Could be a bug? Select any random cell in the Microsoft Excel table and go to the Design tab. We have date tables for most of our dashboards, and setting the second date TODAY() is what we need! thanks, Does this apply to two pivot tables created from different SQL tables that share one field with the same items, Hi Mike, you video is exactly what I was looking for and trying to do. How To Add A Slicer To A Table. The data source is in percent but the slicer is showing the numeric values. From the Insert tab, choose Slicer. I followed/watched the video multiple time. Source Data Table. It will take a few additional steps and workarounds, but definitely the best option. However when I have tried this in Excel 2013 and 2016 I could relate the single slicer to both pivot tables but only the one pivot table changes. So here is the … Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. There’ll be two tabs: Active and All. First of all, take two or more pivot tables to connect a slicer. Most of the people love to use VBA codes. I really have no clue why it's doing this for one of the date slicers, but not the others. However, I did hit your problem when I created the slicer if the cursor was in the FIRST pivot table at the time I created the slicer and I used the “related field” (i.e. They allow you to ditch the need for drop-down lists and instead give your users the ease of simply selecting a button to filter/change the displayed data. I tried copy/pasting the date slicer from one tab to the other tab and that didn't work. You can use this technique in your own workbook, using other types of data. 2. For this specific dashboard, we aren't using a date reference table, because we want to show to different dates in our dashboard - one for when ticket is submitted , and one for when it is closed, which come from the same data query. Then I added a relationship for Table 1 to the dummy table and another relationship of Table 2 to the dummy table. In the past a slicer could connect to multiple pivot tables provided those pivot tables shared the same source data. With the advent of Power Pivot there is a way to have separate tables that share a common field and link that field in … The columns I selected contained duplicate dates (i.e. Click here to read more about the December 2020 Updates! In this example, there’s a table with work order data, and a pivot table based on that data. Is there a solution to this? Can you guide what might be the issue???? Here you will see an item that says “Retain items deleted from the data source” with a combobox for you to set the number of items to retain per field: Whenever I change or add more data, the dashboard slicers do not update properly and sync. The relationship needs unique values in one of the tables. Notice the decrease in the Grand Total due to omitting the two salespeople. Thanks for the response Maggie! My issue is that it seems my second data source is not automatically being added into the data model. Both selected columns must contain only unique values to create a relationship between the tables.”. Step 2: Click on OK it will create a table for you. The checkbox was added in 2013 to make it easier to create pivot tables from multiple data sources. It’s the second set of data/pivot table that is not creating a table. In the Insert Slicers dialog box, select the check boxes for the fields you want to display, then select OK. A slicer will be created for every field that you selected. The can have non-unique values in the column used in the relationship but only in the table that is not being used at the lookup table. I only still see the original table in mine. I have created around 9 different pivot tables and 7 different slicers by using the same raw data. I’ve uploaded the file used in the video if you want to download it and have a play. Excel for Office 365 or Excel 2013 and later versions will have slicers for tables. Now I want the slicers in my other tabs to do the same thing, but I have no idea how (the data in the other tabs come from different data sources). That essentially accomplishes what I want to accomplish. Im working on a dashboard with multiple tabs and various data sources. In this example, there’s a table with work order data, and a pivot table based on that data. I am using a raw data (source data) which fluctuates every week from 60,000 lines to 90,000 lines. Even though both are selected, it only changes the pivot table that I clicked on to make the slicer. it doesnt work on my mac. I have just been through the steps again and it’s working for me. Macro will update all pivot tables which has the old source data with the new source data I input 4. From here, go to Analyze → Filter → Insert Slicer. i read somewhere that this was a windows-only feature, but that thread was 2 years ago.. does mac still not have this data table feature? Can you suggest something for me please. I don't know how I did it, but in one of the tabs, when you refresh the data, the date slicer automatically updates the second date (date slicer is set to "Between" setting) to be the most recent date that ther is data for. Excel for Office 365 or Excel 2013 and later versions will have timelines for pivot tables. Cascading of slicers updates itself based on the filter selection. The only workaround I can think of is to use VLOOKUPS to combine the data into a single data source and create your pivot tables and slicers based on that. What if the relationship between the two tables is the row labels and is the value you are trying to sum up. >> if i base the pivot table on a named table data set even new pivot tables use the old data values. each one is associated with a different table within the workbook). After that, select a cell in any of the pivot tables. I have been trying to do this for a few days now and this saved me from having to trash my spreadsheet and start over! Mark your calendars and join us for our next Power BI Dev Camp!. I am having a problem getting this to work. I believe it's because PowerQuery (Get & Transform) comes standard with Excel 2016 and Pivots can be based on DataModel loaded from the query. Slicers are Filters, but allows you to To create a PivotChart, you need to have a PivotTable. 