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Formatting slicers

From: Excel 2010: Pivot Tables in Depth

Video: Formatting slicers

Filtering a PivotTable using a slicer helps you and your colleagues visualize which values the filter includes and excludes. You have a lot of control over the slicer's appearance and other characteristics so you can customize it to meet your needs. In this case, I have the Year and Month fields displayed within the slicers, so I can use them to filter my PivotTable. One thing that jumps out immediately is that the slicers aren't visually distinguished from the body of the PivotTable. They are formatted in pretty much the same way. In other words, so they sort of blend in. What I'd like to do is change the style of the slicers so that they stand out a bit more and makes it easier to see which values are included and excluded from the PivotTable.

Formatting slicers

Filtering a PivotTable using a slicer helps you and your colleagues visualize which values the filter includes and excludes. You have a lot of control over the slicer's appearance and other characteristics so you can customize it to meet your needs. In this case, I have the Year and Month fields displayed within the slicers, so I can use them to filter my PivotTable. One thing that jumps out immediately is that the slicers aren't visually distinguished from the body of the PivotTable. They are formatted in pretty much the same way. In other words, so they sort of blend in. What I'd like to do is change the style of the slicers so that they stand out a bit more and makes it easier to see which values are included and excluded from the PivotTable.

To change the appearance of the slicer, just click the Slicer. In this case, I'll work with Month and then click the Options contextual tab that appears and then in the Slicer Styles gallery click a new style. To see all the styles available to you, click the More button at the bottom-right corner of the gallery. And in this case, I'll select the dark red style just because it stands out the most. I'll do the same thing for the Year slicer. So, on the Options tab, I'll click the Dark 2 style which incorporates dark red.

If you want you can create your own custom slicer style. To do that, click the More button at the bottom-right corner of the Slicer Styles gallery, and then click New Slicer Style, and then use the controls to create the style that you want. In this case, I will call the style New Custom. Then I'll just change the color of the header by clicking that header within the slicer element list and then click Format and I'll change the fill color to a burnt umber.

When I click OK, Excel displays a preview of the style here and that's the only change I'll make. You can experiment with any other changes that you want to make with any of the other elements and then click OK. That slicer style appears in your gallery. Clicking the More button you can see it up here in Custom. So I'll apply that to the active slicer which is here. If you want, you can also change the caption of a slicer. So for example the slicer with the orange header has Year as its caption.

If I want to change that to Fiscal Year, then with the slicer selected on the Options contextual tab, I can go over to the Slicer Caption box and edit the value. So in this case, instead of making it Year, I'll make it Fiscal Year. So Fiscal Year. When I press Enter, Excel changes the value in the header of the slicer. You can also change a slicer's layout. So for example in the Month slicer, we have a list of 12 months. But let's say that I wanted to divide those into two columns instead of just one.

To do that, I could select the slicer so that it was active, and you can tell a slicer is active by the border that appears around it. It's called a selection border. And then on the Options contextual tab in the Buttons group, edit the value in the Columns box so that you have the number of columns you want and in this case we'll just make it 2. You can also change the Height and Width of an individual button. So because I'm making it 2 columns rather than having the width of each individual button be 1.82 inches like it is now, I'll just reduce it to 1.

So I'll edit that value, type 1 and press Enter. Slicers provide a visual representation of a PivotTable filter. So you should take care to format and customize your slicers so they are visually distinctive, but don't overwhelm the data within the PivotTable.

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This video is part of

Image for Excel 2010: Pivot Tables in Depth
Excel 2010: Pivot Tables in Depth

66 video lessons · 41880 viewers

Curt Frye
Author

 
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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. 58s
    1. Additional resources
      58s

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