Slicers are one of my favorite feature in Excel. And here is a quick demo to show why they are my favorite.
Slicers – what are they?
Slicers are visual filters. Using a slicer, you can filter your data (or pivot table, pivot chart) by clicking on the type of data you want.
For example, let’s say you are looking at sales by customer profession in a pivot report. And you want to see how the sales are for a particular region. There are 2 options for you do drill down to an individual region level.
- Add region as report filter and filter for the region you want.
- Add a slicer on region and click on the region you want.
With a report filter (or any other filter), you will have to click several times to pick one store. With slicers, it is a matter of simple click.
See this demo:
Getting started with Slicers – Video
Here is a quick 5 minute video tutorial on Slicers. If are just getting started with this AWESOME feature, you must watch the video, NOW. See it below or head to my YouTube channel.
Download Slicer Examples Workbook
This post is very long and has many examples. Please click here to download slicer examples demo workbook. It contains all the examples shown in this post and a fun surprise too.
How to insert a slicer?
Note: Slicers are available only in Excel 2010 and above.
Adding a slicer in Excel 2010:
In Excel 2010, you can add a slicer only to pivot tables. To insert a slicer, go to either,
- Insert ribbon and click on Insert Slicer
- or Options ribbon (PivotTable Tools) and click on Insert Slicer
Adding a slicer in Excel 2013 / 2016 / 2019 / 365:
In Excel 2013 and above, you can add a slicer to either pivot tables or regular tables.
Adding slicers to regular tables:
When you add a slicer to regular Excel tables, they just act like auto-filters and filter your table data. To add a slicer to regular table, use Insert ribbon > Insert Slicer button.
Adding slicers to Pivot tables:
To add a slicer, you can do either of these things:
- Right click on pivot table field you want and choose “add as slicer”
- Use either analyze or insert ribbon to add the slicer.
Single vs. Multi-selection in Slicers
You can select a single item or multiple items in slicers. To multi-select,
- If the items you want are together, just drag from first item to last.
- If the items you want are not together, hold CTRL key and click on one at a time.
- You can also click on the “checkbox” icon in slicer header to multi-select items in slicers.
Creating interactive charts with slicers
Since slicers talk to Pivot tables, you can use them to create cool interactive charts in Excel. The basic process is like this:
- Set up a pivot table that gives you the data for your chart.
- Add slicer for interaction on any field (say slicer on customer’s region)
- Create a pivot chart (or even regular chart) from the pivot table data.
- Move slicer next to the chart and format everything to your taste.
- And your interactive chart is ready!
Demo of interactive chart using slicer:
Here is a quick demo.
Linking multiple slicers to same Pivot report
You can add any number of slicers to a pivot report. When you add multiple slicers, each of them plays a role in telling the pivot table what sub-set of data to use for calculating the numbers.
Linking one slicer to multiple pivot tables
You can also link a single slicer to any number of pivot reports. This allows us to build very powerful, cross-filtered & interactive reports using Excel.
To connect multiple pivot tables to single slicer, follow these steps.
- Optional: Give names to each of the pivot tables. To name the pivot tables, click anywhere in the pivot, go to Analyze ribbon and use the pivot table name field on top-left to give it a name.
- If you don’t name your pivot tables, Excel will give them default names like PivotTable73. This can be confusing once you have more than a few pivot tables.
- Right click on the slicer and go to Report Connections (in Excel 2010, this is called as PivotTable connections).
- Check all the pivot tables you want. Click ok.
Now both pivot tables will respond to the slicer. See this demo:
Linking slicers to more than one chart
You can use the same approach to link one slicer to more than one chart (pivot chart or regular one).
See this demo:
You can examine this chart in detail in the Slicer Examples workbook.
Capturing slicer selection using formulas
While slicers are amazing & fun, often you may want to use them outside pivot table framework. For example, you may want to use slicers to add interactivity to your charts or use them in your dashboard.
When you want to do something like that, you essentially want the slicers to talk to your formulas. To do this, we can use 2 approaches.
- Dummy (or harvester) pivot table route
- CUBE formulas route
Dummy pivot table route
This is the easiest way to capture slicer selection into a cell. Using a dummy pivot table, we can find out which items are selected in slicers and use them for some other purpose, like below:
The process is like this:
- Let’s say you want to know which profession is picked up in the slicer (so that you can use it in some formulas or charts).
