Unlock Excel Pivot Table Secrets: Sorting, Filtering, Slicing Demystified!

Published: 07 October 2019
on channel: Up4Excel

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📗 Work along on this spreadsheet: »» https://cutt.ly/up4excel021-3
🎯 Excel provides great features to sort and filter data in pivot tables that are really easy to master and use.....and you'll learn them in this video! After all, no one wants to mess about looking for the data they want within a pivot table.

If you want to filter data in a pivot table then you can use the pivot table timeline and slicer features. This Excel tutorial on how to use slicers will show you how to insert slices and how to filter dates in a pivot table using the pivot table timeline feature. This excel tutorial on how to use a slicer will be a great help when you want to filter data in a pivot table, plus show you how to filter dates in a pivot table using a pivot table timeline slicer. When you learn how to filter dates in excel pivot table with the excel timeline feature you will be able to filter data in a PivotTable very quickly and easily. I will show how to use the timeline feature in pivot tables in an easy step by step way, so the pivot table timeline feature becomes your easy way to filter data in a pivot table in future. You will be confident you know how to filter dates in a pivot table once you watch this excel tutorial on how to use a slicer and use a timeline in a pivot table in excel.

In part 1 I gave you a complete overview of how to set up a pivot table and in part 2 how to lay it out well and format it nicely. In part 3 I'll show you how to sort and filer your pivot table and we'll add some cool features like slicers and timelines. There’ll be plenty of tips and tricks along the way too.

Microsoft Info for Slicers and Timelines:

Slicers provide buttons that you can click to filter tables, or PivotTables. In addition to quick filtering, slicers also indicate the current filtering state, which makes it easy to understand what exactly is currently displayed.

Notes:
To select more than one item, hold Ctrl, and then select the items that you want to show.
To clear a slicer's filters, select Clear Filter Delete in the slicer.

You can adjust your slicer preferences in the Slicer tab (in newer versions of Excel), or the Design tab (Excel 2016 and older versions) on the ribbon.

Note: Select and hold the corner of a slicer to adjust and resize it.

If you want to connect a slicer to more than one PivotTable, go to Slicer - Report Connections - check the PivotTables to include, then select OK.

Note: Slicers can only be connected to PivotTables that share the same data source.

A PivotTable Timeline is a dynamic filter option that lets you easily filter by date/time, and zoom in on the period you want with a slider control. Click Analyze - Insert Timeline to add one to your worksheet.

Much like a slicer for filtering data, you can insert a Timeline one time, and then keep it with your PivotTable to change the range of time whenever you like.

As we conclude this comprehensive tutorial on Excel pivot tables, I hope you've gained valuable insights and techniques to supercharge your data analysis skills. Remember, mastering pivot tables isn't just about crunching numbers—it's about transforming raw data into actionable insights that drive informed decisions. By leveraging the power of pivot table layouts, customization options, and efficient data calculations, you'll streamline your workflow and elevate your Excel proficiency to new heights.

But our journey doesn't end here. Excel is a vast tool with endless possibilities, and there's always more to learn and explore. Whether you're delving deeper into pivot table features or exploring other advanced Excel functionalities, continue to seek knowledge and refine your skills.

Don't forget to download the accompanying spreadsheet and practice the techniques covered in this video. Hands-on experience is key to solidifying your understanding and mastering these concepts. Experiment with different layouts, formats, and calculations to find what works best for your specific data analysis needs.

I encourage you to stay engaged with our channel for more valuable Excel tutorials, tips, and tricks to enhance your productivity and proficiency. If you found this video helpful, please consider liking, commenting, and sharing it with your colleagues and fellow Excel enthusiasts. Your support motivates us to create more content that empowers you to excel in your Excel journey.

Thank you for joining us on this learning adventure. Keep exploring, keep learning, and keep pushing the boundaries of what you can achieve with Excel. Until next time, happy analyzing!

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