Forum Discussion
"Include new items in manual filter" greyed out if the field is in the filter area of a pivot table
djclements Thanks for your reply. Honestly, I'm not quite certain what I'm using. It's not a basic pivot table where the source is a table of data somewhere in the spreadsheet. It's a mechanism provided by our helpful IT guy to allow us to get data from the data warehouse into Excel. It looks and acts just like a normal pivot table, but the data connection says the connection type is "OLAP query".
PaulMBACB Sorry, I'm not able to test Power View with an OLAP query on my system. You could pass my suggestion on to your IT guy and see if it's feasible, or wait for someone else to reply here.
Best regards.
- PaulMBACBNov 30, 2023Copper ContributorOK - thanks
- SergeiBaklanNov 30, 2023Diamond Contributor
In general based on data model PivotTable shall keep filters, e.g.
before
after adding new records and refresh
labels are added and filter is kept
and that is OLAP query to local data model
Right now I can't test the same with the external cube, i.e. may connect to some but can't add extra records toc heck the PivotTable behaviour.
- djclementsDec 01, 2023Bronze Contributor
SergeiBaklan If I'm not mistaken, I believe PaulMBACB is asking about the "Include new items in manual filter" setting, which is greyed-out when the field is placed in the "Filters" area of the pivot table, as shown below:
Pivot Table Filters Area
Field Settings Greyed-Out
I was able to reproduce this behavior using Power Pivot. Perhaps it's a result of using the Data Model as the pivot table data source, although I was not able to test this theory further.