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Abstract 

In this video, we show you how to filter your pivot table with row or column labels.

Transcript 

When you add a field as a row or column label in a pivot table, you automatically get the ability to filter the results in the table by items that appear in that field.

Let’s take a look.

This pivot table is displaying just one field: Total Sales. After we add Product as a row label, notice that a drop-down arrow appears in the header area.

When we open this menu, we see a variety of filter options. The simplest way to filter is to simply include or exclude items by using the checklist that appears below. This is called "Manual Filtering," and we can select any combination of items that makes sense.

When we click OK, notice that once a filter is applied the drop-down arrow now shows a filter icon, indicating that the field is being filtered. To quickly clear the filter, click the arrow and choose Clear Filter from the menu.

You can also use the search box to filter for partial matches. For example, we can enter “dark” in the searchbox, then click OK to show all products that contain the word “dark”. The current filter can also be extended. For example, we can type “white” in the searchbox, then use “add current selection to filter”. This modifies the filter to also include products that contain the word “white”.

Let’s clear the filter.

There are many options for filtering labels under the “Label Filters” menu item. For example, we can filter on products that begin with “chocolate”. Or products that end with “chocolate”.

Filtering on column label fields works the same way. If we add City as a column label field, we see the familiar drop-down menu next to the field name. Just like row labels, we can filter column labels to show any combination of cities we need.

When you are using multiple filters, you can use the Clear command on the Options tab of the PivotTable Tools Ribbon to clear all filters at once. 

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AuthorMicrosoft Most Valuable Professional Award

Dave Bruns

Hi - I'm Dave Bruns, and I run Exceljet with my wife, Lisa. Our goal is to help you work faster in Excel. We create short videos, and clear examples of formulas, functions, pivot tables, conditional formatting, and charts.