excel slicer update data source

Whenever you refresh data, Power BI must query the underlying data sources, possibly load the source data into a dataset, and then update any visualizations in your reports or dashboards that rely on the updated dataset. In the Insert Slicers dialog box, select the check boxes for the fields you want to display, then select OK. A slicer will be created for every field that you selected. I can see the ‘PowerPivot’ menu option on top. However, now I have the same problem as Richard. But slicer changes values in “ONE” pivot table only. >> if i base the pivot table on a named table data set even new pivot tables use the old data values. How would I get around this error? I am unable to connect the slicer to all the pivot tables – when I click the Report Connections button it only displays a single pivot table. Visuals, visuals, visuals. Creating a slicer off the raw data (not the above) looks as follows. I have different pivot tables/charts with different data sources in my worksheet and I was looking for a way to change the date once and have all the charts change and display the data for that chosen date. Now from the “Insert Slicer” dialog box, select the column to use as a filter in the slicer and click OK. In the new tab, change the source data of the pivot table to the new table name in your new tab (mine autopopulated as Table13) Voila! Office) as the Slicer field. Now I want the slicers in my other tabs to do the same thing, but I have no idea how (the data in the other tabs come from different data sources). Slicers are a great way to provide interactivity to your Excel spreadsheets. Some slicer values have up to a dozen decimals and it does not look very good. I tried replicating so that the date fields were in the same format, but that didn't work. I have refreshed data in the pivot table and even changed the data source to select the newly updated table. The slicer is for reporting on the change of months. On the Home tab, go to Insert > Slicer. How To Get Data Slicer to Automatically Update whe... How to Get Your Question Answered Quickly. This is so that the source data will automatically include any new data you add to the bottom of the table, otherwise, you will have to manually expand your source data every time you add new rows. We have been using a different date reference table to create time series graphs, cycle times,etc. I am having a problem getting this to work. First of all, excellent video. Workaround: If data source is Data Model... 1. They allow you to ditch the need for drop-down lists and instead give your users the ease of simply selecting a button to filter/change the displayed data. You can use this technique in your own workbook, using other types of data. How To Add A Slicer To A Table. Could be a bug? each one is associated with a different table within the workbook). Click the Function slicer to set the function and headings. 4. I only still see the original table in mine. Dear Mike, The Change PivotTable Data source dialog box is displayed. There’ll be two tabs: Active and All. Sometimes you don’t want Slicers to hold onto deleted items, especially in cases where the options shown in the slicer change regularly. Is there any way around this? Excel Slicers – 2 Pivot Tables Based on Different Data Sources. I have created around 9 different pivot tables and 7 different slicers by using the same raw data. How can I attach a Slicer to both/all pivot tables?”. Your data will need to be inside a proper Excel table. Required fields are marked *, © 2012-2021 - theexceltrainer.co.uk    Privacy Policy. How to i do this on a Mac with Office 2016/O365? Click the Function slicer to set the function and heading for each value; Source Data Number Fields how can I use the what you do on the video on my case? Nice and easy to follow. To create a PivotChart, you need to have a PivotTable. Please show more detials so that i can help you better. Both selected columns must contain only unique values to create a relationship between the tables.”. Is there any way around this? I get an error that one of the tables I’m trying to relate has repeated entries in the column I’m trying to relate to the other. 2. Excel – Import a List of Tasks into Outlook, Excel – NEW in March 2018: Geography and Stock Data Types, Excel – Create a Pivot Table Using Excel Online, Excel Slicers – 2 Pivot Tables Based on Different Data Sources. You can get it here: https://theexceltrainer.co.uk/gL33heMFofK7CuXFC2QJ/slicer-two-sources.zip, In Excel 2010 you do not have the “add to data model” checkbox so you will need to download and install Power Pivot (a free addin), Hi Mike. Is it possible to have the 2 different data sources on different worksheets rather than on the same worksheet? Do I have to do something else. Here is a example, if i create a date table as below, Next day, the slicer would move to 2019/9/25. Slicers Are Great, But Have Limitations. I cannot create the unique column value from each data source and create a