Adding a Slicer to Billing Analytics

In a Billing Analytics workbook, users often need to change the filters for multiple pivot tables or charts at once -- most frequently when updating date ranges to a new value. Rather than add a date filter to each chart or table, it's more efficient to add a slicer that connects to each to perform the filter. 

To add a slicer to your worksheet, perform the following steps:

  1. Decide where you'll want the slicer. Frequently I have a sheet at the beginning of my workbook where I can put all relevant slicers.

  2. On the Excel toolbar, select Insert, then Slicer:

  3. Select your Billing Analytics connection, and hit OK:

  4. Select the fields you want to slice, and hit OK. In this example, I want to slice on Post Year and Post Month (Note: If slicing on dates, we recommend using the fields under the Date Fields category rather than the hierarchies at the top of the list):

  5. This will bring up your slicers -- arrange them on the page as desired.

  6. Right-click on each slicer, and select Report Connections:

  7. Select all report items you'd like to connect the slicer to, and hit OK.

  8. If at any point you need to add additional PivotTables or PivotCharts, you can repeat steps 6 and 7 to connect them to the slicer.