This post contains a video and interactive guide on how to use slicers (free download).
You can use this if you are distributing a file that contains slicers, and want to provide instructions to your users.
Watch full screen or on Youtube
What's a Slicer?
Slicers were introduced in Excel 2010, and allow you to quickly filter a PivotTable or PivotChart with the click of a button. They also serve as a visual reference that allow you to see what filters are currently set in the PivotTable.
Basically, slicers do the same thing as filtering a PivotTable using the Filter drop-down menus. However, users and consumers of your reports will really enjoy using slicers. They are very easy to use and make your report more interactive.
Slicers can also greatly condense your file size. For example, let's say you have a workbook with a lot of tabs, and each tab contains a similar report for each region, product, category, etc. You could consolidate all of these reports into one sheet and use a slicer to allow the user to see different views (slices) of the same report.
The interactive guide (download below) is an Excel file that contains instructions on how to use slicers. The entire guide is self contained in one worksheet, and you can copy this worksheet into your workbook before distributing to your audience.
The guide covers the basics of clicking on the slicers and also shows some tips for working with multiple slicers connected to one Pivot.
The guide actually uses slicers to step through the instructions, so there is NO VBA or macros in the file. This uses a technique by Bill Jelen (aka Mr. Excel) and you can checkout his YouTube video to learn more about it. It's an awesome technique!
Excel Slicers - Interactive Guide.xlsx (39.1 KB)
*Compatible with Excel 2010 and 2013.
Please leave a comment with any questions or suggestions on how to improve this guide. Thanks!
The guide above will show you how to use slicers. Here are some articles and videos on how to create slicers and add them to your PivotTables and PivotCharts.
- Comprehensive Guide to Slicers (Articles by Excel MVP Debra Dalgleish at Contextures Blog)
- How to use Slicers and Timelines on Tables in Excel 2013 (video by Excel MVP Zack Barresse)
- Timelines – cooler than sliced bread (article and links by Zack Barresse)
- How to list all slicers in the workbook with a VBA Macro (Excel Campus Library)