table and the pivot it. There are several charts whose data reference is a pivot table. The checkbox was added in 2013 to make it easier to create pivot tables from multiple data sources. I’ve uploaded the file used in the video if you want to download it and have a play. Your email address will not be published. Update Excel Slicers with Macro Workbook Setup. Choose the second tab (called Data Model) and choose Tables In This Workbook Data Model. Any suggestions you may have would be appreciated. As my data source has multiple sheet and then connecting them to one slicer is being difficult. Click here to read more about the December 2020 Updates! The window said in order for a relationship to be created the chosen columns had to contain only unique values. I’m using Excel 2013 and slicers. If you want the DimDate table to be filtered by the project values, try adding a measure to it as a filter. I followed/watched the video multiple time. https://theexceltrainer.co.uk/gL33heMFofK7CuXFC2QJ/slicer-two-sources.zip. My issue is that it seems my second data source is not automatically being added into the data model. First of all, take two or more pivot tables to connect a slicer. Be careful in this dialog. When we try to change the source data range of one pivot table, then Excel will create a new pivot cache … With the advent of Power Pivot there is a way to have separate tables that share a common field and link that field in … So here is the … Hi Mike, I have the same problem as AndrewK. However, I did hit your problem when I created the slicer if the cursor was in the FIRST pivot table at the time I created the slicer and I used the “related field” (i.e. Notice the decrease in the Grand Total due to omitting the two salespeople. I’ve followed it through all the way to the end but when I create the slicer at the end and connect it to the other pivot under report connects that seems to work but it will only change the 1 table. Am I missing something ? Hi…yes the data can be on different worksheets. hi. I’m trying to relate a table with pacients with a table of known conditions of such patients, so that table has one or more entries per patient. In this particular example that I showed, there was one date slicer that automatically updated to the most recent date that has refreshed data (no date table, just a simple date. The source data ‘sticks’. Even if you install Power Pivot, you still don’t get the “Add to Data Model” checkbox if you are using Excel 2010. I have created a dashboard with many slicers. Cascading of slicers updates itself based on the filter selection. Download the attached file to follow along with this tech-recipes tutorial. Select any random cell in the Microsoft Excel table and go to the Design tab. Very clear and easy to follow. Step 2: Click on OK it will create a table for you. Most of the people love to use VBA codes. In this example, there’s a table with work order data, and a pivot table based on that data. From here, go to Analyze → Filter → Insert Slicer. Thinking about it further - this is the best way to go about it. Power BI is getting a shiny new icon and we are adding a dismiss option to the Power BI Desktop splash screen. The pivot tables are not connected to the same data source (i.e. I am working on an Excel 2010 workbook that has several pivot tables with a set of slicers all working form one data source; a large named range data set on its own sheet. Slicer Demo. It is (almost) all about visuals this month with loads of new visuals and updates to existing visuals. it doesnt work on my mac. I have been trying to do this for a few days now and this saved me from having to trash my spreadsheet and start over! Great video. Click here to read the latest blog and learn more about contributing to the Power BI blog! Also you must not have any blanks in that column. The pivot tables are not connected to the same data source (i.e. Do one of the following: To use a different Excel table or cell range, click Select a table or range, and then enter the first cell in the Table/Range text box. thanks, Does this apply to two pivot tables created from different SQL tables that share one field with the same items, Hi Mike, you video is exactly what I was looking for and trying to do. Im working on a dashboard with multiple tabs and various data sources. The only problem with your solution is it is going to affect a lot of other dashboards that we have built for a client. Marcus Small. In you date table, are there dates until most recent date or until the current year end? Hi, both the columns should have unique data for creating the releationship, if not it is not working. Connect Slicer to Multiple Data Sources. For the slicer, I can select the 2 pivot tables I created. Great vid, wish my company allowed me to install excel 2013 or the plugin you recommended for excel 2010. Custom sort is removed from 2016 (EDIT: For slicers and PivotTables). Slicer changes only 1 value. Thanks for the response Maggie! You need to convert the normal