The Report Filter area in a PivotTable:

I have not mentioned the “Report Filter” area in our PivotTable .

First, take note of this.
When you prefer not to see the additional column and row with the grand totals which are automatically added to a PivotTable, click the “Grand Total” button in the “Ribbon” (A) and select the option you want.  The other options are self explanatory.

We will continue with the “Report Filter” (1) field.

When we place a field such as the “Client” (1) in the “Report filter” field, and click the arrow pointing downwards (2) in the pivot table, we can apply filters on the different clients.

So, click the arrow pointing downwards and select the check boxes for the customer or customers that you want to see.
Click OK when you’re done.

Here’s the result.
Only the figures for the selected customers are displayed.

In Excel 2010, we have the “Slicer” option, which, I must admit, is a big improvement.
To add one or more “slicers”, click the “Insert Slicer” button in the “Ribbon” under the “Options” tab.
This opens the slicer window in which, we find all our fields.
Select all the fields you want to filter in this window.
Do not panic, you can add slicers at any time.
Click the OK button when you’re done.

A slicer window appears (1) with all the records in this column. In this case, it is all the clients.
If you wish to apply the filter now, select the client in this window whose figures you want to see.
If you wish you to view the figures for multiple clients, keep the Ctrl key on your keyboard, pressed, while you click.

If you have multiple slicer windows open , you can apply a filter in each of these windows.
The only thing you have to do is to select the fields in the various slicer windows.

To delete a “Slicer”, select the window and press the “Delete” key on your keyboard.

If you have a “slicer” window with filters (A), then, in the other slicer windows, the entries for which no data is available are shown as slightly transparent, (1) and we can no longer select them.
Doesn’t this make sense?.
When there is no data, we need not apply a filter to that particular slicer.

FYI: Swotster.com thinks of its students, so you also remember swotster.com

Copyright © 2013 – Swotster Ltd.

Featured Courses

• Downloading iPad Apps
• Lesson 1: Introduction to Publisher
• Lesson 65: File Formats