- Create another pivot table.
- Add the profession field to row labels area.
- Link the slicer to this new pivot table as well (using report connections feature of slicer)
- Now when you click on the slicer, both original pivot and this new dummy pivot change.
- Access row labels like regular cells in your formulas to find out which slicer item is selected.
See this illustration to understand how to set up the formulas:
CUBE Formula approach:
This is relevant only if your slicers are hooked up to a data model thru something like Power Pivot, SAS Cubes or ThisWorkbookModel in Excel 2013 or above.
To find out slicer selection, we need to use CUBERANKEDMEMBER() Excel formula like this:
=CUBERANKEDMEMBER(“ThisWorkbookDataModel”, Name_of_the_slicer , item_number)
Let’s say you have a slicer on Area field, and its named Slicer_Area (you can check this name from Slicer properties)
To get the first item selected in the slicer, you can use CUBERANKEDMEMBER formule like this:
=CUBERANKEDMEMBER(“ThisWorkbookDataModel”, Slicer_Area, 1)
This will return the first item selected on slicer. If there is no selection (ie you have cleared the filter on slicer), the Excel will return “All”.
Bonus tip: You can use =CUBESETCOUNT(Slicer_Area) to count the number of items selected in slicer.
Bonus tip#2: By combining CUBESETCOUNT and CUBERANKEDMEMBER formulas, you can extract all the items selected in the slicer easily.
Please download Cube Formula Slicer Selection example workbook to learn more about this approach.
Note: this file works only in Excel 2013 or above.
Formatting slicers
Slicers are fully customizable. You can change their look, settings and colors easily using the slicer tools options ribbon.
Here is a quick FAQ on slicer formatting:
Q. I have too many items in slicer. How to deal with this problem?
Simple. See if you can set up your slicer in multiple columns. You can also adjust the height and width of slicer buttons to suit your requirements. If your slicer is still too big, you can adjust the font size of slicer by creating a new style.
Q. I don’t like the blue color of slicer. What do I do?
You can switch to another color scheme. Just go to Slicer Tools Options ribbon and pick a style you want.
Pro tip: You can create your own style to customize all aspects of a slicer.
Q. I don’t like the title on slicer. Can I get it rid of it?
Yes you can. Right click on the slicer and go to “Slicer Settings”. Uncheck display header option to remove the header & clear filter button.
Q. My slicer keeps showing old products (or categories etc.) that are no longer part of data after refresh. What do I do?
Simple. Right click on the slicer and choose “Slicer settings”. Check Hide items with no data option.
Q. I want to make my slicers look good. But I don’t know where to start…
Here is an inspiration for you.
Slicers vs. Report Filters
In a way slicers are like report filters, but way better. (Related: Introduction to Pivot Table Report Filters)
There are few key differences between both.
- Report filters are tied to single pivot tables. Slicers can be linked to any number of pivots.
- Report filters are clumsy to work with. Slicers are very easy to use.
- Report filters may not work very well in a touch screen environment. Slicers are great for touch screen UIs.
- Report filters take up one cell per filter. Slicers take up more space on the worksheet UI.
- Report filters can be automated with simple VBA. Slicers require a bit more code to automate.
- You can access report filter values using simple cell references. Slicer values can be extracted using either dummy pivot tables or CUBE formulas, both of which require extra effort.
Slicers vs. Timelines:
If you have a date field in your data, you can also insert a “timeline”. this is a special type of slicer, that works only with date values.
Here is a quick demo of Timeline slicer.
You can also customize the look & feel of Excel Timelines.
The download workbook has an example of timelines.
Slicers & Compatibility
Slicers are compatible with Excel 2010 & above versions of Excel. You can also use Slicers with Excel Online.
If you create a workbook in Excel 2010 (or above) with slicers and email it to a friend using Excel 2007, they will see an empty box where slicer should be.
Slicers work on desktop & web versions of Excel in the same way.
Download Slicer Examples Workbook
Please click here to download slicer examples demo workbook. It contains all the examples shown in this post and a fun surprise too.
Also download the Cube formulas approach for slicer selection extraction workbook to learn that technique.
