Excel Tables have been around for a decade now (they are introduced in Excel 2007), and yet, very few people use them. They are versatile, easy and elegant. At Chandoo.org, we celebrate Tables all the time. If you have never used them, start with below tuts.
- Introduction to Excel tables
- How to use structured referencing
- Tables and Relationships in Excel
- Using lookups and other formulas with Excel tables
- Simple way to get absolute references in Tables
- Customizing table styles for awesome usability
While tables are super helpful, they do come with some limitations. Today let’s examine one such unique problem and learn about an elegant solution.
Table Relative Reference Problem
Imagine you are the machine supervisor at Mighty Machine City Inc. Although your machines are mighty, sometimes they do fail. To keep track of which machines are under repair, you maintain a repair log in Excel. Since you heard Tables are mighty, you thought,
‘Gee whiz, I might as well use tables to maintain the repair log. Chandoo says tables are sweet’
So, your Repair log looks like this:
After a few days of tracking the repairs, you wanted to know if same machines are failing successively. For example, in above picture, you notice that MACH-0038 failed twice in a row starting with 11th of March. Same goes for few other rows.
You are the kind of person who frowns upon manually highlighting yellow color in cells to flag such successive failures. So you want to write a formula.
So you add a new column called Same? and want to fill it up with a simple relative reference formula to check with Machine in row 1 matches machine in row 2.
Here is the formula you used:
=[@[Machine ID]] = B6
Note: Your table starts with Row 5.
Excel automatically filled down the formula for all rows of the table, because tables are awesome like that.
You whistled your way to home that night.
Next day morning, as usual Homer messed up something and you had a new repair to log. So you went to the bottom of fail table and inserted a new row to add the failure details.
And you notice something unusual.
The formula for Same? column is WRONG!!!
As soon as you inserted a new row, Excel adjusted last row’s formula to something silly.
- Before: Let’s say the last row formula reads =[@[Machine ID]]=B20
- After: The last but one row (as you now have an empty row)’s formula reads =[@[Machine ID]]=B21
Now that is clearly wrong!
What is going on here?
Your relative referencing worked ok, until the last row. At this stage, Excel understood the formula as Current row value = value in first cell below table
The part in green is what caused trouble. As soon as you add a new row to your table, fist cell below table is moved down. So Excel adjusted that reference alone.
How to fix this problem?
The usual method to fix this:
- Insert as many rows as you need and complete entering / pasting all data.
- Select the formula in very first cell.
- Fill it down all the way (you can double click on the bottom right corner of the cell)
But that is soooo not awesome.
You are right. This method is manual and error prone. It is the opposite of awesome.
Problems when you delete too: In fact, if you ever delete a row from your table, the formulas further down would show #REF! errors. So this method is not very effective in real life.
An elegant way to get relative references in tables
Instead of using cell address based references, like B6, if you use pure structured references, then Excel will automatically adjust them as your table grows or shrinks.
But how?
Simple, we can use OFFSET function along with @ references.
To get next machine ID, you can use
=OFFSET([@[Machine ID]],1,0)
So, to check if same machine failed twice in a row, use
=[@[Machine ID]]=OFFSET([@[Machine ID]],1,0)
As this uses no cell references, whenever you add / change / remove table rows, Excel automatically scales the formula.
But I heard OFFSET is volatile / dangerous / RDX / %#$&@#?
Unless your table has a 200k+ rows or you plan to set up 100s of columns like this, don’t bother. for small, day to day tables, there is no change in performance. If you really hate OFFSET, try talking about it during your next therapy session. Jokes aside, you can also use a longer INDEX based formula to get similar result, but that is semi-volatile too.
Here is one such INDEX based formula.
=INDEX([@[Machine ID]]:INDEX([Machine ID],COUNTA([Machine ID])), 2)
It sure is a mouthful. You can shorten it by using a named formula for INDEX([Machine ID],COUNTA([Machine ID])) portion or the whole thing. Again, I wouldn’t recommend the INDEX based approach over OFFSET for smaller data sets. For larger datasets, see if you can fix the problem at source (for example, modifying your SQL to get offset values in a separate column) or using Power Query to mash the data (more on this in a next post).
