Filtering Excel Pivot Tables With the Report Filter and Slicers

광고 As soon as you might be used to creating Pivot Tables out of your knowledge, chances are you’ll be searching for extra management over the knowledge you show. You could solely have an interest within the knowledge for one particular salesperson, or product. It’s straightforward to filter your Pivot Desk Vegetable Slicer with 3 Interchangeable Blades B07P6G5L35.

NOTE: I’m utilizing the 2010 model of Excel for this text. Different variations could look a bit completely different. The uncooked knowledge I’m speaking about contains fields for: salesperson, product, date, month, 12 months, and gross sales.

I’ve created a Pivot Desk with salesperson within the row labels, product within the column labels and gross sales within the values space. To filter the salespeople or product:

1. Above your checklist of salespeople you will notice ‘Row Labels,’ or the name of your area with a drop-down arrow to the proper of it. (The phrases you see depend upon the report structure you might be utilizing. This may be adjusted by going to Pivot Desk Instruments Design tab, Format group, Report Format command.)

2. Click on on the drop-down arrow to see Excel’s typical filter field. From right here you’ll be able to filter on a wide range of label or worth choices. The identical filter field is offered for the ‘Column Labels.’

This can be good for the knowledge you are attempting to extract, however what if you wish to filter by a area that is not at present getting used for the Pivot Desk, just like the 12 months? On the Area Record pane (on the proper of your display screen in case your Pivot Desk is energetic) you will notice an space known as ‘Report Filter.’

You may drag any of your area headings into this space so as to add a area which you can filter by. If you happen to drag the 12 months area right here after which have a look at the cells above your desk, you will notice ‘Yr, (All) and a drop-down arrow.’ If you happen to click on on this arrow it would checklist all of the years included in your knowledge. You may select one 12 months, or go to the underside of the checklist and select ‘Choose A number of Gadgets.’ If you happen to even have ‘month’ as considered one of your fields, this too could be added to the Report Filter field within the Pivot Desk Area Record. A second filter will seem above your desk and you’ll select the months you wish to see knowledge for. The order of the filters within the ‘Report Filter‘ of the Area Record pane is the order these will seem above the desk.