Introduction to Slicers – What are they, how to use them, tips, advanced techniques & interactive reports using Excel Slicers

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.

  1. Add region as report filter and filter for the region you want.
  2. 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.

Read more to learn all about slicers

Who is the most consistent seller? [BYOD]

Who is the most consistent of all?

Imagine you are a category manager at a large e-commerce company. Your site offers various products, but you don’t really make these products. You list products made by other vendors on your site. Every day, these vendors would send you invoices for the amount of product they have sold. Above is a snapshot of such invoices.

Looking at this list, you have a few questions.

  1. Who is the best seller?
  2. Who is the most active seller?
  3. Who is the most consistent seller?
  4. Which seller has fewest invoices?

Let’s go ahead and answer these using Excel. Shall we?

How to consolidate data that is different shapes [BYOD]

Last week, I asked my email newsletter readers to submit “one data analysis problem you are struggling with”. We called it BYOD – Bring your own data. More than 100 people have emailed various interesting (and often very difficult) problems. This week (between 16th of February to 20th of February), let’s take a look at some of these problems and solve them.

Consolidating data in different shapes

We can use either VBA or Excel’s consolidation features to combine data that has same shape (ie same number & type of columns). Here is one way to do it.

But what if we need to consolidate data that is in different shapes?

Something like above.

In such cases, we can use 3 powerful tools.

  1. Multiple Consolidation Ranges – Pivot Tables
  2. VBA
  3. Power Query

So let’s examine how to use these approaches to consolidate data in different shapes.

Introducing…Structured References for PivotTables

Howdy folks. Jeff here, bringing you a Public Service Announcement: Thanks to the magic of VBA , Structured PivotTable References are coming to a PivotTable near you! Structured References for PivotTables? So what? Well, because PivotTables are the best bit of ‘old’ Excel, and Tables are the best thing about ‘new’ Excel, and it’s about […]

CP018: Dont be a Pivot Table Virgin!

In the 18th session of Chandoo.org podcast, lets loose your Pivot table virginity.

Note: This is a short format episode. Less time to listen, but just as much awesome.

CP018: Don't be a Pivot Table Virgin! - Introduction to Excel Pivot Tables - Chandoo.org Podcast

What is in this session?

Pivot tables are a very powerful & quick way to analyze data and get reports from Excel. But surprisingly, not many use them. Today, lets bust your pivot table virginity and understand the concepts like pivoting, values, labels, filters, groups and more.

In this podcast, you will learn,

  • Announcements
  • What is a Pivot Table?
  • Example of business data & reporting needs
  • Key pivot table terms to understand
  • Creating your first pivot table
  • Learning more about pivot tables

Matching transactions using pivot tables [video]

Last week, we learned how to use formulas to reconcile (match) transactions in Excel. Today, lets take a look at even faster and simpler way to do this:

Using Pivot Tables

 

Here is a short video explaining the technique and why it works. See it below