So there you go, an elegant and simple way to deal with the relative reference problem in tables.
Bonus tip: generating running numbers in tables
You can use this approach to generate running numbers (1,2,3…) in a table column that grow / change / shrink based on your table. This can be very useful in many scenarios.
To get running numbers in a table column, just use:
=ROWS(fail[[#Headers],[Machine ID]]:[@[Machine ID]])-1
The pattern that you can use in any table goes like this:
=ROWS(Table_Name[[#Headers],[Col 1]]:[@[Col 1]])-1
Bonus Bonus tip: If you have running numbers in a column …
You can then change the OFFSET based relative ref to INDEX like below.
=INDEX([Machine ID],[@Running]+1)
This method is 100% non-volatile, but does return #REF! error for the last row. So use it with IFERROR when nesting in other formulas.
Download Example Workbook
Click here to download an example workbook showcasing all these techniques. Use the extra data to paste and test various methods.
How do you write relative refs in tables?
The handful times when I had to use relative refs in a table, I resorted to cell refs (like B6 above). But this created too much headache further down. So I switched to OFFSET / INDEX approaches.
What about you? How do you write relative references in tables? Please share your stories & struggles in the comments section.
Related Reading (no pun)…
If you are relatively free and want some relaxed reading then check out below related reference links.
- An intro to Excel relative references, structured references
- INDEX formula, OFFSET formula, ROWS formula
Happy learning.
49 Responses to “Introduction to Slicers – What are they, how to use them, tips, advanced techniques & interactive reports using Excel Slicers”
Great article!
If you want to learn a bit more about using slicers in VBA, head over here:
http://jkp-ads.com/articles/slicers03.asp
Hi
I downloaded cube-formula-slicer-selection.xlsx.
Why is 'Report Connections' grayed out?
Great article!! Thank you very much... This post is one of the most helpful for my job!
Great Introduction. Thanks very much.
Wow! trying to use this on the reports that I have now. I really liked that Quantity and Amount Bar graph used on the pivot-multi tab, but for the life of me, I can't seem to replicate it from scratch. Help please?
[…] http://chandoo.org/wp/2015/06/24/introduction-to-slicers/?utm_source=feedburner&utm_medium=email… […]
This is awesome! I will favorite this page in my blog, http://www.exceltoxl.com
Since I've known slicers about 2-3 yrs ago, I've pretty much used them in every damn report I do. Everyone that sees it for the first time is like "This is the best thing ever. Did you do that using excel or something else?" 😀 My bosses are so used it that when they see a report from someone else that doesn't have slicers they send it to me to redo it :).
Couple of tips:-
Tip 1:
If for lack of space or say you want ability to search within a filter due to numerous values being present but still want it to connect to multiple pivot tables or charts then
1. Setup a pivot table with just the report filter
2. Create a slicer with the same field and tie that to all the pivot tables/charts that you want.
3. Just place it some out of sight.
Now you have a dropdown with all your values with search option plsu it is also connected to all your charts and pivot tables.
TIP 2:
In Excel 2013, slicers can be used with just plain tables as well. Not limited to pivot tables.
Congrats!
Nice content : )
Very comprehensive. Explained in an extremely simple way. I have been using Slicers for a while, but still learnt new things from this post. Thanks for sharing. Best wishes.
Awesome Explanation !!
I have joined this blog recently. Brilliant tools are available that I started using in my day to day work. Brilliant site. Thanks heaps.
[…] Read the full article here: Introduction to Slicers – What are they, how to use them, tips, advanced techniques & interact… […]
Oh wow. I've only just started using Excel 2010 and had no idea this even existed. It makes dynamic charts so much easier!
You are my Hero! I am working with PowerPivot due to the huge amount of data I have and could not use my usual tricks to get the scatter chart title to change. For some reason the CUBE function wouldn't work (who knows why, I don't have time to dig into it now) but your "dummy" solution did.
thankyouthankyouthankyou!
