top of page

You are learning PivotTables in MS Excel

How to filter data within a PivotTable?

There are several ways to filter data within a PivotTable in Excel:

Using Field Headers:

1. Click on the down arrow next to a field name in the Rows or Columns section of the PivotTable.
2. You'll see a list of all the items within that field.
3. Uncheck the boxes next to the items you want to exclude from the PivotTable.
4. A checked box indicates the item is included in the filter, while an unchecked box excludes it.

Using Filter Dialog Box:

1. Click on the down arrow next to a field name in the Rows or Columns section.
2. Click on "Filter" from the dropdown menu.
3. A dialog box with specific filtering options will appear. You can filter by:
- Text Filters: Options like "Contains", "Begins With", "Ends With", etc.
- Number Filters: Options like "Equals", "Greater Than", "Less Than", etc.
- Value Filters: Show items based on specific criteria like Top 10, Bottom 10, etc.
4. Select your desired filtering criteria and click "OK" to apply the filter.

Using Search Box:

1. Click on the down arrow next to a field name.
2. Some fields might have a search box at the top of the filter list.
3. Type your search criteria in the box. The list will automatically filter to only show items containing the search term.

Using Slicers (Optional):

1. If slicers are enabled for your PivotTable, you can use them to visually filter data.
2. Click on a slicer to display its selection options.
3. Check or uncheck the boxes next to the items you want to include or exclude from the PivotTable.

By using these methods, you can easily filter your PivotTable to focus on specific data subsets and gain deeper insights from your analysis.

bottom of page