Another way to select many filters is the Multi-select button on top right of the slicer. Click that button on (or Alt + S ) then just click on slicer items to select/deselect them. Clear Slicer Filter. To remove all filters and show all data, click the Clear Filter button at top right or Alt + C. Re: Slicer vs Filter Yes the slicer on a pivot table does the summary, but wanted it on a data table where I can edit data as required, I will try the helper column as you suggested. The screen shot is a pivot table from the same data table.
Learn how to summarize, sort, and analyze your data in using one of the most overlooked features in Microsoft Excel for Mac 2016: pivot tables. Author Curt Frye shows you how to gain more valuable insights from your organization's data—demystifying the complexity of pivot tables while demonstrating their power. His tutorials show how to build PivotTables from Excel workbooks or external data sources, add calculated fields, filter results, and format your layout to make it more readable. Plus, learn how to use conditional formatting to intelligently highlight cells, apply color scales, create data bars, and share your pivot table results in printouts or via PDF.
Instructor. Curt Frye is a freelance course developer and writer.
He has developed more than 50 online courses on topics including Microsoft Excel, Tableau, Mathematica, and social network analysis. He has also written more than 40 books, with recent titles including Microsoft Excel 2016 Step by Step and Microsoft OneNote 2016 Step by Step, both for Microsoft Press. In addition to his writing and course development, Curt is a popular conference speaker and entertainer. His programs include his Improspectives® approach to teamwork and creativity, analyzing and presenting data in Microsoft Excel, and his interactive Magic of the Mind show.
By: Curt Frye course. 6h 23m 42s. 18,972 viewers. Course Transcript - Voiceover When you filter a pivot table Excel indicates that a field is filtered by placing filter icons in the body of the pivot table and in the pivot table field list. Unfortunately those icons are small and hard to see and give no indication of which values are included in or excluded from the filter. In Excel 2016 you can filter your pivot tables by using slicers, which graphically indicate which values are included and excluded by a filter. I will show you how to use slicers in this movie and my sample workbook is the slicers Excel file, which you can find in the chapter three folder of the exercise files collection.
Like I said, a slicer is a visual indicator of the way that a filter has been applied. It shows values that have been included and excluded.
To filter a pivot table by using a slicer click any cell in the body of the pivot table and then on the analyze contextual tab, click the insert slicer button. The insert slicer's dialog box appears and it provides a list of the fields that are available to you. You can create more than one slicer at a time, but in this case I'll just stay with one, and I'll select quarter. So I'll check that box and click okay, and my slicer appears.
I'm gonna close the pivot table builder dialog box or task pane, and I'll drag quarter over to the side, so we can get a better look. Right now all quarters of data are displayed and also note that quarter isn't used in the body of the pivot table at the moment, instead I'll just use it as a separate filter. Let's say that I only want to see the values for quarter one in the years 2014 and 2015. I can create that filter by going to the slicer and clicking the control for one. And you can see that the values have been filtered, so now I only see results for January, February, and March, which is the first quarter of the year. And if I want to switch to quarter four I can click that and my pivot table filter changes. You can also select multiple fields.
So let's say that I want to see the results for say quarters three and four. Four is already selected, so I'll hold down the Command key and click the control for number three. And now I see six months, the last six months for both 2014 and 2015. And if I want to go back to quarter one I can click there. If I want to select a range of values, in this case say quarters two through four, then I can use the Shift key. I'll click the first cell, or rather the first item that I want to include, and because I want to include two, three, and four, which are all in a row, they're together, I can hold down the Shift key and click four.
Shift + clicking creates a sequence. It selects everything from the beginning to the end. And that's why I had two, three, and four selected the way I did. And again, if I want to go back to one I can just click one. If you want to remove a slicer filter then you can click the clear filter button, which is on the title bar of the slicer itself. And to get rid of the slicer hold down the Control key and click the title bar of the slicer and from the shortcut menu that appears click remove quarter. Filtering your pivot tables using slicers helps you and your audience visualize which values are included and excluded from your filter.
Slicers work best for filtering fields with 20 or fewer values, especially if your pivot table takes up more than half of the screen after you apply the filter. Practice while you learn with exercise files. Watch this course anytime, anywhere. Course Contents. Introduction Introduction. 1. Creating and Pivoting PivotTables 1.
Creating and Pivoting PivotTables. 2.
Summarizing PivotTable Data 2. Summarizing PivotTable Data. 3.
Sorting and Filtering PivotTable Data 3. Sorting and Filtering PivotTable Data. 4. Formatting and Printing PivotTables 4. Formatting and Printing PivotTables. 5.
Applying Conditional Formats to PivotTables 5. Applying Conditional Formats to PivotTables. Conclusion Conclusion.
Posted on Slicers would be the new attribute in Excel 2010 which includes got everyone chatting. Basically Slicers really are a user-friendly blocking system which brings a high degree of dash capability to Excel makes PivotTables & PivotCharts easier to assist and now. First Produce Your PivotTables The initial step in using Slicers is to generate your PivotCharts: & PivotTables All the PivotCharts on the dashboard might be singularly strained right utilising the Field Buttons. But, the slicers we develop next will take over this function and supply a higher rate of interactivity between PivotCharts.
We are able to therefore take away the Field Buttons, here is how: 1. Choose on the PivotChart the Field Buttons to be removed by Hide All. Click inside the PivotChart and the PivotChart Tools party will appear on the Ribbon. Find the Insert tab about the Ribbon then click the PivotTable option and choose PivotChart. Lastly cut and past the PivotChart right into a new. This will form the premise of our ‘Dashboard.’ Three.
Repeat the aforementioned process as necessary to produce further PivotCharts and place them to the dashboard. Next find the data range and decide to produce the PivotChart and PivotTable on the new worksheet (once we’ve developed a dashboard we could disguise the PivotTable tabs) 5. Currently select the required fields while in the Field List to produce your PivotTable & Chart. Creating the Slicer The next step is to create slicers to incorporate functionality towards the dashboard: 1. Select proper grounds to need to filter then click OKAY. The Insert Slicer button menu is selected by first click inside a PivotChart and then.
Select Insert Slicer from drop-down the menu. You’ll be offered a debate pack containing a summary of PivotTable fields. The slicer will be created as being a field with a quantity of buttons which enabling filtering. Pressing a person switch may change the PivotChart consequently. The filtering can be eliminated by possibly pressing the funnel image or alternately dragging across all the buttons to select them all.
Bettering Slicer Operation An important advantage of applying Slicers is the ability to filter numerous PivotCharts concurrently, generating legitimate dash features. Here’s how to link PivotCharts together: 1. First select a right-click and Slicer in the header spot (where the Slicer title appears), then choose PivotTable Connections from your menu. Alternatively you are able to select the Options tab on the Ribbon and choose PivotTable Connections. Next pick from accessible PivotTables those who you wish to hook up to the Slicer. Eventually click OK to complete the method. Developing a Dashboard Basically put up all your PivotCharts on one spreadsheet tab and build Slicers with numerous connections as necessary.
Group your Slicers together with the PivotCharts and you’ll possess a user-friendly knowledge selection system. You could find it advantageous to colour code your graphs and slicers to match, in order that you can filtration knowledge more easily: 1.
First choose the Design tab while in the PivotChart instruments group, to alter you PivotTable coloration. It’s simple to choose from a selection of graph hues inside the PivotChart designs gallery. To improve Slicer colours, first click a slicer then select the Options / Slicer Tools tab around the Ribbon.
A corresponding coloring are now able to be selected in the Slicer Styles gallery.