Forum Discussion
Advanced Slicer Help Please
What I'm trying to do is either have a drop down or slicer on one main page that will allow selection of all our three main services that will dynamically update the data upon selection.
I would like to keep it in the slicer format as the ones I have in each tab, BUT...instead of having a tab for each service. **I WANT TO consolidate the subservices into three main services: **
- consulting
- Brokerage
- Valuations
Perhaps…. break the main clean data table into smaller tables and connect them with PWR Query/ PWR PIVOT to form relational data table connections??? Would need help/guidance on this one please.
Regarding the sales rep names, they have been randomly made up using some website name generator. I will resort to generic initials or names colors moving forward. To reduce any confusion. Thank you again.
Thanks Everyone, I look forward to reading your replies as I like learning new ways of doing things!!
Best,
Username
I don't know about other potential helpers here, but I am not at all sure how to navigate the workbook(s) you've shared.
Normally (to the extent there is a "normal"), when someone comes seeking help in slicing or filtering, I would expect to see a single large table of data that will serve as the source. That's not the case, not at all, with what you've posted. There are an "Original Data Table" and a "Cleaned Data Rep Prod Index" tab... what is one to make of them? There are also multiple tabs, labelled in various ways--almost as if they've already by separated out as you desire.
So I for one would appreciate an explanation of how all of this relates to the desired outcomes you've already described. It's no doubt totally clear in your own mind, but I think you're taking for granted that it will be obvious to all of us seeing it for the first time.
- mtarlerMay 28, 2022Silver Contributor
mathetes What I THINK he is looking for is: Presently there is a master table with many COLUMNS of data. The sub tabs break the table up and do filter and such for specific COLUMNS. Instead of have many tabs to individually show individual columns he wants to know if there is a SLICER for columns. Is that basically right Scott_Appleton_HSDPT ?
So I don't know of any good tricks to do that using Pivot Tables and far from an expert with Power Query. So the Only solution I could come up with would be using cell formulas like INDEX and FILTER and used some Lambda and its helpers. Is this something close? Look at the Master Lookup tab- Scott_Appleton_HSDPTJun 08, 2022Copper Contributor
- mtarlerJun 08, 2022Silver Contributorinteresting you seem to be just a little behind since you DO have LET() but don't have LAMBDA(). Go to File, Account, and that is where you can see what build of Excel you have. AND there is a button Update Options and you can try the Update Now option.
- Scott_Appleton_HSDPTJun 08, 2022Copper ContributorThis would be perfect except that when I change the dropdown to another category the data errors out. Any solution? Thank you so much!
- mtarlerJun 08, 2022Silver Contributor
Scott_Appleton_HSDPT I'm not sure what issue you are having. It is working on myside. You did tag Microsoft 365 but I suppose I should verify that your Excel is up to date. Cell A6 should have a LET() function but if you see something like xlfn___ in front of it that means your version of Excel is not up to date and doesn't support that function. Here is a good image of how my version looks:
- Scott_Appleton_HSDPTJun 08, 2022Copper ContributorWow impressive work. Thank you. It's exactly what I was looking for. Neat idea.