data range to Excel Tables to unleash the option of Slicers in Excel. All the pivot tables have been connected to all the slicers. Click a button on the Group Slicer, to quickly show those fields in the pivot table. That essentially accomplishes what I want to accomplish. I don't know how I did it, but in one of the tabs, when you refresh the data, the date slicer automatically updates the second date (date slicer is set to "Between" setting) to be the most recent date that ther is data for. i read somewhere that this was a windows-only feature, but that thread was 2 years ago.. does mac still not have this data table feature? Fixing the slicers are nice, but that doesn’t clear these deleted items from the PivotTable filter drop-downs. I have been asked this question several times “I have 2 (or more) pivot tables in a file. Slicers are Filters, but allows you to Follow these steps to set up the short list of cities. Then I did a refresh all, and the pivot table does not show the updated value. Click Open. There are two Slicers above the pivot table: Click the Group Slicer, to quickly show values from the selected category. In this example, there’s a table with work order data, and a pivot table based on that data. The only workaround I can think of is to use VLOOKUPS to combine the data into a single data source and create your pivot tables and slicers based on that. PivotTable fix. To do this we need to go into the PivotTable Options and look at the Data tab. Macro will update all pivot tables which has the old source data with the new source data I input 4. Unfortunately it is not possible to do this on a Mac – the feature is not currently supported. I have a set of pivot tables that are all from the same data source and have selected to have one slicer to update all the pivot tables. My common variables which I would like to create the slicers off of are definitely not unique. I don't know how I did it, but in one of the tabs, when you refresh the data, the date slicer automatically updates the second date (date slicer is set to "Between" setting) to be the most recent date that ther is data for. In the past a slicer could connect to multiple pivot tables provided those pivot tables shared the same source data. Where am I missing the boat? But I can't figure out why that one updates automatically and none of the other slicers do. The data shows in the dashboard, but is not synced. Build a Pivot Table. Please let me know if you've encountered this. What if the relationship between the two tables is the row labels and is the value you are trying to sum up. I am receiving the following error: “At least one of the selected columns contains duplicate values. For example, in the picture below, the most recent date that I have data for is 9/19 and the date slicer automatically moved … From the Insert tab, choose Slicer. Or do I need to copy the solution you recommended for Mac users? Do you know if this is just impossible if my original 2 tables have duplicate values? But if I interact with the slicer, even just to click "2" again, the value in the pivot table updates. However, it looks like in your example, you also have non-unique entries for “Office” in your Employees tables. Clicking any of the slicer buttons will automatically apply that filter to the linked table or PivotTable. he window said in order for a relationship to be created the chosen columns had to contain only unique values. This is a must watch for a message from Power BI! i couldn’t find a fix. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. I tried to work around it by creating a third table where the values weren’t duplicated. Multiple “10/9/19″‘s and multiple “6/2/18″‘s. Excel opens the Insert Slicers dialog. Your email address will not be published. Im working on a dashboard with multiple tabs and various data sources. The issue I am having is that I am only getting 1 table module. So even though it says 29,1% in the column in the pivot table, the slicer shows 0,291. File: Excel PivotTables 2019 Page 14 of 53 11/01/19 11. Hi Richard. Source Data Table. My hope was that by connecting them both to the dummy table, they’d connect to each other. Choose the tab for All and scroll down to the Sectors table. In "Workbook Connections" window scroll down and find table that you want to refresh, select it and then click on the "Refresh" button. VI. Data Set. Can you guide what might be the issue???? After that, select a cell in any of the pivot tables. I’m using Office 365. Followed each step mentioned till the end & completed without any errors. The simple rule is: A slicer can only be connected to multiple pivot tables when those pivot tables share the same source data range (pivot cache). Do You Want Early Access to Excel Updates? In your video once you’ve added the first data source into the data model, and then create the second pivot table using the worksheets data model you automatically are able to see both tables that you are able to choose fields from. Also, we are helping users getting started with the introduction of canvas watermarks. Create a Short List of Cities. 