How to Use Pivot Tables Filters and Slicers in Microsoft Excel 2016

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During this Microsoft Excel 2016 advanced training tutorial video, we will focus on filtering pivot tables and the use of slicers. We will demonstrate how to change pivot table styles, how to use the grouping and filter options, and how to insert slices and timelines. We will also show you some pivot table options like refreshing data, switching the field list on/off, expand/collapse buttons, and field headers.

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Welcome back to our course on Excel 2016 Advanced.
In this section we’re going to primarily focus on filtering Pivot Tables and specifically we’re also going to look at the use of Slicers which actually present some particularly straightforward ways of filtering Pivot Tables.

Before we do that I’ve got a few things to point out that I haven’t pointed out. So far now that you should have a good handle on the basics of Pivot Tables a few more things to fill in, one of which is that if I want to refresh a Pivot Table you’ve already seen the Refresh option there on the Analyze tab in the Pivot Table Tools. To the right of that there’s a button Change Data Source.

And if I click on Change Data Source that takes me to the source of the Pivot Table and allows me to make any updates or changes there. So that can be useful.

And the other thing about a Pivot Table, if I make sure that I’ve got the Analyze tab selected, over on the left here you’ve got an Options dropdown. And if I click on Options there are some very useful options within Pivot Table Options. And in particular I’d like to look at Data because one of the options on the Data tab is Refresh data when opening the file. It can very often be useful to have that set, particularly if your Pivot Table depends on data which is being refreshed from outside itself. And particularly if it’s say using a data model that’s subject to updates from data from outside the specific workbook. But it is well worth going through the tabs in the Pivot Table Options.

And also on the Analyze tab over on the right you’ve got a Show Group and one of the options there lets you switch on and off the Field List. So that shows or hides the panel that includes the Pivot Table fields and the drop zones. There is also an option here that switches on or off the plus and minus buttons that allow you to expand or collapse the items within the Pivot Table. So if I switch that off, look at the left most column A in the Pivot Table, the plus/minus buttons have gone. And another one that displays the field headers for rows and columns. So particularly if you’re in sort of presentation mode and you want to simplify what’s shown, you don’t need access to these facilities, you’re not actually going to make changes to the Pivot Table say when you’re doing a presentation those can be useful as well.

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Видео How to Use Pivot Tables Filters and Slicers in Microsoft Excel 2016 канала Simon Sez IT