Excel like a finance pro.
Filter with buttons instead of dropdowns
AltJT, SFTables & dataMakes a filtered report usable by someone who doesn't know Excel.
Difficulty
1What it does
A filter dropdown hides its own state — the little funnel icon is the only clue that you're looking at a subset, and people miss it constantly, then act on a number that isn't the whole picture. A slicer is a panel of buttons: the selected ones are obviously selected, and anyone can see at a glance what the report is showing. That's the real argument for them. They work on Tables as well as pivots, and one slicer can drive several pivots at once through Report Connections, which is how a dashboard stays in step.
2The shortcut
- 1Click inside a Table or pivot, then
Alt + JT,SF(Table Design → Insert Slicer). - 2Tick the fields to filter on.
Ctrl + clickselects several values; the clear icon resets. - 3For a dashboard: right-click the slicer → **Report Connections** and tick every pivot it should drive.
3Before → after
Press the shortcut to play it on a sample sheet.
| A — Department | B — Amount | |
|---|---|---|
| 1 | Sales | 41,000 |
| 2 | Marketing | 12,400 |
| 3 | Operations | 28,800 |
| 4 | Sales | 38,500 |
| 5 | Marketing | 15,100 |
Click a department. One slicer can drive several pivots at once through Report Connections.
4When you use it
- Give a board pack a department filter anyone can operate.
- Drive three pivots from one month selector.
- Make it obvious that a report is filtered, so nobody reads a subset as the total.
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