Tag Archives: excel 2010

Business Intelligence, Excel

PowerPivot Part 3: Slicers

Hello everyone, Pitan here! This is the third chapter of my PowerPivot epic. Read the adventure from the beginning with PowerPivot Part 1: Bringing Data Together or continue on to your regularly scheduled programming with slicers!

Okay, so technically slicers aren’t specific to PowerPivot, but they are new to Excel 2010. Chances are if you are working with PowerPivot, you’ll want to know about slicers.

What is a slicer?

A slicer is a visual representation of a filter applied to your PivotTable or PivotChart. Rather than having to use the drop-downs for report filters, column labels, or column rows like this:

You can have an aesthetically pleasing slicer to show you at a glance what data is filtered:

How do slicers work?

Continue reading PowerPivot Part 3: Slicers →

Business Intelligence, Excel

PowerPivot Side Quest: How to Format a Slicer

Pitan here! In Part 3 of my PowerPivot blog series, I cover how to add slicers to a PowerPivot report.
This post covers how to format slicers in Excel 2010 – in particular, how to create a custom slicer style that can be applied to multiple slicers.

The first step is to select the slicer to activate Slice Tools tab in the ribbon.

There are default styles available, but in this case we want to make a customized slicer style. You can create a new style from scratch:

But you may find it easier to clone the style and then modify the style properties, which is what we will do in this example. Here is the slicer with the unmodified clone of the style:

Continue reading PowerPivot Side Quest: How to Format a Slicer →

Business Intelligence, Excel

PowerPivot Part 2: Copying PivotTable Functionality

Pitan here! This is Part 2 of my series on PowerPivot, which started with looking at how PowerPivot handles data. This time we’re covering similarities and differences between PowerPivot and regular PivotTables.

PowerPivot offers all the existing functionality of PivotTables with stronger backend support for data sources. Most of PowerPivotTables is exactly the same as regular PivotTables, but there are a few minor differences. So rather than tell you how to create PivotTables with PowerPivot, since you should theroretically be able to reuse your existing PivotTable know-how, I’m going to focus on some of the differences that threw me for a loop.

Refreshing Data

If you’re familiar with PivotTables, then you probably know that if you make changes to the original data for your PivotTable, you have to refresh the PivotTable in order to see those changes take effect.

PowerPivot is no different, except that it’s a bit more explicit. When you refresh the data in PowerPivot for an existing PowerPivotTable, the PowerPivot field dialog will tell you that the PivotTable also needs to be refreshed.

It’s easy to forget that refreshing PowerPivot doesn’t refresh everything, but at least Excel constantly reminds you.
Continue reading PowerPivot Part 2: Copying PivotTable Functionality →

Business Intelligence, Excel, SQL Server

PowerPivot Part 1: Bringing Data Together

Hello everyone, Pitan here! I’ve finally had the chance to get my head around PowerPivot, the new Excel 2010 add-in for grabbing, pivoting, and displaying data. The chronicles of my journey to set up my own PowerPivot report will be revealed in a series of blog posts over the coming weeks. Tune in as I give you some HOW-TOs with a healthy dose of side commentary!
Continue reading PowerPivot Part 1: Bringing Data Together →