![]() ![]() Using timelines to filter by dateĪfter slicers were introduced in Excel 2010, there was some feedback that using slicers was not an ideal way to deal with date fields. When you select this icon, you can select multiple items from the slicer without having to hold down the Ctrl key. You can change the font, colors, and so on.Ī new icon debuted in Excel 2016, in the top bar of the slicer. Just as you can define a new pivot table style, you can also right-click an existing slicer style and choose Duplicate. Note that you can control the heading for the slicer and the order of items in the slicer by using the Slicer Settings icon on the Slicer Tools Options tab of the ribbon. White boxes indicate items that are not selected. Gray boxes often mean the item has no records because of other slicers. The dark color indicates items that are selected. Instead, open the drop-down menu (see Figure 4-31).įIGURE 4-36 After formatting, your slicers might fit on a single screen. Next to the Options tab is a drop-down menu. Select one cell in the pivot table so that you can see the Analyze tab in the ribbon.įind the Options button in the left side of the Analyze tab. You are about to make several copies of the pivot table, and you don’t want to format each worksheet in the workbook, so double-check the number formatting and headings now.Īdd the Sector field to the Filters area. Make sure the formatting in the pivot table looks good before you start. You would like each industry manager to see only the customers in their area of responsibility.įollow these steps to quickly replicate the pivot table: You have a report showing customers with revenue and profit. ![]() Say you have created a report that you would like to share with the industry managers. Replicating a pivot table report for each item in a filterĪlthough slicers are now the darlings of the pivot table report, the good old-fashioned report filter can still do one trick that slicers cannot do. Selecting multiple items from the filter leads to a situation where the person reading the report will not know which items are included. In Figure 4-30, the pivot table is filtered to show revenue from multiple sectors, but it is impossible to tell which sectors are included. This enables you to select multiple items from the list. If you select it, Excel adds a check box next to each item in the drop-down menu. Choosing multiple items from a filterĪt the bottom of the Filters drop-down menu is a check box labeled Select Multiple Items. The drop-down menu always starts with (All) but then lists the complete unique set of items available in that field. To filter the pivot table, click any drop-down menu in the Filters area of the pivot table. You can also change Down, Then Over to Over, Then Down to rearrange the sequence of the Filter fields. Figure 4-29 shows the filters with four fields per column. Excel rearranges the Filter fields into multiple columns. On the Layout & Format tab of the PivotTable Options dialog box, change Report Filter Fields per Column from 0 to a positive number. If you add many fields to the Filters area, you might want to use one of the obscure pivot table options settings. To set up the report, drag Revenue and Cost to the Values area and then drag as many fields as desired to the Filters area. ![]() FIGURE 4-29 With multiple fields in the Filters area, this pivot table can answer many ad-hoc queries. ![]()
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