Additional Resources to learn about Slicers
If you like slicers and want to learn creative ways to use them in your work, check out below examples:
- Create a fully dynamic dashboard using Pivot Tables & slicers
- Use slicer as scenario selection mechanism
- Slicers + charts for awesome user experience – case study & one more
- Related: Introduction to Excel Relationships & Data Model
- Related: Introduction to Excel Pivot Tables
- Related: Introduction to Excel Report Filters
- Related: Advanced Pivot Table Tips & Tricks
Do you use Slicers? What are your favorite tips about slicers?
As mentioned earlier, slicers are one of my favorite features of Excel. I use them liberally in my dashboards, charts & workbooks.
What about you? Do you use slicers? When do you use them? What are your favorite tips when it comes to using slicers? Please share in the comments area.
49 Responses to “Project Management Dashboard / Project Status Report using Excel [Part 6 of 6]”
[...] display milestones Part 4: Time sheets and Resource management Issue Trackers & Risk Management Project Status Reporting – Dashboard Bonus Post: Using Burn Down Charts to Understand Project [...]
Excellent!
I was looking forward to this and you've done it again...Shame I can't claim it was all my own work 😉
ps hope you're getting enough sleep
Excelent !!! Tks to share your knowledge with us.
Izabel
Sao Paulo - Brazil
Nice job!.
I'm also keen on PM Excel Dashboards. Please, take a look at
http://screencast.com/t/TyaxH5r4mDf
That's one example of my Project control Spreadsheets.
Cheers
Hi Miguel,
Do you share your PM Excel Dashboards? It looks awesome.
Regards,
Germán
Hi M. Miguel,
Can you share your Excel Dashboards? Awesome work BTW.
Regards,
Michel Levesque
Can you share the PM excel template?
[...] haired Dilbert hat zum Abschluss einer Artikeserie zum Thema Projektmanagement mit Excel eine Anleitung zum Bau eines Projekt-Dashboards veröffentlicht. Ein Dashboard ist eine Visualisierungsform für große Mengen von meist [...]
Quite a nice and helpful article. I am sure excel is one of the most used application across many many big companies. And your info on project status update using excel would surely be usefull. Keep up the good work on this blog site. Also to share there are some open source flash-based graphing and charting solution which caould also be used on any project..
http://askwiki.blogspot.com/2009/07/how-to-create-quality-charts-using.html
@Alex, Izabel .. thank you 🙂
@Miguel: Thank you. Your dashboard looks very good. It is inclined towards the budget and finances of the project. I have kept those aspects out of this series. May be I will revisit the financial aspect of projects at a later point.
@Rishil: Thank you. Yes, you can create flash based charts (or even simple image based charts) and embed them in a project dashboard that can be published to the team using intranet (like sharepoint). This is how large companies usually do it. Thanks for sharing the Askwiki article.
Great looking dashboard!! Do you have a version for the Mac versions of Office available?
Thanks
Chandoo,
this is great piece of collating info.I liked it and shall try using it in office.
Thanks for the all hard work behind this.
Chandoo,
Kudos. This is really as simple as it gets for laymen. We did this sort of stuff in Consulting - but this can now become really simple for people. Will have my team look at this! Great work.
thanks,
Mrigank
[...] I suggest reading my 7 part series on project management using excel. Starting with Excel Gantt Charts to Project Dashboards. [...]
Just downloaded the project management template bundle...great!
Have you done anywork on a Project Portfolio Dashboard template?
@Bw... Thanks for getting a copy of the templates. 🙂 I have worked on few assignments where we built such templates. But these are similar to other regular dashboard templates. I will share some of these ideas in a later post someday. Meanwhile if you have any ideas on how to structure project portfolio dashboard, let me know using comments or email.
[...] to display milestones Time sheets and Resource management Issue Trackers & Risk Management Project Status Reporting – Dashboard Bonus Post: Using Burn Down Charts to Understand Project [...]
[...] display milestones Time sheets and Resource management Part 5: Issue Trackers & Risk Management Project Status Reporting – Dashboard Bonus Post: Using Burn Down Charts to Understand Project [...]
[...] to display milestones Time sheets and Resource management Issue Trackers & Risk Management Project Status Reporting – Dashboard Bonus Post: Using Burn Down Charts to Understand Project [...]
Thanks fro the great ideas! To get a sense of the layout and design of a Dashboard more geared toward Cost and Schedule anaysis, check out the example Dashboard at http://www.ProjectDashboards.com which was built entirely in excel.
hey,
i just need a simple Chart where by i can show some of the projects by % wise. no dates required.
