Excel 2019 Bible

(singke) #1

Chapter 30: Analyzing Data with PivotTables


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case, the PivotTable is displaying data for new and existing customers, opened by tellers at
the North County branch.


FIGURE 30.20


Using slicers to filter the data displayed in a PivotTable


The same type of filtering can be accomplished by using the field labels in the PivotTable,
but slicers are intended for those who might not understand how to filter data in a
PivotTable. Slicers can also be used to create an attractive and easy-to-use interactive
“dashboard.”


To add one or more slicers to a worksheet, start by selecting any cell in a PivotTable. Then
choose Insert ➪ Filters ➪ Slicer. The Insert Slicers dialog box appears, with a list of all
fields in the PivotTable. Place a check mark next to the slicers you want and then click OK.


Slicers can be moved and resized, and you can change the look. To remove the effects of
filtering by a particular slicer, click the “clear filter” icon in the slicer’s upper-right corner.


To use a slicer to filter data in a PivotTable, just click a button. To display multiple values,
press Ctrl while you click the buttons in a slicer or click the Multi-Select icon at the top
right of the slicer window. Press Shift and click to select a series of consecutive buttons.


Figure 30.21 shows a PivotTable and a PivotChart. Two slicers are used to filter the data (by
state and by month). In this case, the PivotTable and PivotChart show only the data for
Kansas, Missouri, and New York for the months of January through March. Slicers provide a
quick and easy way to create an interactive chart.

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