Using Slicers in Microsoft Excel 2010

Using Slicers in Microsoft Excel 2010

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Overview

Slicers would be the new feature in Excel 2010 that has got everybody speaking. Basically Slicers really are a user-friendly renal system making PivotTables & PivotCharts simpler to utilize and today brings an advanced of dashboard capacity to Excel.

First Make Your PivotTables

The initial step in making use of Slicers would be to make your PivotTables & PivotCharts:

1. Choose the Insert tab around the Ribbon then click on the PivotTable button and select PivotChart.

2. Next choose the data range and select to produce the PivotTable and PivotChart on the new worksheet (after we have produced a dashboard we are able to hide the PivotTable tabs)

3. Now pick the needed fields within the Field List to produce your PivotTable & Chart.

4. Finally cut and beyond the PivotChart right into a new worksheet. This can make up the foundation of our ‘Dashboard’.

5. Repeat the above mentioned process as essential to create further PivotCharts and put them around the dashboard.

Each one of the PivotCharts around the dashboard could be individually filtered directly while using Field Buttons. However, the slicers we create next will require over this function and supply a greater degree of interactivity between PivotCharts. We are able to therefore take away the Field Buttons, here is how:

1. Click within the PivotChart and also the PivotChart Tools group can look around the Ribbon.

2. Next choose the Evaluate tab and click on the area Buttons menu.

3. Choose Hide All to get rid of the area Buttons around the PivotChart.

Allowing the Slicer

The next thing is to produce slicers to include real functionality towards the dashboard:

1. First click in the PivotChart after which choose the Insert Slicer button menu. Choose Insert Slicer from drop-lower recption menus.

2. You’ll be given a dialogue box that contains a summary of PivotTable fields.

3. Choose appropriate fields to require to filter then click OK.

Using Slicers

The slicer is going to be produced like a box with numerous buttons which enabling filtering. Clicking a person button can change the PivotChart accordingly. Multiple selections can be created by holding lower the CTRL key. The filter can be taken off by clicking the funnel icon or else dragging across all of the buttons to pick all of them.

Enhancing Slicer Functionality

A significant benefit of using Slicers is the opportunity to filter multiple PivotCharts concurrently, creating true dashboard functionality. Here is how to link PivotCharts together:

1. First pick a Slicer and right-click within the header area (in which the Slicer title seems), then choose PivotTable Connections in the menu. Alternatively you are able to choose the Options tab around the Ribbon and select PivotTable Connections.

2. Next pick from available PivotTables individuals that you want to connect with the Slicer.

3. Finally click Alright to complete the procedure.

Developing a Dashboard

We’ve the foundation for any full dashboard system which helps synchronised filtering of multiple data fields. Simply setup all of your PivotCharts on a single spreadsheet tab and make Slicers with multiple connections as necessary. Group your Slicers using the PivotCharts and you’ll have a person-friendly data renal system. It may seem beneficial to colour code your charts and slicers to complement, to be able to filter data easier:

1. To alter you PivotTable colour, first choose the Design tab within the PivotChart tools group.

2. Now you can pick from a variety of chart colours within the PivotChart styles gallery.

3. To alter Slicer colours, first click a slicer then choose the Options / Slicer Tools tab around the Ribbon.

4. A corresponding colour is now able to selected in the Slicer Styles gallery.

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