Join David Rivers for an in-depth discussion in this video Finding data patterns with PivotTable slicers, part of Office for Mac 2016 New Features.
- By far the biggest change you'll notice when using Microsoft Excel 2016 here on the Mac is the user interface. It is cleaner, flatter, it's better organized with the ribbon. And for Mac users it's still a little bit familiar with this menu bar across the top. And if you're coming from a Windows environment, you'll be glad to know that many of the keyboard shortcuts you're accustomed to using in a Windows environment work here as well. But there are some new features worth noting, and we're gonna look at one of them now. So you can see we have some figures here for "Procurement by Region".
We also have "Purchases by Product" here. And then we have a third tab at the bottom, which is the "Pivot Table", and it's showing department codes, it's showing a "Count of Items" for that department, and a sum total. And with a pivot table, we can filter things. We can click the filter button. Maybe we wanna change the way things are ordered, by sum total, and we want it to be "Descending" so that the highest values are at the top. We have "Ascending" and "Descending". We'll close that up and see that the order has changed.
That's the beauty of a pivot table. This is a simple one. But we can also slice and dice this data if we wanna filter it even further through the slicer. Let's go up to the "Insert" tab, and from here you'll notice something called the "Slicer". If it's grayed out, it means you're not in your "Pivot Table". Just click in there anywhere, and it becomes available. We'll click the "Slicer", and now we can create up to, for this particular table, three different "Slicers". It would make sense if we wanted to show values by department, for example, to choose department code.
So let's click "Ok". There's our "Slicer". We can move it around. We can format it to our liking. Notice that we can use many of these different looks, until we get exactly what we want. I'm actually gonna move it up here next to the table. And now what we have are buttons for each of the department codes. So the table over here is going to change, depending on the button we choose from the slicer. I'm only interested in the department code, "sp". I click that, and that's all I'm going to see.
Or maybe now I want to check out "ap". You can see those values. And as I go from one to the next to the next, that's exactly what I'm going to see. When I'm done, I can click the little filter icon button in the top right hand corner to turn off any filtering. But the slicer can stay there now and I'll always have access to the data I need, thanks to this little shortcut.
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- Using Smart Lookup in Excel
- Using Excel's Analysis ToolPak
- Investigating themes in Word and PowerPoint
- Creating and sharing notebooks with OneNote
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