1st column Project name and 2nd column will be status (filled with %). can you pls help me out.
Thanks.
@DS... if you have excel 2007, you can use data bars in conditional formatting for this purpose.
Hi Chandoo - this series is an excellent resource and tutorial, thank you for sharing.
When I sat down to consider what my dashboard should look like, one of the most important features for me is to be able to maintain version control and to show simply on what version is on display.
Apart from the naming convention of the file name, is there a good way to do this within a dashboard? I'd be interested to hear your thoughts!
@Larph: Welcome 🙂
> You can do version control thru Macros (but always remember that your audience can disable macros)
> Another option is to use a static time stamp / version number in the title page of dashboard that you update manually whenever you make changes to the file
> In excel 2010, you can keep track of file versions from File menu. This can be used to select a previous version of dashboard.
> Best option is to use a version control system like SVN or upload files to Sharepoint or something like that. This will take care of versioning for you (although it is a bit technical and dashboard audience may have difficulty figuring the versions out).
> The easiest option is to use filenames and the CELL() formula to get the version number (or date) from the filename so you can show it on the dashboard.
Hi Chandoo... I'm following you from Brazil...
I would like to thank you for the tips about excel, mainly with dashboards ... It helped me a lot …
Take care...
Di
On the dashboard when I print, the text is blanked out in the middle of the Issues list - suggestions on how to fix?
[...] Project Management Dashboard in Excel [...]
Hi Chandoo, do you have an equivalent Project Management Dashboard / Project Status Report for MS Office 2010?
As a Microsoft trainer I'm interested in your choice of Excel for project management. I'm assuming that you've tried Microsoft Project and have decided not to use it? We get folks on our MS Project courses who've tried to use Excel for PM purposes and none of them have made such an impressive project plan, but I wonder is it worth all the effort?
This looks very interesting. How may I be a part of this
Does this template work in Google Spreadsheets?
Many thanks for sharing your expertise with us. Keep up the good work 🙂
Heya i'm for the first time here. I came across this board and I to find It really helpful & it helped me out a lot. I am hoping to offer one thing again and aid others like you helped me.
Hi Chandoo,
Your PM dashboards impressed me so much that I've downloaded the Portfolio and Project Management package. All of the documents look very professional.
I was going through the Portfolio dashboard and I had a question.
When I enter in additional holidays they are highlighted in the gantt chart. Is it possible so that the name of the holiday shows up in the highlighted area of the gantt chart.
Thanks
Adam
[...] Project Status Dashboard [...]
[...] Project Status Dashboard in Excel [...]
[...] Project Management Dashboard in Excel [...]
can you confirm that the downloads will work on a mac - excel for mac v14.3.6
thanks
Made a slight variation on the schedule sheet,
1. Add a date column for start
2. In week column cell use =weeknum() and link to date cell
3. Hide week column
When you enter in a date for each task the week number is populated accordingly
simple but more effective, you can also dynamically link the date cell to your MSP project file for even more automation!!
I purchased a copy of the project management dashboard excel file. I misplaced the password to unlock the file and make modification. Can you please resend the password.
Thank much in advance...
Hi there! I just would like to give you a big thumbs up for your great info
you've got right here on this post. I'll be returning to your website
for more soon.
I bought ur project management template just want to know how to hide the budget section from portfolio?
Hi, Thanks - very good job you've prepared!
You've inspired me as well 🙂
Best regards
Hello!
I am using a gantt chart template which i got from your website. All is good just when I add all my acitivities in data spreadsheet and then go back to gantt chart to view them, I only see first 9 and then I need to keep scrolling for the next ones. is it possible to see most of the activities if not all in the single frame.
thanks for answering!
This is my first time pay a visit at here and i am actually happy to read all at alone place.
I am interested in your dashboard; downloaded the locked version, unable to use it...do you have a user guide that is available that I can see and use on the locked version?
Please send me daily newsletter
Hi,
I downloaded the PM dashboard and the gantt chart only has dates till the year 2016. How do I change this to include 2017 FY as well.
When I enter a activity for this year , it fails to show up on the chart.
Hi
Would.like to purchase the project management .kits
Pls share the payment link in INR
Also share your contact number to speak with you
Regards
Hari
9384825926