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Excel 2010 New Features
Illustration by Neil Webb

Using the Slicer to make PivotTables more interactive


From:

Excel 2010 New Features

with Bob Flisser

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.

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Excel 2010 New Features
1h 51m Appropriate for all May 12, 2010

Viewers: in countries Watching now:

In Excel 2010 New Features author Bob Flisser demonstrates the powerful new characteristics and capabilities in Excel 2010. This course covers Excel's Backstage view, improved sharing and collaboration capabilities, its graphics features, and enhanced data analysis and visualization tools. Exercise files accompany the course.

Topics include:
  • Using the Slicer feature for dynamic PivotTable filtering
  • Sharing workbooks via e-mail, the Excel Web App, and SharePoint
  • Using Paste Preview for more effecient copying and pasting
  • Inserting Sparklines to see patterns in data
  • Taking advantage of enhancements to the Conditional Formatting feature
  • Analyzing data from multiple sources using the PowerPivot for Excel add-in
  • Maintaining file compatibility with older versions
Subject:
Business
Software:
Excel
Author:
Bob Flisser

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.

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