After you summarize data in a Pivot Table, you can use Report filters, to focus on specific portions of the data. Change Report filter layout, to save space on your worksheet. Show
Tip: You can also use Pivot Table Slicers to filter an Excel pivot table. Macros: To automate some report filter tasks, you can use Excel macros. On the Report Filter Macros page, you'll find macros to scroll through report filter items, change all filters, sort report filter fields, and more. Using Report FiltersSee the steps for adding and applying pivot table report filters in this short video tutorial. There are written instructions, and the video timeline, below the video. Video Timeline
Report Filter ExampleAfter you summarize your data by creating an Excel Pivot Table, you can focus on specific portions of the data by using Report Filters. For example, instead of showing the sales amounts for all regions, you can select one or two regions, and show their results. Or, show the product sales for a specific city, or one salesperson, instead of the entire company's results. In the pivot table screenshot shown below:
Add a Report FilterTo use a pivot table field as a Report Filter, follow these steps.
See the Report FilterOn the worksheet, Excel adds the selected field to the top of the pivot table, with the item (All) showing. The values in the pivot table do not change. In the screen shot below, the Region Report Filter is now in place at the top of the pivot table. NOTE: You can add additional Report Filters by dragging more fields to the Filters box in the PivotTable Field List. Apply a FilterAfter you add a Report Filter, you can select an item from the filter, to change the data that is summarized in the Pivot Table.
In the screen shot below, the North item in the Region field has been selected. Filter for Multiple ItemsIn a Report Filter, you can select multiple items, instead of selecting only one item. For example, when filtering for cities, you might want to see the results for two or more cities, instead of a single city. In the pivot table shown below, City has been added to the Report Filter area. Note: The Report Filter will show (Multiple Items), if two or more items have been selected. Allow Multiple SelectionsTo allow multiple selections in a filter, follow these steps:
After you click OK, the pivot table shows the summarized values for all of the selected items. Video: Quickly Clear All FiltersWhen you've finished analyzing the filtered data in a pivot table, use this shortcut, to quickly see all the data again. The Clear Filter button can save you lots of time! Thanks to AlexJ, who shared this tip. You can find more of his tutorials and tips here: AlexJ's Excel sample files. Clear a Report FilterWhen you've finished analyzing the filtered data in a pivot table, you can clear the Report Filters, to see all the data again.
Video: Apply Multiple Filters to Pivot Table FieldYou can filter a pivot field in a pivot table, to see specific results. However, when you apply a different filter, the first filter is removed. Watch this video to see how you can apply multiple pivot table filters at the same time. With this technique, you can use a Label filter, Value filter and Manual filter simultaneously, to fine tune your pivot table reports. Report Filters are Not DependentThe Report Filters are not dependent, so items that you select in one Report Filter will not affect the items available in any other Report Filters. For example, in the pivot table shown below, East has been selected from the Region drop down. However, all the cities show up in the item list for the City Report Filter. Only Boston, New York and Philadelphia are in the East region. If you select a city that's not in the East region, like Seattle, the pivot table won't show any records. In Excel 2010, and later versions, use Slicers to see related items from other fields, after applying a filter Video: Change Report Filters LayoutBy default, the Report Filters are shown in a single vertical list at the top of a pivot table. Watch this video to see how to change the layout. The written instructions are below the video. Change the Report Filters LayoutBy default, the Report Filters are shown in a single vertical list at the top of a pivot table. If you add several filters, that list can get rather long, and it pushes the data down the worksheet. For example, there are 7 Report Filters in the pivot table shown below. That long list uses lots of valuable real estate at the top of the worksheet! Report Filter Layout OptionsTo save space, you can change the Report Filter layout. You can either:
Report Filter Layout TipsHere are a couple of tips to consider, when you're selecing the layout options for a pivot table's report filters.
Report Filter Layout OptionsIn the PivotTable Options, you can change the 'Display Fields in Report Filter Area' option, to find the best balance of height and width for the report filter layout. The report filters can be arranged in the following layouts:
The basic structure will be either in rows (horizontal) or columns (vertical)
To limit number of fields in vertical list
After you select those layout option setttings, the Report Filters change, to show the specified number of fields per column. NOTE: Changing the layout might create blank rows above the filters. Thos blank rows can be deleted. To show Report Filters across row:
The Report Filters change to a horizontal layout, with the specified number of fields per row. NOTE: Changing the layout might create blank rows above the filters, and those can be deleted. Grouping Dates in Report FieldsIf you put a date field in the Report Filter area, there might be a long list of dates in the drop down list. Instead of seeing the individual dates, you might prefer to group them, by year or month. However, if you right-click on the Report Filter field, there isn’t a command that lets you group the data. Note: You cannot apply dynamic date fields on a Report field, such as Last Year, Next Month, or Yesterday. Those date filters are only available in the Row or Column fields. For more information, to see a Report Filter Date Filters video, go to the Pivot Table Date Filters page. Workaround to Group Report Field DatesFortunately, there is a workaround that solves the Report Filter grouping problem. It’s not an elegant solution, but it works! To enable the grouping command, you’ll temporarily move the Report Filter field to the Row Labels area. In the screen shot below, the OrderDate field is being dragged to the Row Labels area, in the PivotTable fields pane. Then, right-click on the field in the pivot table, and click Group. Select the Grouping options that you want, and click OK Back to Report Filter AreaAfter you apply the date grouping, move the grouped fields back to the Report Filter area. In this example, the OrderDate field was grouped by Year and Month, and that created a new field – Years. Both the Years field and the OrderDate field are dragged back to the Report Filter area. Now, the pivot table can be filtered by year and/or month Pivot Table SlicersAnother way to filter a pivot table is with one or more Slicers. Pivot Table Slicers can apply filters to a single pivot table, or you can connect them to multiple pivot tables (from the same source data). Then, just click a button on a Slicer, to quickly filter all the connected pivot tables. In the screenshot below, there are two pivot tables, and two Slicers, at the bottom left - Product and Region. Get the Sample FileClick here to get the zipped sample file with the Region Sales data for this tutorial. The zipped file is in xlsx format, and does NOT contain macros. How do I Unfilter a PivotTable?To remove all report filters, labels, values, and formatting from a PivotTable, and to start designing the layout all over again, use the Clear All command. Click the PivotTable or PivotChart. On the Analyze tab, in the Actions group, click Clear, and then click Clear All. How do you filter top 10 in Excel PivotTable?Show the top or bottom 10 items. In the PivotTable, click the arrow. ... . Right-click an item in the selection, and then click Filter > Top 10 or Bottom 10.. In the first box, enter a number.. In the second box, pick the option you want to filter by. ... . In the search box, you can optionally search for a particular value.. How do you Unfilter in Excel?How to remove filter in Excel. To remove all filters in a worksheet, do one of the following: Go to the Data tab > Sort & Filter group, and click Clear. Go to the Home tab > Editing group, and click Sort & Filter > Clear. How do you clear the advanced filter in Excel?You can use the Advanced Filter to create more powerful filters, such as filtering for unique records and using operators such as OR. Click the Filter icon button next to the column heading, and then click Clear Filter from <“Column Name”>. Click DATA > Clear. |