Wednesday, April 3, 2013

Excel Slicer for Pivot table and Grand Total: Workaround

If you create  slicer for a pivot table and you want to see details of "Grand Total"; it may give you wrong result.

e.g.

1. We have sales data as













2. And We have created Pivot table as (Without any Report Filters)
   
   Report filter:
                      None

   Column Labels:
                       Sales Person

    Values:
                      Sum of Unit sold












3. Now we insert slicer of months

















4. Select Any month e.g. January



5. You can see now Grand total is 3, if you want to view details of those 3 Sales persons who sold units in January, double click on 3; but you will see all data instead of only 3 people
















Workaround

1. Add field  which is to be used as a Slicer to Report filter of pivot table ; in this case add "Month" to report filter of pivot table.




2. Now select "January" in Slicer and double Click on Grand total; it will show corresponding sales persons only.






1 comment:

  1. Are you using excel 2010 or a mac version? I am not sure if i want a mac, since it might be problematic to change to mac version of excel. I tried to match you screens with similiar ones (http://www.excel-aid.com/excel-slicers-pivot-table.html), and i am still not sure if its 2010 or not. So i thought i just ask you. Sorry to bother you, i really enjoy your tips btw.

    ReplyDelete