Switch Scenarios Dynamically using Slicers

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Slicers are my new favorite feature in Excel. Introduced in Excel 2010, Slicers are like visual filters.

A simple example of slicers:

Let us say you have a sales report (pivot) for multiple salespersons. Since you want to show the report by one person at a time, you used report filters in pivot tables to display this. But you find that switching between regions is a pain using the report filter.

Enter slicers.

Now, you can just click the region name to show the report for that region, like this:

Using Slicers to dynamically show sales report by person

Using Slicers to Switch between Scenarios Dynamically:

Now, we can use slicers creatively to make an interactive scenario manager in Excel, some thing like this:

Using Slicers to Switch Scenarios in Excel

This technique gives the same outcome as the Display and Select Scenarios using VBA article, but easier to implement

How to use slicers to switch between scenarios?

Step 1: Set up various scenarios in a table

You need to define various scenarios in a table, like this:

Scenario-wise data - setup

Step 2: Create a pivot table from your scenario data

Select the table you created in step 1 and insert a pivot table. Use variable name as row label and variable value in value field area.

Step 3: Insert a slicer for the scenarios

Select anywhere inside the pivot. Now, from options tab, click on Insert Slicer button. Click on Scenarios field to insert a slicer.

Add a slicer to select scenario

Step 4: Create your model, in our case a break-even model

I will skip the explanation of model creation as that is not relevant here.

Once the model is set up, just refer to the pivot table for each of the variable values.

Step 5: Move slicer to Model

Go to the pivot table worksheet and Select the slicer, click CTRL+X to cut it.

Go back to your model worksheet and paste the slicer.
Disabling Slicer Heading and Clear Filter Button

Step 6: Format the slicer

Excel slicers by default show an option to remove the filtered slicer. You can get rid of this button by,

1) Right click on the slicer
2) Go to slicer settings
3) Un-check Display Header option

See aside.

Step 7: Use the slicer to interactively switch scenarios

That is all, our smart scenario switching slicer is ready. Now, you can extend this in many ways. For example, you can write some clever formulas to handle selection of multiple slicers. You can compare between one scenario and another when more than one option is chosen from the slicer. So much more is possible. But I will let your imagination run wild.

Download Example Excel File:

I have made a simple example to demonstrate this technique.

Please download the file and open it in Excel 2010.

Examine the worksheets “Scenario Pivot” and “Model” to understand how the slicer is setup and how this works.

Do you slice?

As I said, Slicers are my new favorite feature in Excel. I have been using them as much as possible because they are simple to use and very powerful.

What about you? Do you slice often? What is your experience like? Please share your ideas and tips using comments.

More examples on Slicers & Pivot Tables:

1) Creating a Dynamic Dashboard in Excel using Slicers
2) Creating a Dynamic Chart using Pivot Table Report Filters
3) Remove Duplicates and Sort a list using Pivot Tables
4) More on Pivot Tables & Modeling

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30 Responses to “Rescue oddly shaped data – Battle between Formulas, VBA and Power Query”

  1. MF says:

    Nice use of Power Query! Power Query is simply awesome! But somehow a lot of people are punishing themselves by not using it (not learning it).

    An imperfect 4th approach for consideration... no codes at all...
    Select myrange.
    Go to Special --> Blank
    Delete Cell --> Shift cell left
    90% done... now we just need to move the data of 2nd column to the bottom of 1st column
    Of course... Power Query is the best.
    Cheers,

  2. There is another way but it involves multiple steps:
    Copy the values in column E, move the cursor to F5, Paste Special with Skip Blanks, OK
    Copy the values in column D, move the cursor to F8, Paste Special with Skip Blanks, OK
    And so on.
    This works perfectly, albeit a little clumsily apart from the values in B17 and C16, which can be moved with simple copy and paste

  3. Robson says:

    Power Query Forever! I do not know how I survived for so long without knowing and using this tool, I can not recommend it to my colleagues, but by the way they prefer to suffer to learn.

    My congratulations here from Brazil.

  4. Haz says:

    I rolled my eyes when I saw that data

    Using decimal places is a nice trick to order data, thanks for that

    And tweaking the first formula a bit, you can use OFFSET instead of INDIRECT

    =OFFSET($A$1, MIN(IF(myrange, ROW(myrange)), ROWS(A$1:A1))-1, RIGHT(TEXT(MIN(IF(myrange, ROW(myrange) + COLUMN(myrange)*0.00001), ROWS(A$1:A1)), ".00000"), 5)-1)

    • Michael Connor says:

      Tried the above formula with the downloaded oddly shaped data file and I could not get it to work. I get #value without ctrl+shift+enter, and #ref with ctrl+shift+enter.

      • Haz says:

        Sorry, it was SMALL, not MIN.
        Add with CTRL+SHIFT+ENTER.

        • Michael Connor says:

          Thank you for your formula. Like the indirect formula I tested this one in older versions of EXCEL and it worked without ALTERATION in EXCEL 95. Very impressive.

  5. Bertie Hechter says:

    Too complicated

    Use =Sum to summarize all the sells to the left and Bobs Your Uncle

  6. Michael Connor says:

    I tested this formula in versions of Excel all the way back to Excel 95

    =IF(ISERROR(INDIRECT("R"&SUBSTITUTE(TEXT(SMALL(IF(MyRange"",ROW(MyRange)+COLUMN(MyRange)*0.00001),ROWS(A$1:A9)),"00000.00000"),".","C"),FALSE)),"",(INDIRECT("R"&SUBSTITUTE(TEXT(SMALL(IF(MyRange"",ROW(MyRange)+COLUMN(MyRange)*0.00001),ROWS(A$1:A9)),"00000.00000"),".","C"),FALSE)))

    So there are multiple ways of cleaning up messy data by formulas.

