In Part 1, we talked about the basics of creating a PivotTable,
and in this video we're going to look at Report Filters, Slicers, and PivotCharts.
Right now, this PivotTable is using data from all
of the salespeople.
But let's say we want to remove certain salespeople
to see how their sales impact their regions.
We can do that by adding a Report Filter.
Just drag the Salesperson field into the Report Filter area.
And it will create a filter in the upper-left corner of the PivotTable.
Click the drop-down arrow, and click Select Multiple Items,
and then just uncheck the ones that you don't want.
I'll uncheck Michael Brennan, Richard Dumlao, and
Shannon Thompson,
which will remove their data from the PivotChart.
It has changed the totals, and it's also hidden the regions for the salespeople that we removed.
If you use filters a lot, you might want to use
Slicers,
which were introduced in Excel 2010 as a faster, more interactive way to filter.
From the Options tab, click Insert Slicer.
And select the field that you want.
And now you can just click on individual salespeople,
or select several adjacent ones by clicking and dragging.
And the PivotTable will instantly update after each change.
To choose several non-adjacent ones, you can just
hold down the Control key on your keyboard and
then click.
And lastly, I want to tell you a little bit about
PivotCharts.
PivotCharts are basically the same as regular charts,
except they display data from a PivotTable.
Just click any cell in your PivotTable.
And then from the Options tab, click PivotChart.
Pick a chart type, and click OK.
And now any changes you make to the PivotTable will show up in the PivotChart as well.
And I'm just going to move these fields around so
I can view each person's sales by month.
With a PivotTable, PivotChart, and Slicer, we can
look at the data in so many different ways,
and all without changing or deleting any of the
original data.
And it's a great way to find the answers to questions,
or just to experiment to discover new things about the data.