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You filter data to quickly and easily find and work with a subset of data in a PivotTable report or
PivotChart report.
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box in the Totals & Filters tab of the PivotTable Options dialog box. For more information, see
PivotTable options.
Notes
You can control whether the filter button is available in a PivotTable report by setting or clearing
the Display field captions and filter drop downs check box in the Display tab of the PivotTable
Options dialog box, or by clicking Field Headers in the Show/Hide group on the Options tab. For
more information, see PivotTable options.
You can also filter data in the PivotTable Field List. For more information, see Design the layout
and format of a PivotTable report.
You cannot filter by color, font color, or icon set in a PivotTable report or PivotChart report.
You cannot filter by label, date or time, value, or top or bottom numbers if the PivotTable data
source is an OLAP database that does not support the MDX expression subselect syntax.
Top of Page
Tip To change the field without closing the Filter menu, in the Select field box at the top,
select a field from the drop-down list.
2.
In the list of text values, select or clear one or more text values to filter by.
If the list is large, clear (Select All) at the top, and then select the specific text values to
filter by.
Tip To make the Filter menu wider or longer, click and drag the grip handle at the
bottom.
Filter by a text value
Point to Label Filters and then click one of the comparison operator commands.
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For example, to filter by text that begins with a specific character, select Begins With, or to
filter by text that has specific characters anywhere in the text, select Contains.
In the Label Filter <Field name> dialog box, in the box on the right, enter text.
For example, to filter by text that begins with the letter "J", enter J , or to filter by text that
has "bell" anywhere in the text, enter bell.
In a non-OLAP data source, if you need to find text that shares some characters but not
others, use a wildcard character.
How to use wildcard characters
The following wildcard characters can be used as comparison criteria for text filters.
Use
To find
? (question mark)
* (asterisk)
~ (tilde) followed by ?, *, or ~
Items
1.
In the PivotTable report or associated PivotTable report of a PivotChart report, right-click the
item, point to Filter, and then click Label Filter.
2.
In the box on the left, click one of the comparison operator commands.
For example, to filter by text that begins with a specific character, select Begins With, or to
filter by text that has specific characters anywhere in the text, select Contains.
b.
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Use
To find
? (question mark)
* (asterisk)
~ (tilde) followed by ?, *, or ~
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Top of Page
In the PivotTable report or associated PivotTable report of a PivotChart report, click the arrow
in Row Labels or Column Labels.
Tip To change the field without closing the Filter menu, in the Select field box at the top, select
a field from the drop-down list.
2.
In the list of numbers, select or clear one or more numbers to filter by.
If the list is large, clear (Select All) at the top, and then select the specific numbers to filter
by.
Tip To make the Filter menu wider or longer, click and drag the grip handle at the
bottom.
Filter by a number value
Point to Value Filters and then click one of the comparison operator commands.
For example, to filter by a lower and upper number limit, select Between.
In the Value Filter <Field Name> dialog box, in the box or boxes on the right, enter
numbers.
For example, to filter by a lower number of 25 and an upper number of 50, enter 25 and
50.
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Items
1.
In the PivotTable report or associated PivotTable report of a PivotChart report, right-click the
item, point to Filter, and then click Value Filter.
2.
In the box on the left, select a field from the drop-down list.
b.
In the box on the middle, click one of the comparison operator commands.
For example, to filter by a lower and upper number limit, select Between.
c.
Top of Page
Tip To change the field without closing the Filter menu, in the Select field box at the top,
select a field from the drop-down list.
2.
In the list of dates or times, select or clear one or more dates or times to filter by.
If the list of values is large, clear (Select All) at the top, and then select the values to filter
by.
Tip To make the Filter menu wider or longer, click and drag the grip handle at the
bottom.
Filter by a date or time value
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ii.
In the Date Filter dialog box, in the box on the left, select a comparison operator.
For example, to filter by a lower and upper date or time, select is between.
iii.
In the Date Filter dialog box, in the box or boxes on the right, enter a date or time,
or click the Calendar button to find and enter a date.
For example, to filter by an earlier date of "3/1/2006" and a later date of
"6/1/2006", enter 3/1/2006 and 6/1/2006. Or, to filter by an earlier time of "8:00
AM" and a later time of "12:00 PM", enter 8:00 AM and 12:00 PM.
Dynamic filter
Note A dynamic filter is one where the criteria can change when you reapply the
filter.
iv.
v.
Click OK.
Notes
The commands under the All Dates in the Period menu, such as January or
Quarter 2, filter by the period no matter what the year. This can be useful,
for example, to compare sales by a period across several years.
This Year and Year to Date are different in the way that future dates are
handled. This Year can return dates in the future for the current year,
whereas Year to Date only returns dates up to and including the current
date.
Items
1.
In the PivotTable report or associated PivotTable report of a PivotChart report, right-click the
item, point to Filter, and then click Date Filters.
2.
b.
In the box or boxes on the right, enter a date or time, or click the Calendar button to find
and enter a date.
For example, to filter by an earlier date of "3/1/2006" and a later date of "6/1/2006", enter
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3/1/2006 and 6/1/2006. Or, to filter by an earlier time of "8:00 AM" and a later time of
"12:00 PM", enter 8:00 AM and 12:00 PM.
Top of Page
Tip To change the field without closing the Filter menu, in the Select field box at the top,
select a field from the drop-down list.
2.
3.
b.
c.
d.
In the box on the right, select a field from the drop-down list.
Items
1.
In the PivotTable report or associated PivotTable report of a PivotChart report, right-click the
item, point to Filter, and then click Top 10.
2.
b.
c.
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d.
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In the box on the right, select a field from the drop-down list.
Top of Page
Filter by selection
You can quickly filter data with criteria that is equal to the contents of the active field.
1.
In a PivotTable report or associated PivotTable report of a PivotChart report, select one or more
items in the field that you want to filter by selection.
2.
3.
Click Filter, and then click Keep Only Selected Items or Hide Selected Items.
4.
If items are hidden and you want to display those items, right-click a related item, point to Filter,
and then click Clear Filter.
Top of Page
Remove filters
1.
To remove all filtering on the Options tab, in the Actions group (PivotTable report), or on
the Analyze tab, in the Data group (PivotChart report), click Clear, and then click Clear
Filters.
Tip To change the field without closing the Filter menu, in the Select field box at the top,
select a field from the drop-down list.
Top of Page
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