1. Hi Mike. I really have no clue why it's doing this for one of the date slicers, but not the others. Even after adding PowerPivot add-in I can’t see “add to data model” checkbox. If all items are selected then that is the TOTAL - however if I want ta consolidation button for ALL I have to change it up a bit. Watching your video several times, I am not understanding how your second table gets incorporated into the data model. The key seems to be putting your data into a Table. Excel allows you to connect a slicer to multiple data sources using the power of Power Pivot. Same issue as reported by others. Before that, it would be best to convert the current data table into an official Excel table. We have date tables for most of our dashboards, and setting the second date TODAY() is what we need! Sorry I don’t think I made it clear. Slicers Slicers make filtering data on PivotTables easier and faster. My goal is to create a dashboard to summarise some information for the business I’m working at. I am using a raw data (source data) which fluctuates every week from 60,000 lines to 90,000 lines. This is wonderful, thank you! Mark your calendars and join us for our next Power BI Dev Camp!. I have just been through the steps again and it’s working for me. Following data set used to demonstrate slicers in Microsoft in this post. Excel for Office 365 or Excel 2013 and later versions will have timelines for pivot tables. When you click Refresh, it will go back to the Raw data source and check for updates, apply the query changes from Power Query, then calculate that DAX tables and columns and THEN apply the slicer selections. Is there a solution to this? It will take a few additional steps and workarounds, but definitely the best option. 2. Here you will see an item that says “Retain items deleted from the data source” with a combobox for you to set the number of items to retain per field: For this specific dashboard, we aren't using a date reference table, because we want to show to different dates in our dashboard - one for when ticket is submitted , and one for when it is closed, which come from the same data query. Going forward, all you should need to do is steps 3 and 4. Can you suggest something for me please. Even though both are selected, it only changes the pivot table that I clicked on to make the slicer. I liked the video very much but could not apply it myself. How To Get Data Slicer to Automatically Update when Refreshing Data. The columns I selected contained duplicate dates (i.e. I believe it's because PowerQuery (Get & Transform) comes standard with Excel 2016 and Pivots can be based on DataModel loaded from the query. Thanks! The data source is in percent but the slicer is showing the numeric values. I have been asked this question several times “I have 2 (or more) pivot tables in a file. Hence the need of being able to link 2 pivot tables based on diffrent datatables so that they synchronise (not necessarily through a slicer) and you maintain the use of calculated fields. Excel opens the Existing Connections dialog box. For example, in the picture below, the most recent date that I have data for is 9/19 and the date slicer automatically moved from 8/20 to 9/19 based on the data after . Hi Mike, I am having the same Q zeeshann asked above. You will need to use the features of Power Pivot itself. I created the pivot tables exactly how you did. Then I went to the source data table and changed the "Amount" value for the row with code "2". Whenever I change or add more data, the dashboard slicers do not update properly and sync. By this, do you mean the data source is a table with a defined name? On the Options tab, in the Data group, click Change Data Source, and then click Change Data Source. Insert Slicer – Excel Table. To stop Excel from showing deleted items in a Slicer, first select the Slicer and then click Slicer Tools > Options > Slicer > Slicer Settings.You should then be able to untick Show items deleted from the data source and click OK. Then I added a relationship for Table 1 to the dummy table and another relationship of Table 2 to the dummy table. The PivotTable will adjust to reflect your changes. For example, State is one of the variables, and I might have 20 entries for one specific state, in each dataset. The can have non-unique values in the column used in the relationship but only in the table that is not being used at the lookup table. Use M Function to sort table column using array of unique items Or 2. It’s the second set of data/pivot table that is not creating a table. Is there any other workaround for excel 2010 that does not involve a plugin? Excel for Office 365 or Excel 2013 and later versions will have slicers for tables. 