Clare
On a normal PivotTable filter, you can choose whether to allow multiple items to be selected or not. Is that possible with slicers (in Excel 2010)? I've had a look through the options and not found a way to do it yet!
Hi Stevie... this is not possible with slicers.
Just hold down control when you're choosing them...can then either click another (without control) and it will show only the new one, or click the filter with the red 'x' to revert back to all options.
Not a limitation that can be placed on the slicer but still a potential workaround depending on your needs.
Very comprehensive note on slicer. I haven't yet used ms excel 2010, but learnt Slicer tool very well
How should I apply Slicer in excel 2010 version, not able find options
as directed, could you please tell me that step by step
@Arif
In Excel 2010 slicers could only be applied to Pivot tables/Charts not Regular tables
@Arif
In Excel 2010 slicers could only be applied to Pivot tables/Charts not Regular tables
I have a longitudinal line graph with the count of exams scored at each level(1-4). I need a longitudinal line graph that shows the percentage for each level. I made my pivot with the count in the field settings with a calculation of % of row total. This works great until you add a slicer fo that you can look at one level at a time. When I do this, it shows as 100% because it seems to lose the rest of the row calculations. How can I set it up to show the percent. I do not have the option of adding it to my data table. I am using straight Pivot, not PowerPivot.
@Mary
I'd suggest asking the question in the Chandoo.org Forums http://forum.chandoo.org/
Attach a sample file with an example of what you are after, even hand drawn
Hi, thanks for these tips. Is it possible to link a slicer to *different data sets*? All my data sets have a "year_opened" and "month_opened" fields, and I'd like do a single filter and update everything at once. Is that possible?
Hi,
Can someone tell me how to format a date field in a slicer to tell July 2016 instead of 07/31/2016?
Thanks in advance.
Great post - easily explainable for non excel whiz.
Thanks for the slicers post. I'm knew to this feature so don't be to harsh on me 🙂
In the example bar chart graph: "Quantity breakup by Customer Profession and & Product category" you get a different picture depending on which area is chosen "East, Middle, North, South, West". That part I get. But the graph itself doesn't specify which region you are in.
Is it possible to put the filtered criteria into the Chart title. For example if I chose West, the title would read "Quantity breakup by Customer Profession and & Product category - West".
Is that possible? Just curious. Thanks
It is possible...I have this on a number of my reports.
1) create a pivot table with just the column your slicer is set on
2) assign the slicer to that pivot table
3) create a string in cell B3 (or wherever):
="Quantity breakup by Customer Profession & Product Category- "&A3
(assuming that A3 is the cell that the chosen region appears in)
4) click (once) on the graph title, then in the formula bar type =B3
As you change the slicers, B3 will update as will the chart title.
Couple of tips:
1) if you need to have a new line for the title, use CHAR(10) e.g.
="Quantity breakup by Customer Profession & Product Category"&CHAR(10)&A3
(this will have the region on a new line)
2) if multiple regions will be chosen, I've added in an IF statement
=IF(COUNTA(A3:A10)>1,"Multiple Regions",A3)
(I'm sure there are ways to concatenate the strings but for mine it could get up to 20 and that just gets ridiculous for the graph heading)
Just Wow
I am trying to create a duplicate dashboard using data in one workbook and creating a new workbook to place in a shared file for my coworkers. I have created a separate worksheet in the original workbook for the new pivot charts and slicers I want to use in the new workbook/dashboard. I don't want all of the source data in the new workbook, as it is very large. I am having trouble making new slicers work. They work in the original workbook, but when I copy them to the new workbook they don't work. Am I going about this the right way or is there an easier way?
Very good post! Helped a lot. Keep up the good work!
how can you prevent multiple selection in a slicer box? In short, in any slicer box, only one entry is allowed and not multiple entries.
Fairly new to forum's, hoping I'm not breaking a rule here, but I found this forum which seems to provide a solution:
https://wessexbi.wordpress.com/2014/03/17/just-one-slice-please/
I have 2 files. (1. .xlsx 2. .xlsm)
1 file contains all the pivot tables and charts. its also macro enabled.
