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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23 Responses to “Learn Top 10 Excel Features”

  1. Dwi Budi H says:

    What it looks like if excel without formula?? 🙂

    • philip says:

      It would be not excel it would just be fancy tables in which you could just use power point. (Chandoo) would Access be an alternative?

  2. Roy says:

    Awesome piece of work!!!

  3. Rich says:

    Great article.

    Chandoo - my biggest interest in the article was the awesome word-graphic at the top - where did you go to get it done into a shape?

  4. koushik says:

    Awesome Chandoo.. You need always needs coffee to start up with. BTW , how did u created the Heart Shaped picture filled with High Repetitive text in it .. Please put it on your Next blog ...

  5. Bob Watson says:

    Chandoo, good article. I’ve added a link to it from Connexion – our collection of the most useful and interesting spreadsheet-related articles from the web. See http://www.i-nth.com/resources/connexion

  6. ca.nkv says:

    Hi,

    Just one small question. Where the hell have been I in the past for not discovering this website sooner?

    I've lost a job interview recently where even though I had the subject knowledge, I was not upto their mark in Excel.

    Thank you for all the free tips, guidance and for creating this forum environment.

    [PS: I've just been through the site for the 1st time, and have signed up for the newsletter. You can expect pretty stupid questions from me soon]

  7. William Luke says:

    Hy Chandoo, you always inspire me with to explore something new in excel. This data structure table is only for excel 2007 or compatible to 2010. I recently installed latest excel version 2013 in my System and experience problems regarding operating according to previous one. I'm waiting your article relates to that excel version.

    Thanks

  8. Ankit Bansal says:

    Awesome article Mr. Chandoo and that is a awesome heart shaped pic you created. Great tips as well.

  9. [...] Learn Top 10 Excel Features | Chandoo.org – Learn Microsoft Excel Online. [...]

  10. Arvi says:

    Chandoo is awesome..

  11. Kevin Ko (student major in computer and tech.) says:

    Thanks, i got better, And i always get 90.50 in my grade card but now i get 96.50 i improved because of the tutorials you gave, Thank You Very Much Chandoo Guy.

  12. kiran says:

    Hi chandoo, i am intersted in seeing the video or step by step done procedure of analysing the comments and presenting in the data percentage steps. I think this one would be first step in finding out how generally happens data calculation. Thank you.

    As well i would like to know how to get that black shape art of your face which i see in chandoo. I am interested in making it for me.

  13. l3g4to says:

    Nice to see the features considered by Excel users to be most useful. It might be a good idea to also analyze StackOverflow Excel questions to see what keywords appear most often.

    Here are my top 10 Excel Features (for advanced users):
    http://www.analystcave.com/excel-10-top-excel-features/

  14. Nami says:

    Thanks a ton for this it totally helped with my homework ????

  15. pradip says:

    Very good effort

  16. Barb says:

    Thank you for this. Lots of learning in the links you've provided for this septuagenarian.

  17. Arun says:

    Pls send me new post

  18. Abhay says:

    Dude, your humor ? ?
    Loved your work.

  19. Sanjeev Khakre says:

    Hello Sir,

    I am Sanjeev Khakre and i from Indore City, India , I am your big follower and i have watch your videos and learnt a lots of excel trick or function and many more . thanks so much for all of your excellent support.

    Your excel knowledge is real awesome.

    Thanks
    Sanjeev

  20. Your work is excellent but pls willing to know more details about the features of microsoft excel

  21. philip says:

    Chandoo Would Access be a better alternative than VB?

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