How to Customise Your Excel Reports With Slicers

In: BlogDate: May 01, 2013By: Ian Balboa

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?

More about Happy

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.

Sign up here

Learn How to Analyse Your Excel Data With Our Online Sessions

Our Analysing Excel Data for Better Business Decisions workshop will give you a toolbox of effective methods to analyse your data. The techniques range from quick analysis to setting up complex automated dashboards.

This course is only available for private bookings, either for groups or as a one-to-one, held online via Zoom or in the classroom — please get in touch for availability.

View our Analysing Excel Data for Better Business Decisions course page

We also offer a range of 90-minute Advanced Excel sessions, including Using Range Names, Nesting Logical Functions, XLOOKUP, LookUps and New Formulas in Excel 2016 Onwards. These bitesize sessions are only available online. Find out more

Why learn online with Happy?

  • Interactive and engaging - just like our classroom sessions
  • Bitesize or full-day sessions - fit around your schedule
  • Learn from home - all you need is a quiet place to call from and an internet connection
  • IT Helpline - 2 years of free support after your course
  • No quibble money-back guarantee

Ian Balboa

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.

More by Ian