To filter for multiple values, just click on the additional values in the slicer. In the dialog box, select the date fields for which you want to create a timeline and click OK.įiltering your data with slicers is as simple as clicking on the values you want to see.Note, this feature is available in Excel 2013 and later and works only with PivotTables. It lets you filter based on time-related fields. Creating a Timeline Slicer (For PivotTables only)Ī Timeline slicer is similar to a regular slicer. You’ve mastered the basics, so let’s now dive into some advanced slicer techniques that will further enhance your Excel expertise. Let the power of Excel Slicers transform your data analysis and visualization. With this guide, you are ready to insert a slicer in Excel, use a PivotTable slicer, and customize your slicers. If you no longer need the slicer, select it, and press Delete.Īnd there you have it! A compelling journey into the world of slicers in Excel. This action clears the filter, not the slicer itself. Clearing a SlicerĬlear your slicer filter by clicking the top right icon on your slicer. Right-click on the slicer, select Report Connections, and connect your slicer to your heart’s content! 5. In Excel 2013 and later, you can connect one slicer to multiple PivotTables or tables. If your slicer is crowded, organize your options into neat columns using Slicer Tools > Options > Buttons. Slicer StylesĪdd a dash of color to your slicers using Slicer Tools > Options > Slicer Styles. Resizing and Movingĭrag and reposition your slicer like a shape to make it fit your aesthetic. The real magic begins when you customize your Excel slicer to match your needs and style. Your PivotTable slicer is ready to slice and dice!.Select the fields for which you need a slicer from the dialog box and click OK.Navigate to Analyze (or Options for Excel 2010) > Insert Slicer.Voila! Your slicer will appear, ready for action.Select the ones you need a slicer for and click OK. A dialog box will pop up with all the columns from your table.Select Insert > Slicer from the ribbon.Before that you need to select the data go to insert and then insert table. You can convert your data range into a table by selecting your data and clicking Insert > Table from the ribbon. Before we start, it’s good practice to have your data in a table format. No magic incantations needed here, the process to insert a slicer in Excel is quite straightforward. Rather than using complex formulas or hidden drop-down menus, slicers present your options clearly, with a simple select and de-select interface. In the next tip, I will talk about a new setting which, I believe, make slicers even more user friendly and usable to create a dashboard in Excel.Slicers are visual filters. This means that you can have slicers filter data across multiple sheets. It will display objects from all of the objects within your workbook. The Report Connections dialog allows you to relate the slicer to data objects from the same data source. You can also get to the short cut menu from the target data object such as a PivotTable. The Report Connections button there will lead you to the same dialog to relate object. The second way is to bring focus to the Slicer and you will get a new menu option on the ribbon called Slicer Tools – Options. First, in the short cut menu (right-click) on the slicer you will get the option in that menu as noted below. There are two ways to get to the Report Connections option. However, I would be cruel not to wrap this up by showing you how to connect your slicer to related data objects in Excel. Once you click this, it will create a Slicer on the sheet you are working in with all of the available, unique values from the field. In order to use that you need to create your slicer from the PivotTable tools as shown below by right-clicking the field to use as a Slicer. Now in my case, I am using a PowerPivot data source. It will show you the available connections in your workbook as well as other connections you have used or are available. When you click this button, you get a data source dialog. You can add a slicer from the INSERT tab on the Ribbon in Excel as shown in the image below. However, they are even more highlighted in Excel 2013. Slicers are not new functionality in Excel as they were in Excel 2010 as well. I hope you too will discover something new you can use. In order to not forget what I learn or discover, I write it down … here. Much of the content will be a result of my daily interactions with business users and other BI devs. As I mentioned in my original post, Exploring Excel 2013 as Microsoft’s BI Client, I will be posting tips regularly about using Excel 2013.
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