![]() ![]() As an example, a finance user might have identified a set of vouchers from a report that need additional research in the system, and it would be ideal for this user to be able to copy the list directly from Excel into a filter field in Finance and Operations. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.įor some tasks, users might have a list of values in Excel that they'd like to use to filter data in Finance and Operations. For the latest documentation, see Microsoft Dynamics 365 product documentation. Now when we use the Slicer called Category, both PivotTable1 and PivotTable2 will update accordingly.This content is archived and is not being updated. Mark the checkbox for the second PivotTable and click OK In the dialog called Report Connections (Slicer Name), we will have the list of the available Pivot Tables. Right-click on the Slicer called Category > select Report Connections… Let’s see, How to connect the Slicer called Category to both the PivotTables show below. Connect a Slicer to multiple Pivot TablesĪ single Slicer can be used to filter data in multiple Pivot Tables. In case, we need the Sale figures for Laptop in the cities Bangalore, Delhi and Mumbai,Ĭlick on the buttons for Bangalore, Delhi and Mumbai on the Slicer called ‘City’ and the button for Laptop on the Slicer called ‘Category’. Mark the required checkboxes and Click OK.Īs I selected the Slicers for Sales Rep, Category, Product and City, 4 Slicers are inserted. The dialog called Insert Slicer is activated. To add Slicers which will help us to filter this Pivot Table,Ĭlick on the PivotTable > go to the PivotTable Analyze tab > click on Insert Slicer Add Slicer for a PivotTableĪdding Slicers for a PivotTable is quite similar to the procedure we followed for an Excel Table.įollowing is the the Sales records of a company that deals with the Head phones, Cell phones and Laptops in different cities of India.Īnd here is a Pivot Table created from the above data to find the sales happened in each city. Height and Size of a Slicer as well as the ‘Buttons’ on them can modified and the buttons on a Slicer can be arranged in multiple columns. We can also create new styles using the New Slicer Style… option. There are a few ‘Predefined Slicer Styles’ available in Excel that can be used to change the appearance of a Slicer. You can also get rid of Slicers using the Delete button on the keyboard. To remove a Slicer, right-click on the Slicer and select ‘Remove Slicer Name’ ![]() ![]() To remove the filter applied using a Slicer, click on the button called Clear Filter in the top right corner of the corresponding slicer. ![]() You may have noticed that all buttons in the corresponding Slicer other than the selected ones, got faded.įor the sales of Toblerone in the West and North regions of Cochin, click on the buttons called West and North arranged in the slicer called Region. In case, you want to see only the records related to Toblerone, click on the button called Toblerone in the Slicer called Product.įor the records related to Toblerone and Cadbury, holding the Ctrl key, click on the button for Cadbury. Mark the corresponding checkboxes and click on OK.ģ Slicers are inserted. In this case we need the Slicers for ‘Product’, ‘Region’ and ‘SalesRep’. Select the table > go to the Table Design tab > Click on Insert SlicerĪ dialog called Insert Slicers is activated, which contains the list of columns in the selected table. To add Slicers for the table called SalesData, But the easiest way to do this is using Slicers. Of course we can use the Filter tool in Excel to filter this data. Suppose, I want to filter the above sales report and go through the sales figures of different Products in West and North Regions of Cochin. The table also contains the details of the Sales executives responsible for the sales.
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