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Excel 2010: Pivot Tables in Depth
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Filtering a PivotTable using slicers


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Excel 2010: Pivot Tables in Depth

with Curt Frye

Video: Filtering a PivotTable using slicers

When you filter a PivotTable, Excel indicates that a field has been filtered by placing dilter icons in the body of the PivotTable and in the PivotTable Field List. Unfortunately, these icons are small and somewhat hard to see and also give no indication of which values are included in or excluded from the filter. In Excel 2010, you can filter your PivotTables by using slicers, which graphically indicate which values are included and excluded by a filter. To filter a PivotTable using the values in the field, just click any cell to activate the PivotTable and then on the Options contextual tab click the Insert Slicer button to display the Insert Slicers dialog box.
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  1. 1m 38s
    1. Welcome
      55s
    2. Using the exercise files
      43s
  2. 38m 8s
    1. Introducing PivotTables
      4m 2s
    2. Formatting data for use in a PivotTable
      4m 31s
    3. Creating a PivotTable
      4m 20s
    4. Pivoting a PivotTable
      3m 47s
    5. Configuring a PivotTable
      3m 23s
    6. Connecting to an external data source
      3m 30s
    7. Connecting to an Access database
      2m 11s
    8. Consolidating data from multiple sources
      4m 37s
    9. Updating and refreshing PivotTable data sources
      4m 21s
    10. Managing PivotTables
      3m 26s
  3. 23m 33s
    1. Adding, removing, and positioning subtotals and grand totals
      3m 27s
    2. Changing the PivotTable data field summary operation
      4m 35s
    3. Summarizing more than one data field
      3m 16s
    4. Creating a calculated field
      2m 27s
    5. Grouping PivotTable fields
      3m 17s
    6. Using PivotTable data in a formula
      4m 47s
    7. Drilling down to the underlying data
      1m 44s
  4. 28m 9s
    1. Sorting PivotTable data
      2m 0s
    2. Creating a custom sort order
      2m 48s
    3. Filtering a PivotTable field by selection
      2m 59s
    4. Filtering a PivotTable by rule
      2m 56s
    5. Filtering a PivotTable using a search filter
      3m 10s
    6. Filtering a PivotTable using slicers
      4m 2s
    7. Formatting slicers
      3m 43s
    8. Filtering a PivotTable with report filter fields
      5m 2s
    9. Clearing and reapplying PivotTable filters
      1m 29s
  5. 15m 2s
    1. Applying a PivotTable style
      5m 5s
    2. Creating a PivotTable style
      4m 37s
    3. Changing the PivotTable layout
      3m 20s
    4. Changing the data field number format
      2m 0s
  6. 24m 33s
    1. Highlighting cells by applying a rule
      2m 54s
    2. Highlighting the top or bottom values in a PivotTable
      3m 30s
    3. Formatting PivotTable cells using data bars
      3m 50s
    4. Formatting PivotTable cells using color scales
      3m 40s
    5. Formatting PivotTable cells using icon sets
      2m 45s
    6. Editing conditional formatting rules
      2m 15s
    7. Controlling how multiple rules are applied
      3m 28s
    8. Deleting a conditional formatting rule
      2m 11s
  7. 24m 0s
    1. Creating a PivotChart
      3m 29s
    2. Pivoting a PivotChart
      3m 5s
    3. Filtering a PivotChart
      3m 45s
    4. Formatting a PivotChart
      3m 35s
    5. Changing a PivotChart layout
      3m 14s
    6. Changing a PivotChart chart type
      4m 30s
    7. Adding a trendline to a PivotChart
      2m 22s
  8. 9m 27s
    1. Printing a PivotTable
      4m 2s
    2. Printing each item on its own page
      3m 30s
    3. Printing a PivotChart
      1m 55s
  9. 13m 30s
    1. Recording and reviewing a macro
      4m 10s
    2. Running a macro
      5m 57s
    3. Creating a simple PivotTable presentation kit
      3m 23s
  10. 19m 17s
    1. Introducing PowerPivot
      2m 9s
    2. Downloading and installing PowerPivot
      2m 36s
    3. Importing PowerPivot data
      3m 14s
    4. Managing table columns
      4m 1s
    5. Adding tables to a PowerPivot model
      2m 27s
    6. Creating relationships between tables
      4m 50s
  11. 24m 30s
    1. Introducing the DAX language
      2m 58s
    2. Using DAX operators
      4m 44s
    3. Surveying DAX functions
      2m 40s
    4. Adding calculated columns and measures
      4m 22s
    5. Using aggregate functions
      4m 24s
    6. Using filters in aggregate functions
      5m 22s
  12. 59s
    1. Additional resources
      59s

