Ravindra BagaleCourses & study guides

13. Excel Dashboards

13.6 Slicers and a Timeline for All Pivots

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Steps in Excel

  1. Click in any pivot › PivotTable Analyze › Filter › Insert Slicer › tick City, Platform and Category › OK.
  2. PivotTable Analyze › Filter › Insert Timeline › tick Order Date › OK. Set the timeline to Days or Months (drop-down at its top right).
  3. Right-click each slicer › Report Connections… (called PivotTable Connections in some versions – may vary by version) › tick all five pivots › OK. Do the same for the timeline.
  4. Cut the slicers and timeline and paste them on the Dashboard sheet in a left-side panel.
  5. Format: Slicer › Buttons › Columns = 2 for City, 1 for Platform; choose a slicer style that matches your colours; Slicer Settings › tick Hide items with no data.
  6. Test: click Nashik – every card and chart must change. Click the Clear Filter icon on the slicer to reset.

Worked example – Nashik selected, Platform = Blinkit. Net Sales card shows only Nashik Blinkit sales, the trend line shows only Nashik, and the city bar chart shows one bar. If one chart does not change, its pivot is missing in Report Connections.

Ravindra Bagale's Tip

Khup students slicer insert kartat aani tapasat nahit ki to fakt ekach pivot la connected aahe – mag card ek aakda dakhavto aani chart dusrach. Pratyek slicer var right-click › Report Connections karun sagle pivots tick kara, aani shevti pratyek city var click karun check kara ki sagla dashboard badalto ka.

Practice task

Add City, Platform and Category slicers and an Order Date timeline, connect them to all five pivots, and test by selecting Kolhapur and Amazon Now. Write down the Net Sales the card shows.