Add a Report Filter in Excel

Question

How to add a report filter in Excel?

Answer

You may use a report filter to focus on a subset of data in the report, often a product line, a time span, or a geographic region.  To follow along with the class example add Term to the report filter. 

To add a field as a report filter, 

1. Right-click the field name in the PivotTable Field List, and 
2. Then click Add to Report Filter OR
3. Click and drag the field name into the Report Filter at the bottom of the Pivot Table Field List.

The Report filter will then appear at the top of the screen on the left hand side.  A report filter will not produce any data right away, instead it provides a downward arrow that allows you to select the information you would like to see.
                                 

Click the downward arrow in the top left next to Term (All), and check the box next to Select Multiple Items.  This will allow you to select which term you would like to filter the data through.

To remove all the fields from the report so that you can start over, on the Ribbon, on the Options tab, in the Actions group, click the arrow on the Clear button, and then select Clear All.

For more information about Pivot Tables in Excel, please view the full tutorial from the CTL here: Excel Part 4

If you need further assistance, please click the CTL Support Request button on this page.