Forum Discussion
"Include new items in manual filter" greyed out if the field is in the filter area of a pivot table
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.
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.
- PaulMBACBDec 01, 2023Copper Contributordjclements Yes, thanks for the clarification. It is when the field in question is in the filters area of the pivot.
- SergeiBaklanDec 02, 2023Diamond Contributor
I misunderstood the task, sorry.
If we need to filter only one value, workaround could be not add such field to filters and no use manual filter, use Label Filters with Does Not Equal
In the sample I added not equal to "b". As you may see it's checked in manual filter, but PivotTable is filtered on it and added field values will be checked
Perhaps you don't need such field in PivotTable, when you may hide column with it.
If above is not suitable when only to work with data model. Here it depends do you work with local one or with external cube. If the latest instead of default "Model" in command text of connection you may define proper MDX query. However, not simple task if you never worked with MDX.
- sarahbaker1Aug 15, 2024Copper Contributor
This is the problem I am referring to when I say the Pivot table Field Settings are greyed out and won't allow me to change. Not sure if it was last person's problem. But can someone help with this?