Enter Values And Formulas As A Label In A Worksheet Excel Tip – Split Your Pivot Table Filters Into Multiple Columns

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Excel Tip – Split Your Pivot Table Filters Into Multiple Columns

This Excel trick is truly one of my favorite Excel tips of all time, it also includes my favorite Excel feature of pivot tables.

A standard pivot table will automatically add any filters you select in the filter area and stack them on top of each other by default.

To enable pivot table analysis you need to ensure that your raw data is a well-constructed list. It should have the following parameters

  • At the top are the column labels (the field titles are the field names in the table).

  • Each column must contain a data item of a specific type, and there must be no empty rows within the range.

  • If your range already contains subtotals, totals, or any other type of summary information, delete them as part of your data set since Pivot will perform its own calculations.

Here are the basics of creating a pivot in Excel.

  1. Select the data set you want to use for your table

  2. The first thing to do is place your cursor somewhere in your data list

  3. Select the Insert tab

  4. Click the Pivot Table icon

  5. Select the Pivot Table option

  6. Select the Table or Range option

  7. Choose to place your table in a new worksheet or an existing one, select the first option for this tutorial

  8. Click OK

  9. The Options and Design tab will appear under the Pivot Table tool

  10. Select the check boxes next to the fields you want to use to add them to the data field.

  11. Select more than one measurement in your data to filter and add to the filter field

As you can see Excel has placed the filters on top of each other. Let’s go ahead and split these filters so that each column has one filter.

  1. Right-click anywhere within the table.

  2. Select Pivot Table Options.

  3. Go to Options dialog box- Layout and format setting- ‘Report filter fields per column’

  4. Change this setting to how many filter fields you want in each column. In my example I’m choosing 1 per column to give a cleaner and more easily navigable pivot table.

If you want to reverse the process and return to Excel’s default filter layout, right-click the PivotTable again, click Layout and Formatting in the Options dialog box, and decrease the value in the Report Filter Fields for column return. Excel will place the filters on top of each other.

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