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Slicers and timelines

Visual filters, and connecting one control to several pivots.

What you'll be able to do
  • Add slicers and timelines
  • Connect a slicer to several pivot tables
  • Format slicers for a dashboard

Slicers

Select a pivot → Insert → Slicer, pick a field. You get clickable buttons that filter the pivot, showing the current selection at a glance — which a filter dropdown does not.

Ctrl+click for multiple values, or turn on multi-select in the slicer header. Alt+C clears it.

Timelines

Insert → Timeline for date fields specifically. It gives a sliding date control with a granularity switch — years, quarters, months, days.

Much better than a slicer on dates, which would list every individual date as a button.

Report Connections — the important part

One slicer, several pivots

Right-click a slicer → Report Connections and tick every pivot table it should control.

This is what turns several pivots into a dashboard. Without it, each pivot has its own filters and users have to change three controls to answer one question.

The pivots must share a data source, or be built on the same data model, to be connected.

Formatting

Slicer → Settings controls the header, sort order, and whether items with no data are shown and where.

Hiding items with no data keeps a slicer tidy. Showing them greyed out tells the user the option exists but is empty — which is often more informative.

Columns in the slicer options let you lay buttons out horizontally, which usually suits a dashboard better than a tall single column.

Cache and caution

Pivots built from the same range may share a pivot cache, which means grouping dates in one can silently regroup another. If two pivots must behave independently, build them from separately defined sources.

Key points
  • Report Connections links one slicer to several pivot tables
  • Timelines beat slicers for dates — they give a range and granularity
  • Pivots sharing a cache can affect each other when grouping
Check yourself