13.6 Slicers and a Timeline for All Pivots
Steps in Excel
- Click in any pivot › PivotTable Analyze › Filter › Insert Slicer › tick City, Platform and Category › OK.
- PivotTable Analyze › Filter › Insert Timeline › tick Order Date › OK. Set the timeline to Days or Months (drop-down at its top right).
- 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.
- Cut the slicers and timeline and paste them on the Dashboard sheet in a left-side panel.
- 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.
- 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
Many students insert a slicer and don't check whether it is connected to only one pivot – then the card shows one number and the chart shows another. Right-click each slicer › Report Connections and tick all the pivots, and finally click each city to check that the whole dashboard changes.
Ravindra Bagale's Tip – मराठी
बरेच students slicer insert करतात आणि तपासत नाहीत की तो फक्त एकाच pivot ला connected आहे – मग card एक आकडा दाखवतं आणि chart दुसराच. प्रत्येक slicer वर right-click › Report Connections करून सगळे pivots tick करा, आणि शेवटी प्रत्येक city वर click करून check करा की पूर्ण dashboard बदलतो का.
Ravindra Bagale's Tip – हिंदी
बहुत से students slicer insert करते हैं और check नहीं करते कि वह सिर्फ़ एक ही pivot से connected है – फिर card एक आँकड़ा दिखाता है और chart कुछ और. हर slicer पर right-click › Report Connections करके सारे pivots tick करो, और आख़िर में हर city पर click करके check करो कि पूरा dashboard बदलता है या नहीं.
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.