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Changing the Order of Report Filters
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When there are multiple report filters, you can change the order in which they appear on the worksheet. Changing the order of the report filters does not affect the pivot table results, but in some situations it may make the report appear more logical. For example, if you have State, City, and Country in the Report Filter area, you can arrange the filters in order of geographical scope Country, State, City. In this report, the service manager is concerned with installation work, so you ll move the Service field so it s above the LeadTech field. This will make it appear at the top of the page if the report is printed. 1. Select a cell in the pivot table. 2. In the PivotTable Field List pane, in the Report Filter area, drag the Service field above the LeadTech field.
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CHAPTER 6 SORTING AND FILTERING IN A PIVOT TABLE
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On the worksheet, the report filters change position to reflect the change made in the PivotTable Field List pane.
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Arranging Report Filters
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You currently have two fields in the Report Filters area, and you ll add two more fields so the service manager can see how many jobs were one-technician jobs and which jobs were done in 2007: 1. Select a cell in the pivot table. 2. In the PivotTable Field List pane, add the Techs and Years fields to the Report Filter area, below the LeadTech field. The four report filters appear above the body of the pivot table, in cells A1 to B4 (see Figure 6-4).
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Figure 6-4. Four fields in the Report Filters area 3. To view the jobs that were done by one technician, click the arrow on the Techs Report Filter field button, select 1, and then click OK. 4. To view the jobs that were done in 2007, click the arrow on the Years Report Filter field button, select 2007, and then click OK. The grand total shows that Michner spent 59 hours on installation jobs in 2007, where there was one technician.
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Arranging the Report Filters Horizontally
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When a pivot table has multiple report filters, you can arrange them vertically above the pivot table body or horizontally. Each arrangement has some benefits, and you can decide what best suits the pivot table on which you re working. First, you ll arrange the report filters horizontally to see how that affects the pivot table layout. You ll specify how many report filters should be in each row above the pivot table.
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CHAPTER 6 SORTING AND FILTERING IN A PIVOT TABLE
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1. Select a cell in the pivot table. 2. On the Ribbon, under the PivotTable Tools tab, click the Options tab. 3. At the far left, in the PivotTable group, click the Options command to open the PivotTable Options dialog box. 4. On the Layout & Format tab, in the Layout section, select Over, Then Down from the Display Fields in Report Filter Area drop-down (see Figure 6-5). The Report Filter Fields per Column option changes to Report Filter Fields per Row.
Figure 6-5. Report filter field settings in PivotTable Options 5. In the Report Filter Fields per Row setting, enter 3, and then click OK. The report filters are now arranged horizontally above the pivot table. The first three report filters are in row 3, and the last report filter is in row 4 (see Figure 6-6). You specified that there should be three filters per row and the filters should go down to start another row of filters, if required.
Figure 6-6. Report filters arranged over and then down
CHAPTER 6 SORTING AND FILTERING IN A PIVOT TABLE
Arranging the Report Filters Vertically
Next, you ll arrange the report filters vertically to see how that affects the pivot table layout. This time, instead of using a Ribbon command, you ll use a context menu to open the PivotTable Options dialog box: 1. Right-click cell E7, which is the Grand Total column heading, to open a context menu and mini-toolbar (see Figure 6-7).
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