    • Chandoo says:

      Wow.. Excel 95. Who knew people still use that. But as you have shown, Excel has all these beautiful and powerful functions for 23 years. It has data sciency stuff before DS was even a thing.

      • Michael Connor says:

        I had a problem with pasting the formula in the original post.
        Formula should be: =IF(ISERROR(INDIRECT("R"&SUBSTITUTE(TEXT(SMALL(IF(myrange"",ROW(myrange)+COLUMN(myrange)*0.00001),ROWS(A$1:A1)),"00000.00000"),".","C"),FALSE)),"",(INDIRECT("R"&SUBSTITUTE(TEXT(SMALL(IF(myrange"",ROW(myrange)+COLUMN(myrange)*0.00001),ROWS(A$1:A1)),"00000.00000"),".","C"),FALSE)))

        EXCEL even in a 16 bit version, is a very robust and capable program.

  7. Michael Connor says:

    I don't like the VBA code. If you have a blank row in MyRange, the last entry in the range is doubled up in the paste.here range.

    • Chandoo says:

      Not really. The macro is writing one cell at a time from paste.here. You have to clean the range before, which I was too lazy to write. But a line like Range(range("paste.here"), range("paste.here").end(xldown)).clearcontents should do the trick.

      • Michael Connor says:

        Adding Range(range("paste.here"), range("paste.here").end(xldown)).clearcontents fixed the problem.

  8. A Rakesh Patro says:

    for step split column by delimiter i am not getting option of split into rows or columns. Can you help me in this

  9. Marc says:

    Thanks Chandoo for promoting Power Query.

    To simplify further, you can "Unpivot Columns" instead of right click on the newly created column and split it by comma in to rows in step 3 of Power Query.

  10. johan says:

    i used

    =LOOKUP(10000,B5:F5)

    and got the answers. I just plagiarized this formula somewhere and use it, maybe you can explain why it works.
    Regards

    • Chandoo says:

      @Johan... I am not sure if the formula works correctly. When I tested it with the sample data in this post, it showed #N/As in two cells. Essentially, it will only give first value in each row. So if a row has multiple values, then subsequent values are missed. LOOKUP() function goes thru a list and finds the first value that is less than or equal to the input - in this case 10000 in B5:F5.

  11. Ben says:

    I have the need to convert pdf's to excel on occasion and they often come out a mess like this. I have used:

    Cell G2 =COUNT(myrange)
    Cell G3 =IFERROR(IF(G2-1<1,"",G2-1),"") copied down to G100
    Cell H2 =IFERROR(LARGE(myrange,G2),"") copied down to H100

  12. Patrick says:

    Waouw...

    =IFERROR(INDIRECT("R" & SUBSTITUTE(TEXT(SMALL(IF(myrange "", ROW(myrange) + COLUMN(myrange)*0.00001),
    ROWS(A$1:A1)), "00000.00000"), ".", "C"), FALSE), "")

    but CTRL Shift Enter with {} before and after 🙂 😀

  13. Peter B says:

    Another possibility.
    This assumes that you have a row index 'k' to use in the SMALL function and a column index 'h' to identify the columns of 'myRange'.
    If you define 'coord' to refer to
    =k+h/10 [assuming h<10]
    then it will be possible to recover values later based upon location within 'myRange'. The formula 'nb' that identifies non-blanks by coordinates is given by
    = SMALL( IF(myRange"", coord), k )
    Finally, to unpick the pieces
    = INDEX( myRange, INT(nb), 10*MOD(nb, 1) )

  14. Peter B says:

    Whilst I am here and making trouble the PQ solution is also a tad over-complicated. All that is needed is to unpivot the entire table and remove the Attribute column.

    The advanced editor would show
    let
    Source = Excel.CurrentWorkbook(){[Name="myRange"]}[Content],
    #"Unpivoted Columns" = Table.UnpivotOtherColumns(Source, {}, "Attribute", "Value"),
    #"Removed Columns" = Table.RemoveColumns(#"Unpivoted Columns",{"Attribute"})
    in
    #"Removed Columns"

  15. vivian.liu says:

    1.fill the blank cells with 0
    2.the requested column value=sum of those mess number column
    but this can be used in only one column has value

  16. Juan Carlos Barreto says:

    Chandoo

    And if we use the formula SEARCH (100000000, B5: F5)

    JC

  17. Daniel Dion says:

    Another approach with Power Query, it will still work if the number of columns changed:
    let
    Source = Excel.CurrentWorkbook(){[Name="myrange"]}[Content],
    #"Added Custom" = Table.AddColumn(Source, "List", each Record.ToList(_)),
    #"Removed Other Columns" = Table.SelectColumns(#"Added Custom",{"List"}),
    #"Expanded LIst" = Table.ExpandListColumn(#"Removed Other Columns", "List"),
    #"Filtered Rows" = Table.SelectRows(#"Expanded LIst", each ([List] null))
    in
    #"Filtered Rows"

  18. Bob says:

    Nowadays, you can just use TOCOL on Excel 2024, MS 365, and Web Excel. It has a parameter to ignore blanks/errors/both.

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