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Excel - My Favourite Things - Slicers

8/4/2021

 
When working with a range of related cells in Excel, my first step is to create an Excel Table. In addition to the benefits noted in my post “Excel – My Favourite Things - Excel Tables,” slicers is another feature available for Excel Tables that I often use.

Slicers are an interactive method to filter Excel Tables, PivotTables and related charts. It provides a quick way to filter data, see how it is filtered, and quickly clear the filter.

For this example, we will use a chart created from the data in an Excel Table to demonstrate the creation and configuration of a slicer.
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On the Table Design tab (must have a cell within the table selected for the tab to show), click Insert Slicer. The following dialogue will open; we will select month from the list and click OK for this slicer.
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Your slicer will now be an object on the Excel sheet that you can move and resize. To configure the slicer, with it selected, click on the Slicer tab on the ribbon. The Slicer tab provides configuration options, including Slicer Styles, align, and set the columns, button size, and overall size of the slicer.
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One setting I find very useful under Slicer Settings is to change the Display header and check Hide items with no data.
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With the slicer options completed, you can quickly filter the table and chart and clear the filter by clicking on the  icon at the top of the slicer.
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Icon at the top of the slicer
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Multiple slicers can be connected to the same Excel Table to allow advanced filtering.

Enjoy the simplification of filtering with Slicers in your workbooks.

Ward Blatch, CPA CA


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    Authors


    Ward Blatch
    Ward provides consulting and training services as the Managing Director of K2E Canada Inc. He joined K2E Canada in 2005 and is responsible for the Canadian operations of this international consulting group, which provides professional development technology education for accountants across Canada and the US. Ward lives in rural Nova Scotia and can be reached at ward@k2e.ca.

    Tommy Stephens
    Tommy is one of the shareholders in K2 Enterprises, affiliating with the Firm in 2003 and joining as a shareholder in 2017. At K2, Tommy focuses on creating and delivering content and is responsible for many of the Firm's management and marketing functions. Tommy resides in the metro Atlanta area. You may reach him at tommy@k2e.com.

    Randy Johnson
    Randy is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services. Randy can be reached at randy@k2e.com


    Bernie Smith
    Bernie coaches businesses to develop meaningful KPIs and present their management information in the clearest possible way to support good decision making. As the owner of Made to Measure KPIs, he has worked with major organisations including HSBC, Airbus, UBS, Barclays, Credit Suisse, Lloyds and many more.

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