Looking for ways to know how to filter a pivot chart in Excel? Sometimes, we use pivot charts to visualize and compare our dataset more precisely. We can filter these pivot charts by going through some easy steps. Here, you will find step-by-step explained ways to filter a pivot chart in Excel.
How to Filter a Pivot Chart in Excel: 5 Ways
Here, we have a dataset containing the Month, Fruits, Sales, and Profit of a shop. Now, we will use this dataset to show you how to filter a pivot chart in Excel.
1. Using Field Buttons to Filter a Pivot Chart in Excel
In the first method, we will show you how to filter a Pivot Chart using Field Buttons in Excel. This is a button that is spotted in the Pivot Chart itself.
Follow the steps given below to do it on your own dataset.
Steps:
- First, select the Cell range B4:E13.
- Then, go to the Insert tab >> click on PivotTable >> select From Table/Range.
- Now, the PivotTable from table or range box will open.
- After That, you can see that the Cell range B4:E13 has already been selected in the Table/Range box.
- Next, select New Worksheet.
- Then, press OK.
- Afterward, the PivotTable Fields toolbox will appear.
- Now, insert the Month and Fruits fields into the Rows box.
- Next, insert the Sales and Profit fields into the Values box.
- Thus, you can create a pivot table from your dataset.
- Then, select the Cell range A3:C16.
- After that, go to the Insert tab >> From Charts >> click on the Recommended Charts box.
- Now, the Insert Chart box will appear.
- Next, select any chart of your preference. Here, we will select the Clustered Column chart.
- Then, press OK.
- Thus, you can add a Pivot Chart in Excel.
- Then, in the Pivot Chart you can see the Field Buttons.
- Now, click on the Month Field Button.
- After that, a Filter box will open.
- Next, select February only.
- Then, press OK.
- Finally, you will have a filtered Pivot Chart using Field Buttons.
Read More:Â How to Add Grand Total to Stacked Column Pivot Chart
2. Dragging Fields in Filter Box
We can also filter a Pivot Chart in Excel by dragging fields in the Filter Box. Go through the steps to do it on your own.
Steps:
- In the beginning, create a Pivot Chart from a Pivot Table by going through the steps given in Method-1.
- After that, click on the Pivot Chart.
- Then, click on the PivotChart Fields box.
- Next, drag only the Month Field in the Axis box.
- Now, you will find a Pivot Chart only with the Month Field as Axis.
- Thus, you can filter your Pivot Chart by dragging Fields in the Filter Box.
Read More: Create a Clustered Column Pivot Chart in Excel
3. Using Pivot Tables to FiIter a Pivot Chart in Excel
Now, we will show you how to filter a Pivot Chart in Excel using Pivot Tables. Here, we will use the manual filters button present in the Pivot Chart.
Follow the steps given below to do it on your own.
Steps:
- First, create a Pivot Table and Pivot Chart using your dataset by going through the steps given in Method-1.
- Then, click on the manual filters button present in the Row Labels column.
- After that, a Filter box will open.
- Next, select February only.
- Then, press OK.
- Finally, you will have a filtered Pivot Chart using Pivot Table.
4. Use of Slicer to Filter a Pivot Chart in Excel
Next, we will show you how to filter a Pivot Chart in Excel using the Pivot Table Slicer. The slicer can filter a Pivot Chart based on any field you provide.
Go through the steps given below to do it on your own.
Steps:
- In the beginning, create a Pivot Table and Pivot Chart using your dataset by going through the steps given in Method-1.
- Then, select the Pivot Chart.
- After that, go to the PivotChart Analyze tab >> click on Filter >> select Insert Slicer.
- Now, the Insert Slicer box will appear.
- Next, select the Month and Fruits fields.
- Then, press OK.
- Afterward, you can see that two Slicer boxes for Month and Fruits have opened.
- Next, select February in the Month box and Banana in the Fruits box.
- Now, you will find a Pivot Chart only with the data for February from the Month field and Banana from the Fruits field.
- Thus, you can filter your Pivot Chart by dragging Fields in the Filter Box.
5. Applying Timeline Feature to Filter a Pivot chart in Excel
In the final method, we will show you how to filter a Pivot chart in Excel by applying Timeline feature. The use of Timeline feature is quite similar to the use of Slicer. However, we can use it for only time-based filtering.
Here, we have a dataset containing the Date, Sales and Profits of some Fruits. Now, we will use this data to filter a Pivot Chart by applying the Timeline feature.
Go through the steps to do it on your own.
Steps:
- First, create a Pivot Table and Pivot Chart using your dataset by going through the steps given in Method-1.
- Then, select the Pivot Chart.
- After that, go to the PivotChart Analyze tab >> click on Insert Timeline.
- Now, the Insert Timelines box will appear.
- Next, click on Date.
- Finally, Press OK.
- Afterward, click on FEB in the Date box.
- Finally, you will have a filtered Pivot Chart having only the value of February by applying the Timeline Feature.
Practice Section
In this section, we are giving you the dataset to practice on your own and learn to use these methods.
Download Practice Workbook
Conclusion
So, in this article, you will find a step-by-step way to filter a pivot table in Excel. Use any of these ways to accomplish the result in this regard. Hope you find this article helpful and informative. Feel free to comment if something seems difficult to understand. Let us know any other approaches which we might have missed here. Thank you!
