In the modern workplace, spreadsheet software such as Microsoft Excel has become an invaluable tool for organizing and managing data. One of Excel’s most powerful features is the ability to create pivot tables, which provide quick and easy ways to summarize, analyze, and present data. Many Excel users find that creating and using pivot tables significantly reduces the time they need to spend on data-related tasks. One of the most common questions users ask is “Is it possible to set an Excel pivot table filter value to a cell reference?” In this blog post, we will explore this question in depth, and provide insight into the potential of using this feature to improve your data analysis. We’ll look at how to set a filter value to a cell reference, the benefits of doing so, and the potential pitfalls you should be aware of.
FILTER PIVOT TABLE FROM CELL SELECTION
Examples of Using Filters in Pivot Table
The following examples are covered in this section:
The short list on which the pivot table and slicer will be constructed is as follows.
In my opinion, it is a more logical way to display a total than by clicking each button, but others may feel differently. Naturally, this method requires a lot more work to develop. Each to their own. The Excel document below should make it easier for you to understand how the above works. To use the idea to your issue, however, you will need to comprehend it. I will add a video in time to this article.
I want the pivot table to display the sum of the parts and I want the ability to summarize by ALL, which is the TOTAL, because the term ALL denotes a summary by TOTAL. The following is what ALL looks like:
The starting list is shown above, with ALL at the bottom. Making a slicer from the raw data (not the example above) looks like this.
You might want to perform this action from a data validation list or while I am presenting by using a secondary slicer. You ought to be prepared for the final section once these three things have been altered. By doing this, the on cell change code will be created, which will cause the macro to run each time your data validation list or slicer is selected.
I appreciate your patience because this example is one of the longer ones I have provided. As always, I’d love to hear any success stories or feedback on how you’ve applied this to your work with Excel.
To achieve any kind of update when a cell changes the VBA must be as a worksheet change script. I will explain how to set this up correctly but a great background article on the concept of worksheet changes using VBA can be found here for those of you who want more detailed information.
Using this drop down list and selecting your filter category is a simple enough task but when building user-friendly reports or Excel dashboards you might find it useful to change the pivot table filter, or more commonly numerous pivot table filters, on behalf of the user when they just change a single cell reference on the worksheet.
Or you can get an expenses view of the data by changing the cell H6 to “Expenses”:
More information about the script (you can skip it if you want, but it will help you understand it completely)
How do you control pivot filter based on cell value?
1) “Sheet1” is the name of the worksheet. 2) “PivotTable2” is the name of the Pivot Table. 3) “Category” is the name of the pivot table’s filtering field. 4) Cell H6 should contain the value you want to use to filter the pivot table.
How do you link a filter to a cell?
Right-click a cell that contains the value you want to filter for in order to apply a filter to it. Choose Filter > Filter by Selected Cell’s Value. The filter will be applied to the column.
How do I create a dynamic filter in a pivot table?
- Click the drop-down arrow on the Row Labels heading in the pivot table.
- In the Select Field box, slick the drop down arrow.
- Select the date field that you want to filter.
How do I filter a pivot table based on a specific cell value in Excel VBA?
- Please choose the cell you want to link to the Pivot Table’s filter function (here I choose cell H6) and type one of the filter values into the cell beforehand.
- A worksheet that contains the pivot table you want to link to should be opened.