Personally, I find 2007 pivot a bit less intuitive and user friendly than 2003, but just by a little bit. I am heavy user of pivot on the 2003 version, more so than the 2007 version which I'm currently using.
I like the power report filters give me in situations like this. Then I would change the report filter to instantly understand the trend for a different product. I would make a pivot chart with sales data and add a trend-line to it. I generally do this while analyzing sales or something. I often use Report filters to generate reports for a specific time-window or product group for my small business.
#HOW TO USE PIVOT TABLES IN EXCEL 2011 DOWNLOAD#
Go ahead and download the workbook.Ĭlick here to download Report Filter Demo Workbook. I have made a demo workbook showing how you can generate multiple reports from same pivot table. But you can over-ride this by using the “Select multiple items” check-box in report filter. Select More than one value for Report Filterīy default, Excel allows you to specify only one value per filter. This setting is available in Layout & Format Tab. For eg., you could add report filters on Month, Region & Product.įrom Pivot Table Options, you can set how Excel should layout the report filters. This is a very useful way to slice and dice your data when you have lots of columns (dimensions). You can add more than one report filter to a pivot table. For this,ġ) Click anywhere inside pivot table, and go to Options ribbon.Ģ) From here, click on little down arrow next to options, choose “Show Report Filter Pages”.ģ) Select the filter field for which you want multiple pages.Ĥ) Done! Excel produces multiple worksheets, one each for a report filter setting. Using Report Filters, we can quickly generate multiple pivot reports. Generating Multiple Reports from One Pivot Table: You can immediately switch the report filter to other regions (or a combination of them) to produce the region-wise reports. You can put Salesperson in Row label area, Product in Column area, net sales in value field area and region in report filter area of the pivot table. This is where a Report filter would help you.
Now, you are given the data for all sales from Jan 2007 to July 2009 and your boss asks you, “I need a report on sales by product and salesperson in each region”. You operate in 3 regions – West, North and Middle. You have 4 salespersons – Joseph, Lawrence, Maria & Matt. Let us say, you are an analyst at ACME Inc., that has 3 products – Fastcar, Rapidzoo and Superglue. Excel has several useful pivot table features to help us make all sorts of reports and charts. We all know that Pivot Tables help us analyze and report massive amount of data in little time.
Today we will learn about Pivot Table Report Filters.
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