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Filter with buttons instead of dropdowns

AltJT, SFTables & data

Makes a filtered report usable by someone who doesn't know Excel.

Difficulty

Amateur
Practice file

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

AltJT, SF
  1. 1Click inside a Table or pivot, then Alt + JT, SF (Table Design → Insert Slicer).
  2. 2Tick the fields to filter on. Ctrl + click selects several values; the clear icon resets.
  3. 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 — DepartmentB — Amount
1Sales41,000
2Marketing12,400
3Operations28,800
4Sales38,500
5Marketing15,100

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.

Want these moves already done for you? Wauvel's free tools download as branded, formula-driven Excel models — Tables, named ranges, and all.

Learn the moves here — or let Wauvel run them on your numbers.

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