3. Step 1: Select the entire data and press Ctrl + T to add a table to the data range. Hi, I put together a code from reference online to: 1. use input boxes to input the old source data 2. use input boxes to input the new source data 3. When the slicer filter values are changed these charts update themselves. If the date table is dynamic, the "between" date slicer can be dynamically updated to most recent date. Previous versions of Excel will not have slicers or timelines. It looks like it should work. Update Pivot Table using a VBA Code. May 19, 2020. Frustrated..I am running Professional Plus 2013. The relationship needs unique values in one of the tables. Linking different datatables is great and the slicer will work fine, however … that blocks the use of calculated fields in the pivot tables. each one is associated with a different table within the workbook). I tried copy/pasting the date slicer from one tab to the other tab and that didn't work. However when I have tried this in Excel 2013 and 2016 I could relate the single slicer to both pivot tables but only the one pivot table changes. To do "Selective data refresh"in any worksheet with Portfolio Slicer reports choose menu item "Data" and then click on "Connections" button. I tried following the steps in your video, based the pivot table data on the workbook’s data model, then attempted to create a the relationship between two different pivot tables in my workbook but excel wouldn’t let me complete the action because the columns both contained duplicate values. Jul 9, 2017 | 29 comments. ) all about visuals this month with loads of new visuals and updates existing... Very good the DimDate table to the other tab and that did work! Are marked *, © 2012-2021 - theexceltrainer.co.uk Privacy Policy around it by creating a slicer could to. For slicers and PivotTables ) the best option Excel allows you to connect a slicer off raw. The PivotTable Options and look at the data Model you 've encountered this values to create the are. Code `` 2 '', both the columns should have unique data for creating releationship. But could not apply it myself are definitely not unique not update properly and sync it to... Is dynamic, the slicer would move to 2019/9/25 ve uploaded the file used in the dashboard slicers do slicer..., you need to do is steps 3 and 4 to copy the you... What we need to be inside a proper Excel table box is displayed a Mac the.: Excel PivotTables 2019 Page 14 of 53 11/01/19 11 are changed these charts update themselves each value ; data. Click a button on the Options tab, go to the same data source duplicate values two or more pivot. Other workaround for Excel 2010 that does not involve a plugin going to affect lot... From 60,000 lines to 90,000 lines have no clue why it 's doing for. The newly updated table BI blog in each dataset download it and have a PivotTable my issue is that seems. Selected columns must contain only unique values in “ one ” pivot based... Issue I am having the same problem as Richard second set of data/pivot table that I on. Went to the excel slicer update data source of Power pivot > > if I base the pivot table on a Mac – feature! Group slicer, to quickly show excel slicer update data source fields in the video on my?! Further - this is the row with code `` 2 '' % in the past a slicer the! M Function to sort table column using array of unique items or 2 set even new pivot are! Table module into the data Group, click Change data source is not being... Steps 3 and 4 removed from 2016 ( EDIT: for slicers and PivotTables.. The ‘ PowerPivot ’ menu option on top changes values in “ one ” pivot based. Of Excel will not have slicers or timelines row labels and is the value the! Insert > slicer changed these charts update themselves m using Excel 2013 and slicers be created the columns! Filter drop-downs could connect to multiple data sources connect a slicer could connect to pivot... This to work around it by creating a third table where the values weren t. 'Ve encountered this 2010 that does not look very good ( called data...... Data for creating the releationship, if not it is not possible to do this on a excel slicer update data source the! Or add more data, the slicer buttons will automatically apply that filter to the Power BI scroll down the! Though both are selected, it only changes the pivot table that I clicked to...? ” Number fields visuals, visuals, visuals, visuals slicer would move to.., select a cell in the pivot table that I can help you.... Value in the column in the pivot tables in this example, there ’ ll be two tabs: and! Show the updated value one updates automatically and none of the pivot table: click the Group,..., Next day, the slicer shows 0,291 slicer, I have been a... For most of our dashboards, and then connecting them both to the data source has multiple and... N'T work am not understanding how your second table gets incorporated into the data Model and... It as a filter BI blog in Microsoft in this example, you also have non-unique entries one! This tech-recipes tutorial value for the slicer filter values are changed these charts themselves. The latest blog and learn more about contributing to the Power BI Camp! A PivotTable weren ’ t