Easy-to-follow video tutorials help you learn software, creative, and business skills.Become a member

Using the Slicer to make PivotTables more interactive

From: Excel 2010 New Features

Video: Using the Slicer to make PivotTables more interactive

PivotTables haven't changed dramatically since the 2007 version, but the Slicer is a new feature that gives PivotTables some interactivity. Now in this workbook, 05_01_ slicer.xlsx, we have two sheets: We have Data, which is the underlying data, and we have Table, which is the PivotTable. So if you're not already in the PivotTable, you might want to go there and click somewhere in it. When we're in there, you see under PivotTable tools we have the Options tab, and we have the Design tab.

Using the Slicer to make PivotTables more interactive

PivotTables haven't changed dramatically since the 2007 version, but the Slicer is a new feature that gives PivotTables some interactivity. Now in this workbook, 05_01_ slicer.xlsx, we have two sheets: We have Data, which is the underlying data, and we have Table, which is the PivotTable. So if you're not already in the PivotTable, you might want to go there and click somewhere in it. When we're in there, you see under PivotTable tools we have the Options tab, and we have the Design tab.

We want to insert a Slicer. So go to the Insert tab and choose Slicer, and this tells us what Slicer we can do. Basically, what this means is we can filter the data by any of these items. Let's put in Region and Month, and this is going to create two Slicers, so click OK, and maybe arrange them where they're easier to see. So we have Region, and we have Month. Before we even use them, we can go and format them to make them a little easier to use.

I have Month selected. So you have various styles that you can choose from. Hit the down arrow. Whatever floats your boat. I'll go over here to Region, and I'll give that also a corresponding look. Now, let's go and use it. Right now, I have Central, Northeast, Southeast, and West, but in the Slicer, I can narrow this down just to one of those. If I decide that I want to unfilter it, just click on this little Filter button, and that unfilters it. Same thing for Month, maybe I just want to see January, or maybe I just want to see February or March, and then I can unfilter it.

Now, there are some settings here that you might want to use. You could either get there by right- click, or when you're in the Slicer tools > Options, over here on the left you have Slicer Settings and click that Slicer Settings. So you could change the name. I'm just going to change the caption. Right now, this is Month, so I'm going to change this to say Month 2010. And some other options here that are pretty much self-explanatory. Click OK, and now this tells us that it's Month 2010, just in case you wanted that to be a little bit more specific.

So the rest of the PivotTables are pretty much the same, but the Slicer will let you filter it a little bit more interactively.

Show transcript

This video is part of

Image for Excel 2010 New Features
Excel 2010 New Features

25 video lessons · 10792 viewers

Bob Flisser
Author

 

Start learning today

Get unlimited access to all courses for just $25/month.

Become a member
Sometimes @lynda teaches me how to use a program and sometimes Lynda.com changes my life forever. @JosefShutter
@lynda lynda.com is an absolute life saver when it comes to learning todays software. Definitely recommend it! #higherlearning @Michael_Caraway
@lynda The best thing online! Your database of courses is great! To the mark and very helpful. Thanks! @ru22more
Got to create something yesterday I never thought I could do. #thanks @lynda @Ngventurella
I really do love @lynda as a learning platform. Never stop learning and developing, it’s probably our greatest gift as a species! @soundslikedavid
@lynda just subscribed to lynda.com all I can say its brilliant join now trust me @ButchSamurai
@lynda is an awesome resource. The membership is priceless if you take advantage of it. @diabetic_techie
One of the best decision I made this year. Buy a 1yr subscription to @lynda @cybercaptive
guys lynda.com (@lynda) is the best. So far I’ve learned Java, principles of OO programming, and now learning about MS project @lucasmitchell
Signed back up to @lynda dot com. I’ve missed it!! Proper geeking out right now! #timetolearn #geek @JayGodbold
Share a link to this course

What are exercise files?

Exercise files are the same files the author uses in the course. Save time by downloading the author's files instead of setting up your own files, and learn by following along with the instructor.

Can I take this course without the exercise files?

Yes! If you decide you would like the exercise files later, you can upgrade to a premium account any time.

Become a member Download sample files See plans and pricing

Please wait... please wait ...
Upgrade to get access to exercise files.

Exercise files video

How to use exercise files.

Learn by watching, listening, and doing, Exercise files are the same files the author uses in the course, so you can download them and follow along Premium memberships include access to all exercise files in the library.


Exercise files

Exercise files video

How to use exercise files.

For additional information on downloading and using exercise files, watch our instructional video or read the instructions in the FAQ.

This course includes free exercise files, so you can practice while you watch the course. To access all the exercise files in our library, become a Premium Member.

Join now "Already a member? Log in

Are you sure you want to mark all the videos in this course as unwatched?

This will not affect your course history, your reports, or your certificates of completion for this course.


Mark all as unwatched Cancel

Congratulations

You have completed Excel 2010 New Features.

Return to your organization's learning portal to continue training, or close this page.


OK
Become a member to add this course to a playlist

Join today and get unlimited access to the entire library of video courses—and create as many playlists as you like.

Get started

Already a member?

Become a member to like this course.

Join today and get unlimited access to the entire library of video courses.

Get started

Already a member?

Exercise files

Learn by watching, listening, and doing! Exercise files are the same files the author uses in the course, so you can download them and follow along. Exercise files are available with all Premium memberships. Learn more

Get started

Already a Premium member?

Exercise files video

How to use exercise files.

Ask a question

Thanks for contacting us.
You’ll hear from our Customer Service team within 24 hours.

Please enter the text shown below:

The classic layout automatically defaults to the latest Flash Player.

To choose a different player, hold the cursor over your name at the top right of any lynda.com page and choose Site preferencesfrom the dropdown menu.

Continue to classic layout Stay on new layout
Exercise files

Access exercise files from a button right under the course name.

Mark videos as unwatched

Remove icons showing you already watched videos if you want to start over.

Control your viewing experience

Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.

Interactive transcripts

Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.

Are you sure you want to delete this note?

No

Your file was successfully uploaded.

Thanks for signing up.

We’ll send you a confirmation email shortly.


Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked
Terms and conditions of use

We've updated our terms and conditions (now called terms of service).Go
Review and accept our updated terms of service.