2nd file contains the source data which is a .xlsx file.
but I am unable to run slicer on my 1st file.
can anybody help me out?
chandoo.org: one of my favourite Excel sites for years.
Slicers tutorial: excellent as usual.
Animated gifs: sorry, but REALLY distracting!! Especially with two on the same screen. Is there any way they can be activated only when we click on them, or something?
Hi Team,
I have inserted a slicer to a pivot table with 4 fields...I need to add another field for the same slicer...help me with this..
First of all I would like to say terrific blog!
I had a quick questio in whiich I'd like to ask if you don't
mind. I was intereested to know how you center yourself and clear your head
before writing. I've had a hard time clearing my mind in getting my ideas out there.
I do enjoy writing however it just seems like the first 10 to 15 minutes are generally lost simply just tryying to figure out how
to begin. Any recommendations oor tips? Many thanks!
Hi All
Im trying to connect a slicer to 2 pivot tables with different sources
Both data tables have been sorted and have duplicates
ie
Table 1
Name Week FTe
A 1 7.2
A 2 7.3
B 1 7.3
B 2 7.3
Table 2
Name Month Fte
A Jan 2.6
A Feb 3.2
A Mar 4.4
B Jan 2.2
B Feb 6.4
B Mar 2.2
etc
I have created 2 pivot tables and have sorted it out the way i want with charts etc
Now all i want is to connect the Name Slicer to be connected to both of those pivot tables but problem is they have duplicates and are from different tables/sources
how can i connect/add this to a data model and connect to my name slicer?
Im sure it maybe something simple but minds not with it
So in short 1 to connect 1 slicer to 2 different pivots from different sources but not all pivots (There are dups in both) - as shown in the example
Thank You
Hi H
This is how you can do it. Create a third table with all slicer options (in this case it would be Name column) with one row per unique value. Now add this table to your source list. Then link all two tables via this third table thru Data ribbon > Manage relationships feature. Finally add a slicer on this third table column and link the slicer to both pivot charts.
Please note that you need to construct the tables and charts after data model is created.
See this page for more explanation on how to use relationships - https://chandoo.org/wp/introduction-to-excel-2013-data-model-relationships/
Hi,
Using Cube Value with Slicers is great. I am new to cube value, but it is so powerful. I am stuck on an issue where I want to filter on a slicer for all values except 1 and the slicer has thousands of values. I get #N/A in the results, when trying to do this. Any ideas on how to do an exception calc or how to get around this with the multi select slicer functionality?
Thanks in advance.
Cyleste
@Cyleste... thanks for your comments and welcome to Chandoo.org. You can use DAX to calculate such things as Excel pivot tables alone cannot function like the way you want. You can use DAX formula EXCEPT() to achieve this. For example,
=CALCULATE(SUM(data[sales]), EXCEPT(ALL(data[filter_column]), VALUES(data[filter_column]))) can tell you the sum of [sales] column in the data table by ignoring slicer selected values.
Hope that helps.
Hi Chandoo,
Thank you for your quick reply. I am not familiar with DAX but it sounds like I won't be able to apply the calculation you provided after converting the power pivot to excel formulas via OLAP.
Cyleste
Thanks Chandoo, I like yours tricks & always I use slicers. Regards from México.
Hi Chandoo,
I have a lot of text in the slices (Pivot table). The text is not completely visible. What should I do?
Please Help
Thanks
Hi Girish,
Slicers are useful only for items with short text, for ex: categories, product names etc. For longer values, you are better off using form controls for interaction - Here is an overview of form controls Form Controls – Adding Interactivity to Your Worksheets
Thanks so much for this, it's brilliant! I think it's almost there - I've actually followed the steps on the example linked in my post. I just can't get it to filter properly; it just returns 0 when I add a date into Cell O2. Should I be doing it differently?
slicers dont work with non-admin roles in OLAP Pivot Tables