
CHOPS
KOENE
Konbu Total
Longlife Tofu
VICTE
WARTH
Longlife Tofu Total
Page 23
Sample Customer Reports Workbook Top 2 Customers
Product Customer
Louisiana Fiery Hot Pepper Sauce
ERNSH
QUICK
Louisiana Fiery Hot Pepper Sauce Total
Mascarpone Fabioli
ANATR
HILAA
Mascarpone Fabioli Total
Mozzarella di Giovanni
BOTTM
MAGAA
Mozzarella di Giovanni Total
Nord-Ost Matjeshering
QUEEN
RICSU
Nord-Ost Matjeshering Total
NuNuCa Nuß-Nougat-Creme
RATTC
WELLI
NuNuCa Nuß-Nougat-Creme Total
Outback Lager
QUICK
RICSU
Outback Lager Total
Pâté chinois
AROUT
SIMOB
Pâté chinois Total
Perth Pasties
HUNGO
SAVEA
Perth Pasties Total
Queso Cabrales
DRACD
SEVES
Queso Cabrales Total
Page 24
Sample Customer Reports Workbook Top 2 Customers
Product Customer
Queso Manchego La Pastora
KOENE
WILMK
Queso Manchego La Pastora Total
Raclette Courdavault
HUNGO
QUICK
Raclette Courdavault Total
Ravioli Angelo
AROUT
BONAP
Ravioli Angelo Total
Rhönbräu Klosterbier
QUICK
SAVEA
Rhönbräu Klosterbier Total
Röd Kaviar
FOLKO
RICSU
Röd Kaviar Total
Røgede sild
SAVEA
WARTH
Røgede sild Total
Rössle Sauerkraut
SEVES
VAFFE
Rössle Sauerkraut Total
Sasquatch Ale
SAVEA
VAFFE
Sasquatch Ale Total
Scottish Longbreads
OTTIK
SAVEA
Scottish Longbreads Total
Sirop d'érable
LETSS
VAFFE
Sirop d'érable Total
Page 25
Sample Customer Reports Workbook Top 2 Customers
Product Customer
Spegesild
AROUT
SAVEA
Spegesild Total
Steeleye Stout
QUEDE
WHITC
Steeleye Stout Total
Tarte au sucre
QUICK
SAVEA
Tarte au sucre Total
Thüringer Rostbratwurst
LAMAI
QUICK
Thüringer Rostbratwurst Total
Tofu
BERGS
QUEDE
Tofu Total
Tourtière
LETSS
WHITC
Tourtière Total
Valkoinen suklaa
LINOD
RICSU
Valkoinen suklaa Total
Vegie-spread
ALFKI
FOLIG
Vegie-spread Total
Zaanse koeken
FOLKO
SAVEA
Zaanse koeken Total
Page 26
Sample Customer Reports Workbook Top 2 Customers
Product Customer
Grand Total
Page 27
Sample Customer Reports Workbook Chart Instructions
To create a PivotChart report, run the PivotTable and PivotChart Report wizard, in step 1 select PivotChart (with PivotTable), and then
complete the steps of the wizard as you would for a PivotTable report. Or, if you already have a PivotTable report that you want to chart, click
the report and then click the Chart Wizard button on the PivotTable toolbar.
A PivotChart report always has a dependency on a PivotTable report that provides the data to be charted, called the associated PivotTable
report. When you make changes to a PivotChart report, its associated PivotTable report reflects the changes. To allow you to make changes to
the example PivotChart report without affecting any of the example PivotTable reports, the PivotChart report was created independently from
the source data. The associated PivotTable report for the example is hidden. If you want to see it, point to Sheet on the Format menu, click
Unhide, and then click Data for Chart.
A new PivotChart report always appears on a separate chart sheet, because PivotChart reports tend to include lots of data and therefore
usually need plenty of space. You can easily move a PivotChart report onto a worksheet, for example to put it on the same worksheet as its
associated PivotTable report. Just click the chart and click Location on the Chart menu.
You can use most of the chart type, formatting, and options available for regular charts to customize a PivotChart report. For more information,
ask the Excel Answer Wizard about PivotChart reports.
Page 28