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Tech Tip Tuesday - Excel - Slice It Up

3/27/2018

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Often when I look at an Excel file, it just has way too much information. Rows upon rows of data. How do I make heads or tails of it? Lately, I have been using tables and slicers to assist in the sorting and filtering of my data. The great thing about tables and slicers is that I can quickly get down to the granularity level that I need. I also don't need to create as many tabs as I can filter the data. Please follow the steps below to create your first table and slicer.
​As always, reach out if you have any questions.
Always Advancing,
​Ralph

Setup a table

  • Select the data to convert to table
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  • Click the "Format as Table" Button and select a table style
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  • If your table has headers, check the "My table has headers" box and click "OK". Otherwise, click "OK"
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  • The data will now be within a table
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Filter and sort within the table

Use the arrows in the headers to sort and filter the table data.
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  • Description of each filter option
    • Sort A to Z - Sorts alphabetically and numerically
    • Sort Z to A - Sorts reverse alphabetically and numerically
    • Sort by Color - Sorts based on the fill color of the cell
    • Clear Filter - Resets filters
    • Filter by Color - refines list based on fill color
    • Text Filters - refines based on the text content of the cell
    • Search - Finds and filters based on search term
  • Note: At the bottom of the filter dropdown the unique values within the column will appear to further refine the table contents.
    • Select all: turns on/off all filter options
    • Click the box next to the option to turn on and off that option

Setup a slicer

  • Click anywhere on the table and select the design tab under table tools
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  • Click the "Insert Slicer" icon
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​
  • The "Insert Slicers" window will appear. Within the window select the column(s) on which to filter and click "OK"
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  • A slicer(s) will appear. Click on the button based on the data to be filter by.
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  • Select multiple items by holding in the Ctrl key while clicking.
  • Clear the filter by click on the "X" at the top of the slicer.
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  • Home
  • Need
  • 3-Steps
    • 1 - Stop Producing
    • 2 - Stop Receiving
    • 3 - Stop Collecting
  • Tech Tips
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    • My Resources