Using the Excel 2007 Filters for Axis and Legend Fields:-


If your pivot chart was created in a new Excel 2007 worksheet and never existed as an Excel 2003 pivot table, you can try out the new filters available for the Legend and Axis fields.

The drop-downs for the Axis and Legend fields in the PivotChart Filter Pane box offer the same list of items shown previously, as well as new entries for Value Filters, Text Filters, and/or Date Filters. The new Label Filters list, shown in the first Figure (given below), allows you to select customers whose names start with certain letters or that contain certain words.



(Text filters allow you to filter based on patterns in the items for a field.)

The Date Filters list, shown in the second Figure (given below), allows you to select transactions that fall into a number of virtual date periods. These periods recalculate when you open the file in a later month. So, if you select records from last month, the report updates after you refresh the report in a new month.



(Date filters allow you to select records from a certain quarter, month, or period.)

Value filters are more powerful than the other types of filters discussed so far. While label and date filters allow you to filter the items in the list based on the items themselves, value filters allow you to filter the items in the list based on values in other fields. For example, you can choose all customers where the sum of revenue is over $1 million. Or you can use the Top 10 Filter to limit the pivot chart to the top five customers. Every Axis and Legend field features a value filter. You will also see either label or date filters based on the type of data that Excel finds in the original column.