Interactive filters

Filtering the Pivot table report can also be done with the help of interactive filters, which are: slicers timeline. These are graphics objects that can be used, both with Pivot tables and structured tables. Slicers are made on the basis of the specified reporting dimension, and can be interlinked, according to the principle of subordinates and superiors. Timeline filters are made exclusively based on time-related reporting dimensions.

Calculated items and fields

Before we create a Pivot table, it is important that we have a well-defined data source. Columns of the table represent the reporting dimensions (dimensions and measures) and before we begin to make the report it would be useful to prepare well all the reporting dimensions. However, it is sometimes necessary to add some new dimension “on the go” and it is therefore useful to know how to use the Calculated Fields and Calculated Items features.

Pivot table options

Experienced users are eager to find out where are the Pivot table options, in order to make adjustments and adapt the software to their needs! Each Pivot table has many options that affect its work. With them we can change the look and way of displaying the values in the report, the method of calculating subtotals, use of filters, properties of connecting with external data sources, printing options…

Value Field Settings

By dragging the dimensions with numeric values into the Values field, the automatic aggregation of data is performed. Applied mathematical operation can be: SUM, COUNT, AVERAGE … Sometimes there is a need to see a percentage of the value in relation to the total sum, a cumulative value increase (Running Total) or a different view instead of simple aggregation. The following text will be about how to change the Value Field Settings.

Elements and filtering of Pivot tables

Pivot tables have built-in options for applying autofilter to display data relative to rows, columns, and filters. By opening the autofilter menu, data sorting can be performed according to the specified reporting dimension, or it can narrow down the set of displayed values in the table by setting the conditions that relate to the description or value of the data displayed in the report. More about filtering Pivot tables can be found in the text that follows …