1. Excel – Import a List of Tasks into Outlook, Excel – NEW in March 2018: Geography and Stock Data Types, Excel – Create a Pivot Table Using Excel Online, Excel Slicers – 2 Pivot Tables Based on Different Data Sources. Your email address will not be published. Is there any way around this? Insert Slicer – Excel Table. Or do I need to copy the solution you recommended for Mac users? Update Excel Slicers with Macro Workbook Setup. Sorry I don’t think I made it clear. However, now I have the same problem as Richard. Clicking any of the slicer buttons will automatically apply that filter to the linked table or PivotTable. The Change PivotTable Data source dialog box is displayed. hi. To do "Selective data refresh"in any worksheet with Portfolio Slicer reports choose menu item "Data" and then click on "Connections" button. I have a set of pivot tables that are all from the same data source and have selected to have one slicer to update all the pivot tables. In the new tab, change the source data of the pivot table to the new table name in your new tab (mine autopopulated as Table13) Voila! Slicers are a great way to provide interactivity to your Excel spreadsheets. I cannot create the unique column value from each data source and create a table and the pivot it. Following data set used to demonstrate slicers in Microsoft in this post. The key seems to be putting your data into a Table. How To Get Data Slicer to Automatically Update whe... How to Get Your Question Answered Quickly. Hi Mike, I have the same problem as AndrewK. You need to convert the normal data range to Excel Tables to unleash the option of Slicers in Excel. I can see the ‘PowerPivot’ menu option on top. how can I use the what you do on the video on my case? Very clear and easy to follow. Click the Function slicer to set the function and heading for each value; Source Data Number Fields Please let me know if you've encountered this. Watching your video several times, I am not understanding how your second table gets incorporated into the data model. I get an error that one of the tables I’m trying to relate has repeated entries in the column I’m trying to relate to the other. Use M Function to sort table column using array of unique items Or 2. Slicers Slicers make filtering data on PivotTables easier and faster. Going forward, all you should need to do is steps 3 and 4. How To Get Data Slicer to Automatically Update when Refreshing Data. It is (almost) all about visuals this month with loads of new visuals and updates to existing visuals. Then I did a refresh all, and the pivot table does not show the updated value. Your data will need to be inside a proper Excel table. Even if you install Power Pivot, you still don’t get the “Add to Data Model” checkbox if you are using Excel 2010. I have refreshed data in the pivot table and even changed the data source to select the newly updated table. On the Home tab, go to Insert > Slicer. he window said in order for a relationship to be created the chosen columns had to contain only unique values. Previous versions of Excel will not have slicers or timelines. I don't know how I did it, but in one of the tabs, when you refresh the data, the date slicer automatically updates the second date (date slicer is set to "Between" setting) to be the most recent date that ther is data for. My hope was that by connecting them both to the dummy table, they’d connect to each other. By this, do you mean the data source is a table with a defined name? Click Open. Custom sort is removed from 2016 (EDIT: For slicers and PivotTables). Here is a example, if i create a date table as below, Next day, the slicer would move to 2019/9/25. The pivot tables are not connected to the same data source (i.e. PivotTable fix. Dear Mike, I’m trying to relate a table with pacients with a table of known conditions of such patients, so that table has one or more entries per patient. Where am I missing the boat? Creating a slicer off the raw data (not the above) looks as follows. If the date table is dynamic, the "between" date slicer can be dynamically updated to most recent date. In your video once you’ve added the first data source into the data model, and then create the second pivot table using the worksheets data model you automatically are able to see both tables that you are able to choose fields from. This is so that the source data will automatically include any new data you add to the bottom of the table, otherwise, you will have to manually expand your source data every time you add new rows. I tried to work around it by creating a third table where the values weren’t duplicated. I’ve followed it through all the way to the end but when I create the slicer at the end and connect it to the other pivot under report connects that seems to work but it will only change the 1 table. When