Pivot Fields, Filters, and Slicers

Last reviewed May 28, 2026 Content v20260528

Track mode

none

Means

Read / quiz

Reading

~1 min

Level

intermediate

This lesson

This lesson teaches Pivot Fields, Filters, and Slicers: Excel concepts, formulas, and analysis patterns you recreate locally in a workbook.

Pivots are how leadership sees metrics—broken refresh or wrong aggregation erodes trust fast.

You will apply Pivot Fields, Filters, and Slicers in contexts like: Monthly business reviews, sales rollups, and ops dashboards.

Read the lesson, type formulas in your local Excel or compatible spreadsheet, rebuild examples in excel-practice.xlsx, and complete MCQs—no in-browser runner. Also refresh pivot after editing source and verify grand total.

When you can explain the previous lesson's ideas in your own words.

Fine-tune pivots with calculated fields, show values as % of total, and attach slicers for dashboard-friendly filtering.

Show values as

% of grand total, % of row, running total—common in finance variance reports.

Slicers

Insert → Slicer for pivot field—buttons filter multiple pivots if connected.

Calculated field

Pivot Analyze → Fields, Items & Sets → Calculated Field (e.g. Profit = Revenue - Cost).

Important interview questions and answers

Q: Slicer?
A: Visual filter control linked to pivots/tables.
Q: % of row?
A: Shows share within row category.

Self-check

What is a slicer?
When use % of grand total?

Tip: Connect slicers to multiple pivots for executive dashboards.

Interview prep

Slicer?: Clickable filter buttons for pivots/tables.

Discussion

Past discussion is visible to everyone. Only logged-in users can post comments and replies.

Starter discussion topics

% of grand total?
Calculated field?

No discussion yet. Be the first to ask a question.