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Excel 2010: Pivot Tables in Depth
3h 42m Intermediate Apr 19, 2011

Viewers: in countries Watching now:

In Excel 2010: Pivot Tables in Depth, author Curt Frye provides comprehensive, hands-on tutorials on Excel PivotTables, including more advanced techniques such as using macros and the new PowerPivot add-in. The course shows how to connect and consolidate data sources to power PivotTables, sort and filter records, display data in a PivotChart, print tables and charts, and also introduces the DAX language for performing advanced summaries in PowerPivot. Exercise files are included with the course.

Topics include:
  • Formatting data for use in a PivotTable
  • Connecting to an external data source
  • Refreshing a data source
  • Adding, removing, and positioning subtotals and grand totals
  • Creating a calculated field
  • Grouping PivotTable fields
  • Clearing and reapplying PivotTable filters
  • Applying field styles
  • Formatting cells
  • Creating a PivotChart
  • Printing PivotTables and PivotCharts
  • Creating relationships between tables in a PowerPivot model
  • Using the DAX language for advanced summaries in PowerPivot
Subjects:
Business Spreadsheets
Software:
Excel Office
Author:
Curt Frye

Filtering a PivotTable using slicers

When you filter a PivotTable, Excel indicates that a field has been filtered by placing dilter icons in the body of the PivotTable and in the PivotTable Field List. Unfortunately, these icons are small and somewhat hard to see and also give no indication of which values are included in or excluded from the filter. In Excel 2010, you can filter your PivotTables by using slicers, which graphically indicate which values are included and excluded by a filter. To filter a PivotTable using the values in the field, just click any cell to activate the PivotTable and then on the Options contextual tab click the Insert Slicer button to display the Insert Slicers dialog box.

Now, you can check the box next to any of the fields for which you want to create a slicer. So let's say in this case I will do it for Month. So I'll just check that box and click OK. When I do, Excel creates a slicer that has an entry for each month that's displayed in the PivotTable. When Excel created the slicer, it isn't large enough to display all the values. So I'll move my mouse-pointer over the bottom edge of the slicer and when the mouse pointer changes to an up- and down-pointing arrow, I can drag down to resize it, and now we can see all of the months.

So now let's say that I want to display only those values for the month of May. To do that, I just click the May button. When I do, Excel displays only the values for 2009 and 2010 for the month of May. Now, let's say that I only want to see the values for May and September. To select both of those months, first I select the one that I want, in this case May, and then hold down the Ctrl key and click the second month that I want to display, in this case September. After I release the left-mouse button, Excel updates the Slicer to indicate that both May and September are selected and the PivotTable updates to show the data for May and September within it.

Now let's say that I want to see all the data for January through April. Instead of Ctrl+Clicking each individual month, what I can do is Shift+Click and that will select every month in that range. So let's say that I click January and then hold down the Shift key and because I want to see January through April, I click the month of April. When I do, Excel selects each of the months in the range January through April. If you want to clear filter applied by a slicer, then you can click the Clear Filter icon, which is here at the top- right corner of the slicer, and also you can create slicers for more than one field at a time.

So let's say that in addition to month I want to filter by Company. To do that I'll click any cell within the PivotTable and then on the Options contextual tab click the Insert Slicer button again. Now, I'll select a slicer for a Company. So I'll check that box, click OK, and I get my second slicer this time for Company. So let's say that I only want to see the values for FirmB in August and September. So click FirmB and I'm interested in the months of August and September.

So I'll click August and then Ctrl+Click September to display only the values for FirmB in August and September of 2009 and 2010. With that work done, I can clear the slicers by clicking the Clear Filter button in each of them and then I can remove the slicers by right-clicking it, and then in the Shortcut menu that appears, click Remove "Company" to get rid of the Company slicer and do the same for Month, clicking Remove "Month" to get rid of that slicer.

Filtering your PivotTables using slicers helps you and your audience visualize which values are included and excluded from your filter. Slicers work best for filtering fields with 20 or fewer unique values, especially if your PivotTable takes up more than half the screen after you apply the filter.

There are currently no FAQs about Excel 2010: Pivot Tables in Depth.

 
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