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Language: en

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In Part 1, we talked about the basics of creating
a PivotTable. In this video, we're going to

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take a look at three more features called
Report Filters, Slicers, and PivotCharts.

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Right now, this PivotTable is showing us the
regional sales totals for all the salespeople

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in our worksheet. However, I'd like to try
removing certain people, so we can see how

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their sales are impacting their regions.

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We can do this by adding a Report Filter,
which can be used to narrow down the data

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in your PivotTable.

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First drag the Salesperson field… to the
Filters area. Then look to your PivotTable,

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and click the filter that's been added to
the upper right corner.

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Next, check the option that says Select Multiple
Items. Now we can check or uncheck the salespeople

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above, depending on who we want to include.

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I'm going to remove Michael Brennan…

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Richard Dumlao… and Shannon Thompson.

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When you're ready, click OK… and the filter
will be applied.

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In this case, that means the totals have changed,
and two of the regions have also been filtered

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out, based on the people that we unchecked.

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If you like the way filters work, you might
want to try adding a Slicer next. Slicers

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make filtering even faster and easier by giving
you access to the filters in their own separate

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pane.

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First make sure you're on the Analyze tab,
then click the Insert Slicer command. A dialog

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box will appear where you can check the filter
you want. We'll use Salesperson like before.

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Now we can just click the salespeople we want
to see, without having to go to the filtering

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menu.

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You can even select multiple adjacent people
by clicking and dragging your mouse.

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To select more than one non-adjacent item,
hold CTRL on your keyboard while you click.

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As you can see, the PivotTable changes each
time to reflect the data you've selected.

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The last thing I'd like to show you is a neat
feature called PivotCharts. PivotCharts are

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basically the same as regular charts, except
they show whatever is in your PivotTable.

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To get started, click any cell in your PivotTable…
then go to the Insert tab… and click the

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PivotChart command.

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A dialog box will appear where you can select
the chart type you want… then go ahead and

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click OK.

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Now any changes you make to the PivotTable
will show up in the PivotChart as well.

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For example, let's see what happens when we
move these fields around a bit, so we can

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view each person's monthly sales data.

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With a PivotTable, a PivotChart, and a Slicer,
we can look at the data in so many different

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ways—all without changing or deleting any
of the original content. It's a great way

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to find whatever information you're looking
for, or you can just experiment to see if

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you discover something new.