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Encoder PDF417 in Font SORTING AND FILTERING IN A PIVOT TABLE

CHAPTER 6 SORTING AND FILTERING IN A PIVOT TABLE
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1. In the pivot table, click the arrow on the Row Labels heading, in cell A7. 2. Click Date Filters, and then click Last Week (see Figure 6-35).
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Figure 6-35. Date filters for last week The pivot table now shows results for work done in the previous week (assuming that some of the records in the source data are from the week previous to you applying the filter).
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Note When the filter criteria can change automatically, such as with Last Week or Next Month, it is called
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a dynamic filter.
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Applying a Manual Filter
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Instead of using the filter options, you can manually select or deselect the items in a field drop-down list. You can use this option if you want to filter for specific items that can t be filtered by using a common or dynamic filter. For example, you may want to see the data from three specific dates when the service department was short staffed. You ll apply a manual filter to see those dates: 1. In the pivot table, click the arrow on the Row Labels heading, in cell A7. Because you re interested in only three dates, you ll remove all the check marks so no dates are selected, and then you ll select the three dates for the filter. 2. In the list of dates, remove the check mark from (Select All) to remove all the check marks from the list.
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CHAPTER 6 SORTING AND FILTERING IN A PIVOT TABLE
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3. Add check marks to the three dates you want to see: 01-Feb-06, 02-Feb-06, and 10-Feb-06 (see Figure 6-36), and then click OK.
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Figure 6-36. Manual filter for specific dates The pivot table now shows results for work done on the three selected dates, and you can focus on that data only. The Techs field in the Column Labels area now shows only a label for 1. The column for 2 is not visible, because no two-technician work was done on those shortstaffed days.
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Including New Items in a Manual Filter
If you manually apply a filter to a field and then update the pivot table, some new items may appear in the pivot table and not be affected by the filter. For example, if you manually filter for specific dates and then add new records to the source data, the filter may include the new items, even if they are not records for the date selected in the manual filter. You can change a setting in the field to specify whether new items are included. You ll change one of the records in the source data to create a new work date. Then you ll refresh the pivot table to see how the revised record is handled. 1. On Sheet1, in the source data in cell G2, change the date from 08-Jan-06 to 09-Jan-06. This date did not previously exist in the pivot table s WorkDate field. 2. On Sheet5, right-click a cell in the pivot table, and click Refresh. The revised record s data does not appear in the pivot table. Now you ll change a pivot table setting to show new data even if it doesn t meet the filter criteria. 1. In the pivot table, right-click a cell in the WorkDate Row labels, such as cell A8. 2. Click Field Settings.
CHAPTER 6 SORTING AND FILTERING IN A PIVOT TABLE
3. On the Subtotals & Filters tab, in the Filter section, add a check mark to Include New Items in Manual Filter, and then click OK (see Figure 6-37).
Figure 6-37. Including new items in manual filter You ll change another record in the source data to create another new work date. Then you ll refresh the pivot table to see how the revised record is handled with the new setting in effect. 1. In the source data on Sheet 1, in cell G3, change the date from 11-Jan-06 to 12-Jan-06. This is another date that did not previously exist in the pivot table s WorkDate field. 2. On Sheet5, right-click a cell in the pivot table, and click Refresh. The revised record s data appears in the pivot table, below the existing records, even though it doesn t meet the filter criteria. You can turn this setting on if you want to ensure that you notice new records when they re added, and then you can manually deselect them after they appear. If you don t want new records to appear in the filtered pivot table, remove the check mark from the Include New Items in Manual Filter option.
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