How to Add Filter to Pivot Table

Tech86

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posted on 13 years ago — updated on 1 second ago

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Pivot tables can provide a great deal of information and analysis about the data contained in a worksheet, but, sometimes, even the most well-designed pivot table can display more information than you need. In these cases, it can be helpful to set up filters within your pivot table. Filters can be set up once and then changed as needed to display different information for different users. Here's how to add filter functionality to pivot tables so you can gain more control over the data that is displayed.

Steps

Launch Microsoft Excel.

Browse to and open the workbook file containing the pivot table and source data for which you need filter data.

Select the worksheet containing the pivot tab and make it active by clicking the appropriate tab.

Determine the attribute by which you want to filter data in your pivot table. The attribute should be one of the column labels from the source data that is populating your pivot table. For example, assume your source data contains sales by product, month and region. You could choose any one of these attributes for your filter and have your pivot table display data for only certain products, certain months or certain regions. Changing the filter field would determine which values for that attribute are shown.

Force the Pivot Table Wizard or Field List to launch by clicking a cell inside the pivot table.

Drag and drop the column label field name you wish to apply as a filter to the "Report Filter" section of the pivot table field list. This field name may already be in the "Column Labels" or "Row Labels" section. It may be in the list of all field names as an unused field.

Set the filter to display one of the values for the field. You can set the filter to display all values or only one. Click the arrow beside the filtered label and check the "Select Multiple Items" check box if you would like to select certain values for your filter.

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