How to Customise Your Excel Reports With Slicers
At Happy we talk a lot about how great Pivot Tables are — and Slicers make your Pivot Tables and reports even better. With Slicers, you can have one Pivot Table that switches between different categories through the click of a button.
In this blog, Ian gives step-by-step instructions with how you can create your very first Slicer.
Hi, we are Happy
We are leading a movement to create happy, empowered and productive workplaces.
How can we help you and your people to find joy in at least 80% of your work?
In his blog on Pivot Perfection, Darren showed us how to easily produce a series of Pivot Tables for each category we want to filter on. Slicers make it easy to have one Pivot Table that can switch between different categories.
Let’s start with the same data that Darren used:
The next step is to add a Slicer:
1. Go to the Options tab of the Pivot Table Tools on the ribbon
2. Click on Insert Slicer
3.Choose the field you want to filter on, in this case Department
4. Click OK
5. A Slicer box will appear on your worksheet:
6. Click on the category you are interested in, for example, the Design department
7. The Pivot Table will update to show the values for that category:
8. To change to a different category, just click on the appropriate value in the slicer box
9. To select multiple values, do a normal click on the first value, then control-click on the other values:
10. To clear the filter, click on the icon in the top-right corner of the Slicer box
11. You can move and re-size the Slicer box by clicking and dragging on the border of the box
Why not sign up to our newsletter?
Sign up to our monthly newsletter, full of tips, tricks and news to help you to be happier and more productive at work.
Ian was an IT trainer with Happy from 2007 to 2018, first as a member of staff and then as an associate. He delivered IT training in Microsoft Office (Word, Excel, PowerPoint, Access, Outlook) as well as VBA, SQL, HTML and Photoshop.
Testimonials from happy Customers
Well organised events always run to time and lots of useful materials
Navdeep Chatha2 days ago
Brilliant session - quite tricky to keep a group of 50 people engaged via Zoom for a whole day, but the team managed to do this whilst ensuring each attendee contributed ...
Eleanor Lochrie2 days ago
Good, efficient, well run and organised,
Gabriel Konayuma3 days ago
The programme was well organised wit a lot of interaction and engagement. The organisers were very helpful and available to attend to challeges we had during the event.
Trusted Customer5 days ago
I would recommend to anyone who facilitates groups often within their work
Joanna Buckland6 days ago
Always engaging and high energy.
Christine Eley6 days ago
Great tutor, made it fun and very interesting
Karen Cowans6 days ago
The session was informative and delivered in a calm, professional manner, even though at times there were technical issues with trainees internet. The trainer remained ca...
sue garland6 days ago
Excellent presentations, interactive and informative day with lots of opportunity to try new tools, well worth doing
Karen Cowans6 days ago
Good clear communication, very informative, and any questions well answered. Trainees were made to feel welcome, and part of the training.
Caroline Fry6 days ago
Easy to book and simple instructions sent in advance to access and prep for the day
Laura Haddrell6 days ago