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Excel - Use slicers to filter data Tutorial

In this video, you will learn how to use slicers to filter data in Power BI.
Slicers are simple forms of filters that play a key role in designing customized charts and reports.
By adding a slicer to your visualization pane and selecting a field, such as country or date, you can filter your data and see how it impacts your other visuals.
You can select one country at a time or use the control key to select multiple countries simultaneously.
The slicer can be further customized by activating single select, disabling multi-select, or showing the select all option.
Additionally, you can create a time slicer to filter data based on a range of dates or relative dates.
The video also covers how to reset filters, switch to relative dates, and sync slicers across different pages in your report.
By mastering slicers, you will be able to effectively filter and analyze your data in Power BI.

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Objectifs :

This document aims to provide a comprehensive guide on how to use slicers in Excel to filter data visually, specifically focusing on filtering gemstone sales by department store. It will cover the steps to insert slicers, filter data, and interpret the results effectively.

Chapitres :

Introduction to Slicers in Excel
Slicers are a powerful feature in Excel that allow users to filter data visually and interactively. This guide will walk you through the process of using slicers to filter gemstone sales data by department store, enhancing your data analysis capabilities.
Inserting Slicers
To begin using slicers, follow these steps: 1. Navigate to the 'Design' tab in Excel. 2. Select 'Insert Slicer'. 3. In the dialog box that appears, check the boxes next to the 'Gemstone' and 'Department Store' fields. 4. Click 'OK'. Upon completion, two new slicer objects will appear on your worksheet: one for gemstones and another for department stores.
Filtering Data with Slicers
Once the slicers are inserted, you can filter the data as follows: - Click on the 'Department Store' slicer and select the 'Cora' button. This action will filter the data to show only the gemstones sold in the Cora department store. - The data will automatically update, and you will notice that the silver and diamond buttons in the gemstone slicer are greyed out, indicating that these gemstones have not been sold in the selected department store.
Analyzing Specific Gemstone Sales
To analyze the quantities of specific gemstones sold, such as sapphire and amber, perform the following steps: 1. Click on the 'Sapphire' button in the gemstone slicer. 2. While holding down the 'Control' key on your keyboard, click on the 'Amber' button. This simultaneous selection will filter the data to show the quantities of both sapphire and amber sold to the Cora department store.
Clearing Filters
To remove the gemstone filter and view all data again: - Click on the 'Clear Filter' button located in the upper right corner of the gemstone slicer. - Repeat the same steps with the department store slicer to reset the filters for department stores. After clearing the filters, you will be able to view all slicers and data without any restrictions.
Conclusion
Using slicers in Excel provides a dynamic way to filter and analyze data. By following the steps outlined in this guide, you can effectively manage and interpret your gemstone sales data by department store, allowing for better decision-making and insights.

FAQ :

What is a slicer in Excel?

A slicer is a visual filtering tool in Excel that allows users to filter data in a PivotTable or table easily. It provides buttons for quick selection of specific criteria.

How do I insert a slicer in Excel?

To insert a slicer in Excel, go to the Design tab, select 'Insert Slicer', check the boxes next to the fields you want to filter by, and then press OK.

What does it mean when buttons are greyed out in a slicer?

When buttons are greyed out in a slicer, it indicates that there are no corresponding data entries for those selections in the filtered dataset.

How can I filter multiple items in a slicer?

To filter multiple items in a slicer, hold down the Control key on your keyboard while clicking on the desired buttons in the slicer.

How do I clear filters in Excel?

To clear filters in Excel, click on the 'Clear Filter' button located in the upper right corner of the slicer or the filter dropdown.

Quelques cas d'usages :

Sales Analysis in Retail

Using slicers in Excel, retail managers can quickly analyze sales data by filtering for specific gemstones sold in various department stores. This allows for targeted marketing strategies based on product performance.

Inventory Management

Slicers can help inventory managers filter and view stock levels of specific gemstones across different department stores, enabling better inventory control and restocking decisions.

Customer Preference Tracking

By utilizing slicers, businesses can track customer preferences for gemstones in different department stores, helping to tailor product offerings and promotions to meet customer demand.

Performance Reporting

Slicers can be used in performance reports to filter data by department store or gemstone type, providing clear insights into sales trends and helping to identify areas for improvement.

Glossaire :

Slicer

A visual filter in Excel that allows users to segment and filter data in a PivotTable or table easily. Slicers provide buttons that can be clicked to filter data based on specific criteria.

PivotTable

A data processing tool in Excel that allows users to summarize, analyze, explore, and present data. It enables the organization of data into a more manageable format.

Department Store

A retail establishment that offers a wide range of products, including clothing, electronics, and household goods, typically organized into departments.

Gemstone

A precious or semi-precious stone that is cut and polished for use in jewelry. Examples include diamonds, sapphires, and amber.

Filter

A feature in Excel that allows users to display only the data that meets certain criteria, hiding the rest of the data.

Control Key

A key on the keyboard that, when pressed in combination with other keys, allows users to perform multiple actions simultaneously, such as selecting multiple items.

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quickly filter data visually in Excel.

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Under the design tab I select insert slicer.

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I further check the box next to the

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Gemstone and Department store fields.

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I then press OK.

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Doing so has brought up 2 new objects.

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One shows the list of

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Gemstones and the other.

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The list of Department stores by

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selecting the Department store

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slicer and pressing the Cora Button,

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I obtain the list of Gemstones

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sold in the Cora Department store.

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Data is automatically filtered

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Anri calculated.

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Under the Gemstone Slicer,

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the silver and diamond

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buttons are greyed out.

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This means that in this Department store.

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None of these gemstones have

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been sold in this slicer Excel

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also filters the Gemstones.

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Now I want to know the quantities of

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sapphire an Amber sold to this Department

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store under the Department store slicer.

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I click on the sapphire button,

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then at the same time I pressed

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down the control key on my keyboard

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and the Amber Button.

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This way I can instantly filter

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an recalculate the data.

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To remove the gemstones filter.

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I click on the clear filter button

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located on the upper right corner.

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I repeat the same steps with

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the Department store slicer.

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Now I can fully view the Slicers again.

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