Pivot Table and Slicers

[marshak]

Hi all!

I need some help. I have a report that I am doing (tons of data), so I created a pivot table to analyze the data. I have two columns in my pivot table:

1. Customer
2. Sum of Invoices

It might be helpful to know that some customers show up multiple times. However, the pivot table enables me to see how much each customer has been billed.

I have even created a dashboard with great charts, filtering by years, etc. Here's my issue:

I need to be able to show which customers have been billed over $150,000, $100,000, $50,000, $25,000, $10,000, etc.

How can I show this in my pivot table? I know that I can use Filter/Value Filters and show value greater than $150,000 (for example), but is there a way to create a slicer that I can click on...and the slicers will read:

Billed Over $150,000, Billed Over $100,000, Billed Over $50,000, etc.?

And once I click on the slicer, my pivot table will filter itself to show what's been clicked (customers Billed Over $150,000, for example)?

 

[Alice Morland]

Hi Marshak,

That's a great question! I'd say, use the magic of Data Model In short:

- Add that report to the Data Model (if you don't know how, ask/Google, please);
- in the report, add three measures (pretty sure you could do with fewer, but that's what I came up with) that result in one beautiful slicer; I've based them on the logic that each customer has an invoice number.

Check out my solution.

https://eu.syncplicity.com/share/wwehdxdiph9p08n/Sample Total Customers Slicer

Good luck,

Alice

 

[marshak]

Thank you soooo much, Alice! Works brilliantly!!