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Tables/Pivots/Slicers

ResolvedVersion 365

Thomas has attended:
Excel Intermediate course
Excel Advanced course

Tables/Pivots/Slicers

I have a table which is used as a database in a Macro powered User Form.
This table extends almost 2000 rows down currently, and plans to be double that size at least.
I would like to use Pivots or slicers to create a Presentation Slides sheet which can be used to compare data at a glance, rather than using the table filters I currently have in place.
I cant get the Pivots to work with my table, however, and I think this is due to the multiple layers and sub categories which are present.
How can I filter out the fields that I dont want shown in the Pivot, and use the same database table to create 10-20 Pivot Tables/Charts which can keep track of the refreshing data, without corrupting and without deleting the existing rows of the database.
Thanks, I will post attachments if needed.

RE: Tables/Pivots/Slicers

Hi Thomas,

Thank you for the forum question.

If you have knowledge of the Power Query tool in Excel, you can make a live connection to your database, filter the data in PowerQuery, define which columns you want the data from, and then create the PivotTable report.

You will not need the data in Excel to do it with Power Query and you can define how many months you always want to see in the report and your report will never needs to be updated and will only display the data you want to display.

It is not a simple tool Power Query but STL has a Power Query course where you will learn to fully automate your reports, but you can also find some very useful videos on YouTube.


Kind regards

Jens Bonde
Microsoft Office Specialist Trainer

Tel: 0207 987 3777
STL - https://www.stl-training.co.uk
98%+ recommend us

London's leader with UK wide delivery in Microsoft Office training and management training to global brands, FTSE 100, SME's and the public sector

Sat 21 Sep 2024: Automatically marked as resolved.

 

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