Office 2010 - Excel

Lesson 63: “Pivot Tables” (10)

63/87 Lessons 

“Report Filter”

A “Report Filter” is used to display either all data from a field or to filter one or more fields of data.

A field can never be in a “Report Filter” area AND in another area simultaneously.

Inserting a field in a “Report Filter” area that is already used in another area will automatically remove it from the other area.

For each field we add to the “Report Filter” area, there is a filter button on the right side of the field name.

 

The field placed in the “Report Filter” area is placed above other fields in the “Pivot Table”. On the left is the field name, in this case “Region”, and on the right, the filter (All). By default, the filter “All”, indicates that all data from this field is displayed in the “Pivot Table”.

In order to filter, click the downward-pointing arrow (1).

This opens a list with all possible filter settings. These filter settings are totally dependent on the data used in our table. Click one of the categories from the list that you want to filter.

If you want to filter on multiple data, e.g. Antwerp and Limburg, then click the check box for the text “Select multiple items” (2).

However, whats new in “Excel 2010″ is the search filter (3). As soon as you start typing this, ” Excel” will show you the possible outcomes (4). This is a big improvement.

When one or more filters are applied, the downward pointing arrow changes into a smaller dart with an icon of a filter.

If you wish to change the settings of a filter, click on the arrow icon. This reopens the list where changes can be made.

 

Multiple “Report filters”

In the “Report Filter” area, we can place two or more fields. Each of the “Report Filters” has its own filter button.

 

I can not tell you in what areas you need to place the fields because this depends on the results that you want to see.

But, as you work more and more with “PivotTables”, this will become obvious

 

Sorting and / or Filtering “Row and Column Labels”

We can also filter or sort “Row or Column Labels”.

Just click the downward pointing arrow next to the Row or Column Label.

In the upper section, we first make a choice between the various fields which are placed in the “Row Labels” area or the “Column Labels” area. In this case, “Region”.

 

To sort we have three choices, “A to Z”, “Z to A” and “More sorting options”.
In the option “More sorting options” we have the additional option of “Drag” in which we drag the data fields to the position we desire. Click OK when you’re done.

Awesome!
You've completed Lesson 63
START NEXT LESSON