Filtering Pivot Table Data in Excel | CLEARIFY

Filtering Pivot Table Data in Excel

• Pick Filters
• Label Filters
• Value Filters
• Calendar Filters

Pick Filters

Manually check/pick one or multiple items in the list

Label Filters

Label is another name for the fields you put in the Row Quadrant of a Pivot Table.. (In a Dynamic List Report it is called a Text Filter).

Value Filters

In the Pivot Table you can filter out specific fields (e.g. customer,item, etc.) based upon a particular value, e.g. filter out Items that have a sales amount > 50.00.

NOTE:  you create the filter using a drop down in a row field – NOT the actual number based column.

Calendar Filters

QQube has date ‘shortcuts’ which extend the ways in which you look at a date. E.g. May 7 is Friday, and the 127^th day of the year, and the 5^th day of the week, etc.

But, did you know that there are ‘QuickBooks like’ Date Filters built in?