think I made it clear due to omitting the two.! Click the Function and heading for each value ; source data if I the! Every week from 60,000 lines to 90,000 lines you should need to go about it further - this the... Having is that I clicked on to make it easier to create a PivotChart, you need to be a... Started with the new source data table into an official Excel table Office 2016/O365 for on! Most of the variables, and a pivot table that I am receiving the following:! To work does not look very good best way to go about it but is automatically... How to I do this on a named table data set even new pivot tables are not connected to the! Question several times, I am not understanding how your second table gets into! The `` between '' date slicer from one tab to the Sectors table at the data range now... More ) pivot tables provided those pivot tables provided those pivot tables are not connected the..., now I have 2 ( or more ) pivot tables for Office! A message from Power BI Desktop splash screen my hope was that by connecting them both to the table... Updated to most recent date or until the current year end '' again, the slicer, quickly. Have any blanks in that column only changes the pivot tables provided those pivot tables I created the tables. Feature is not possible to have the 2 different data sources using the Power of pivot. Table that I clicked on to make it easier to create a dashboard to some!, and I might have 20 entries for “ Office ” in your own workbook, other! So even though it says 29,1 % in the pivot table and the tables... Labels and is the … excel slicer update data source ’ m working at on OK it will take a few additional steps workarounds. More ) pivot tables in this example, there ’ ll be two tabs: Active and.. The Grand Total due to omitting the two tables is the row code... Should have unique data for creating the releationship, if not it is ( almost ) all about this. Of Power pivot `` 2 '' data range slicers by using the same?. Dismiss option to the Design tab a play Home tab, in the past a slicer could connect each! Apply that filter to the source data ) which fluctuates every week from 60,000 lines to 90,000 lines this do. Tables use the old source data ) which fluctuates every week from 60,000 lines to 90,000.! Added a relationship to be created the pivot tables in a file I use the you. Incorporated into the data range using other types of data so here is the I. Of 53 11/01/19 11 both the columns I selected contained duplicate dates ( i.e box displayed!, are there dates until most recent date or until the current year end changed! Unique items or 2 watching your video several times “ I have just been through the steps and! To follow along with this tech-recipes tutorial versions of Excel will not have any blanks that. Use VBA codes calendars and join us for our Next Power BI am not understanding how second... A date table is dynamic, the dashboard slicers do by creating a table I selected contained duplicate dates i.e. These charts update themselves PowerPivot add-in I can see the ‘ PowerPivot ’ menu option on top easier faster... Shows 0,291 table 1 to the linked table or PivotTable associated with a defined name you recommended for users. Sort is removed from 2016 ( EDIT: for slicers and PivotTables ) this for one of people. Past a slicer to both/all pivot tables though both are excel slicer update data source, it would be best convert... Values from the selected category, both the columns should have unique data for the! ) looks as follows both to the dummy table click a button on the tab! Was that by connecting them to one slicer is for reporting on the data... Selected, it looks like in your own workbook, using other types of data are great... Do is steps 3 and 4 custom sort is removed from 2016 ( EDIT: slicers. With your solution is it is ( almost ) all about visuals this month with loads of visuals...... how to Get data slicer to both/all pivot tables in this post a table official... To omitting the two tables is the value you are trying to sum up slicers timelines. Second set of data/pivot table that is not creating a third table where the values weren ’ t.. To 90,000 lines dashboard, but is not creating a third table where values... Quickly narrow down your search results by suggesting possible matches as you type to quickly show those in! Look at the data Model ” checkbox Group, click Change data source ( i.e the data Group, Change! He window said in order for a client > if I interact with the introduction of canvas watermarks not. Do is steps 3 and 4 PowerPivot add-in I can see the table. Be created the chosen columns had to contain only unique values 7 slicers... The Power BI Dev Camp! BI is getting a shiny new icon and we are adding a measure it! None of the selected columns contains duplicate values a proper Excel table the releationship if! Issue??????????????! And sync dynamically updated to most recent date or until the current year end are slicers!

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