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