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Excel 2013 Essential Training

Using slicers to clarify and manipulate fields


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Excel 2013 Essential Training

with Dennis Taylor

Video: Using slicers to clarify and manipulate fields

If you want greater control over a Pivot Table when you're making a presentation or when you're simply analyzing data, you need to know about Slicers. This is a relatively new feature in Pivot Tables introduced in Excel 2010. In this particular Pivot Table we're seeing Salespersons in the row labels area, Product in the column labels area. Now, suppose we want to see just some of the products. A standard way to make this choice is to click the drop arrow for Product and unselect the items we don't want to see. So maybe we don't want to see the two tables here and we're not seeing them and the totals are adjusted.
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  1. 1m 6s
    1. Welcome
      43s
    2. Using the exercise files
      23s
  2. 29m 37s
    1. What is Excel used for?
      1m 49s
    2. Using the menu system
      4m 30s
    3. The Quick Access Toolbar
      4m 41s
    4. The structure of a worksheet or workbook
      3m 41s
    5. Using the Formula bar
      1m 43s
    6. Using the Status bar
      2m 24s
    7. Navigation and mouse pointers
      2m 20s
    8. Shortcut menus and the Mini toolbar
      3m 24s
    9. Using the built-in help
      2m 54s
    10. Creating new files
      2m 11s
  3. 24m 1s
    1. Exploring data entry and editing techniques
      4m 41s
    2. Entering data with AutoFill
      4m 6s
    3. Working with dates and times
      3m 32s
    4. Using Undo and Redo
      4m 50s
    5. Adding comments
      2m 55s
    6. Using Save or Save As
      3m 57s
  4. 30m 7s
    1. Creating simple formulas: Totals and averages
      5m 25s
    2. Copying a formula for adjacent cells
      2m 54s
    3. Calculating year-to-date profits
      3m 9s
    4. Creating a percentage-increase formula
      4m 7s
    5. Working with relative, absolute, and mixed references
      4m 7s
    6. Using SUM and AVERAGE
      3m 25s
    7. Using other common functions
      7m 0s
  5. 46m 7s
    1. Exploring font styles and effects
      4m 7s
    2. Adjusting row heights and column widths
      3m 37s
    3. Working with alignment and Wrap Text
      4m 2s
    4. Designing borders
      3m 26s
    5. Exploring numeric and special formatting
      5m 36s
    6. Formatting numbers and dates
      4m 31s
    7. Conditional formatting
      4m 21s
    8. Creating and using tables
      9m 59s
    9. Inserting shapes, arrows, and other visual features
      6m 28s
  6. 20m 40s
    1. Inserting and deleting rows and columns
      4m 52s
    2. Hiding and unhiding rows and columns
      4m 2s
    3. Moving, copying, and inserting data
      5m 42s
    4. Finding and replacing data
      6m 4s
  7. 17m 51s
    1. Exploring the Page Layout tab and view
      7m 20s
    2. Previewing page breaks
      4m 56s
    3. Working with Page Setup and printing controls
      5m 35s
  8. 30m 30s
    1. Creating charts
      4m 36s
    2. Exploring chart types
      7m 47s
    3. Formatting charts
      5m 42s
    4. Working with axes, labels, gridlines, and other chart elements
      5m 35s
    5. Creating in-cell charts with sparklines
      6m 50s
  9. 12m 49s
    1. Freezing and unfreezing panes
      2m 39s
    2. Splitting screens horizontally and vertically
      4m 48s
    3. Showing necessary information with the Outlining feature
      5m 22s
  10. 23m 0s
    1. Displaying multiple worksheets and workbooks
      4m 17s
    2. Renaming, inserting, and deleting sheets
      2m 23s
    3. Moving, copying, and grouping sheets
      3m 39s
    4. Using formulas to link worksheets and workbooks
      6m 1s
    5. Locating and maintaining links
      6m 40s
  11. 20m 25s
    1. Using IF functions and relational operators
      3m 43s
    2. Getting approximate table data with the VLOOKUP function
      7m 6s
    3. Getting exact table data with the VLOOKUP function
      4m 42s
    4. Using the COUNTIF family of functions
      4m 54s
  12. 23m 50s
    1. Unlocking cells and protecting worksheets
      7m 50s
    2. Protecting workbooks
      2m 40s
    3. Assigning passwords to workbooks
      4m 41s
    4. Sharing workbooks
      4m 7s
    5. Tracking changes
      4m 32s
  13. 28m 32s
    1. Sorting data
      6m 9s
    2. Inserting subtotals in a sorted list
      8m 25s
    3. Using filters
      6m 16s
    4. Splitting data into multiple columns
      5m 4s
    5. Removing duplicate records
      2m 38s
  14. 35m 2s
    1. Creating PivotTables
      8m 36s
    2. Manipulating PivotTable data
      9m 47s
    3. Grouping by date and time
      6m 0s
    4. Grouping by other factors
      2m 33s
    5. Using slicers to clarify and manipulate fields
      4m 7s
    6. Using PivotCharts
      3m 59s
  15. 23m 29s
    1. Using Goal Seek
      6m 8s
    2. Using Solver
      6m 34s
    3. Using Scenario Manager
      6m 11s
    4. Using Data Tables
      4m 36s
  16. 24m 31s
    1. Definition and examples
      6m 48s
    2. Creating a simple macro
      7m 0s
    3. Running a macro
      10m 43s
  17. 29s
    1. Next steps
      29s