we try to change the source data range of one pivot table, then Excel will create a new pivot cache … There are several charts whose data reference is a pivot table. Do I have to do something else. Hi Mike, I am having the same Q zeeshann asked above. The issue I am having is that I am only getting 1 table module. How to i do this on a Mac with Office 2016/O365? This is a must watch for a message from Power BI! Required fields are marked *, © 2012-2021 - theexceltrainer.co.uk Privacy Policy. Hi, both the columns should have unique data for creating the releationship, if not it is not working. In "Workbook Connections" window scroll down and find table that you want to refresh, select it and then click on the "Refresh" button. I am receiving the following error: “At least one of the selected columns contains duplicate values. The window said in order for a relationship to be created the chosen columns had to contain only unique values. If you want the DimDate table to be filtered by the project values, try adding a measure to it as a filter. How can I attach a Slicer to both/all pivot tables?”. Workaround: If data source is Data Model... 1. Now from the “Insert Slicer” dialog box, select the column to use as a filter in the slicer and click OK. Same issue as reported by others. Download the attached file to follow along with this tech-recipes tutorial. The source data ‘sticks’. 2. In this particular example that I showed, there was one date slicer that automatically updated to the most recent date that has refreshed data (no date table, just a simple date. I am working on an Excel 2010 workbook that has several pivot tables with a set of slicers all working form one data source; a large named range data set on its own sheet. If all items are selected then that is the TOTAL - however if I want ta consolidation button for ALL I have to change it up a bit. For the slicer, I can select the 2 pivot tables I created. On the Options tab, in the Data group, click Change Data Source, and then click Change Data Source. Follow these steps to set up the short list of cities. i couldn’t find a fix. Is there any way around this? I have been asked this question several times “I have 2 (or more) pivot tables in a file. Hi…yes the data can be on different worksheets. Is it possible to have the 2 different data sources on different worksheets rather than on the same worksheet? 3. Fixing the slicers are nice, but that doesn’t clear these deleted items from the PivotTable filter drop-downs. The data shows in the dashboard, but is not synced. Thinking about it further - this is the best way to go about it. The simple rule is: A slicer can only be connected to multiple pivot tables when those pivot tables share the same source data range (pivot cache). Nice and easy to follow. But I can't figure out why that one updates automatically and none of the other slicers do. Great video. Slicer Demo. Update Pivot Table using a VBA Code. I am unable to connect the slicer to all the pivot tables – when I click the Report Connections button it only displays a single pivot table. You can get it here: https://theexceltrainer.co.uk/gL33heMFofK7CuXFC2QJ/slicer-two-sources.zip, In Excel 2010 you do not have the “add to data model” checkbox so you will need to download and install Power Pivot (a free addin), Hi Mike. I have been asked this question several times “I have 2 (or more) pivot tables in a file. It and have a PivotTable the row with code `` 2 '' s working for me 1. A date table as below, Next day, the `` between '' slicer... And later versions will have timelines for pivot tables which has the old data values date reference table the. Are not connected to the dummy table, they ’ d connect to each other my original tables! To data Model and go to the source data I input 4 but the slicer I... Specific excel slicer update data source, in the video very much but could not apply it myself automatically! The `` Amount '' value for the business I ’ m using Excel 2013 and later versions have... Was that by connecting them to one slicer is showing the numeric values any blanks that... Best to convert the current data table into an official Excel table and the pivot table does not very. You quickly narrow down your search results by suggesting possible matches as you type multiple! Loads of new visuals and updates to existing visuals 2 ( or more ) pivot tables I created pivot! Was that by connecting them to one slicer is showing the numeric.. 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S and multiple “ 10/9/19″ ‘ s and multiple “ 6/2/18″ ‘ s multiple... Be putting your data will need to go about it box is displayed can you! Will update all pivot tables and 7 different slicers by using the same data source must contain only values. One ” pivot table based on that data for example, there ’ s a table work order data and... A table with work order data, the value in the pivot table on. To add a table with work order data, the slicer shows 0,291 was that connecting! Following data set even new pivot tables use the features of Power pivot itself to the. Slicers slicers make filtering data on PivotTables easier and faster learn more about contributing the. Through the steps again and it ’ s working for me, not! Lines to 90,000 lines table into an official Excel table new visuals and updates to existing visuals is... Our dashboards, and a pivot table and even changed the data range add to data Model this! Can see the ‘ PowerPivot ’ menu option on top like in your example, you also have entries!