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martinsstamguts's avatar
martinsstamguts
Copper Contributor
Apr 28, 2020

Filtering in Pivot

Hello!
I have created a Pivot table, where I need filtering. Problem - if field is moved to Filtering section it is automatically removed from Rows section. How to create Filtering without disrupting main pivot table?
Aim is that user could filter out specific client and then extract content of this table and paste it in e-mail or other document, where information is still nicely presented.
For regular user it is not convenient to do filtering directly from Row section filters, especially if table is read only and stored in Cloud.
Maybe some kind macros should be created, but I have 0 knowledge about that. Basically I'm looking for some kind search box or something like that.
Thank you for any ideas.

6 Replies

    • martinsstamguts's avatar
      martinsstamguts
      Copper Contributor

      SergeiBaklan Thank you for answer. Unfortunately slicer will work if there are just few clients...in my company we have hundreds 😞 User will be forced to scroll down in order to find proper one.

      • SergeiBaklan's avatar
        SergeiBaklan
        Diamond Contributor

        martinsstamguts 

        I see, when helper column. By the way, you could use "nested" slicers, e.g. put on top slicer with groups or simply with first letter in name (alphabet), but that also requires helper columns, preferably in data model.

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