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Excel 2013 Essential Training
6h 32m Appropriate for all Jan 29, 2013

Viewers: in countries Watching now:

Whether you're a novice or an expert wanting to refresh your skillset with Microsoft Excel, this course covers all the basics you need to start entering your data and building organized workbooks. Author Dennis Taylor teaches you how to enter and organize data, perform calculations with simple functions, work with multiple worksheets, format the appearance of your data, and build charts and PivotTables. Other lessons cover the powerful IF, VLOOKUP, and COUNTIF family of functions; the Goal Seek, Solver, and other data analysis tools; and how to automate many of these tasks with macros.

Topics include:
  • What is Excel and what is it used for?
  • Using the menus
  • Working with dates and times
  • Creating simple formulas
  • Formatting fonts, row and column sizes, borders, and more
  • Inserting shapes, arrows, and other graphics
  • Adding and deleting rows and columns
  • Hiding data
  • Moving, copying, and pasting
  • Sorting and filtering data
  • Printing your worksheet
  • Securing your workbooks
  • Tracking changes
Subjects:
Business Charts + Graphs Spreadsheets Teacher Tools Education Student Tools
Software:
Excel Office Office 365
Author:
Dennis Taylor

Using slicers to clarify and manipulate fields

If you want greater control over a Pivot Table when you're making a presentation or when you're simply analyzing data, you need to know about Slicers. This is a relatively new feature in Pivot Tables introduced in Excel 2010. In this particular Pivot Table we're seeing Salespersons in the row labels area, Product in the column labels area. Now, suppose we want to see just some of the products. A standard way to make this choice is to click the drop arrow for Product and unselect the items we don't want to see. So maybe we don't want to see the two tables here and we're not seeing them and the totals are adjusted.

Now, do we know which fields were not seeing? Well, if we just made the change, yes. But, we might be looking at the Pivot Table in later time. Do we know our product list that well? Do we know what's not being seen? So, one aspect of using these arrows is that we might at different times want to know not just what we are seeing but what we're not seeing. And maybe we want to focus on just some of our salespersons. And so similarly, we could go to the drop arrow for Salesperson and not select all of the names. I'm not doing that but let's say, that we certainly could do that as well.

Now, Slicers which is available on the ANALYZE tab in the ribbon when we're using the Pivot Tables is found in the Filter group. Insert Slicer what we're about to see here is all of the field names. Now, we're not using all the fields right now. We're not using for example Region, we're not using Customer but we still might want to see Slicers for our various fields here. Perhaps not all of them and you want to experiment with this; but I'm going to use Salesperson, Product, Region and Customers, a small problem here it can be, our screen is going to be a bit crowded.

Let's click OK and see what we'll see here. We've got slicers now for Customer, Region, Product and Salesperson. We can make these a bit smaller something like that, take a bit of time to do it for all of these, you don't have to do this but just a reminder, you can redesign this as you wish. As you're manipulating these two, recognize that there is a SLICER TOOLS ribbon in the menu system also with an OPTIONS tab; we can change colors, heights and so on. Products, same idea. Now, the advantage of these is two fold. One, is we can see which entries are not being shown.

So, for example, right away we can see here on Product the two items that are not showing. If we only want to look at two of our customers, say Ellington Designs and Home Emporium. We'll click Ellington Designs and we're only seeing that customer and now holding down Ctrl if we click Home Emporium and we see the two of those together. And so, as we're looking at the Pivot Table, even though customer isn't even visible anywhere we're only looking at two of our customers. And so ultimately this could be better than what we're seeing with the standard Pivot Table field list.

And the more we move these, the more you manipulate them and you'll decide what's best in terms of how many of these you want to see but that gives us a clear picture of what this Pivot Table is all about in terms of what is showing and what isn't showing. You can make the Salesperson slicer by the way, be two columns. It might be a good choice, and then possibly make it wider and that way we can see the names that way too. So at any given time when we're working with this Pivot Table, we don't necessarily need our Pivot Table field list although it's certainly is helpful to remind us of the layout.

But let's say we move that aside a little bit by dragging its title at the top. Let's drag it over here for example, and focus more on the slicers. The red X within the slicers looks like it's a way to get rid of the slicer but what it really means is clear the filter. In order words, select all of the fields. So click the red X to select all of the fields, and in effect we're not using Product now because all of the products are being shown. Once again, if we only want to look at two of these, click that one then use the Ctrl key. If there's a consecutive cluster we want to use, if we want to use the first three; click Bamboo Coffee Table and then with the Shift key click Captain Recliner, so we see those three.

So, at any given time with these slicers here you know what's showing in the Pivot Table and what's not showing.

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