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DataOnWheels

Steve Hughes is a Principal Consultant at Magenic. His area of expertise is in data and business intelligence architecture on the Microsoft SQL Server platform. He was also the data architect for a SaaS company which delivered a transportation management solution for fleets across the United States. Steve has co-authored two books and delivered more than 30 presentations on SQL Server and data architecture over the past six years. He also provides insights from the field on his blog at http://dataonwheels.wordpress.com.

Exploring Excel 2013 for BI Tip #15: Locking Slicer Position

As I mentioned in my original post, Exploring Excel 2013 as Microsoft’s BI Client, I will be posting tips regularly about using Excel 2013.  Much of the content will be a result of my daily interactions with business users and other BI devs.  In order to not forget what I learn or discover, I write it down … here.  I hope you too will discover something new you can use.  Enjoy!

The Issue

A picture, or in this case two pictures, are worth a thousand words. I created a pivot table from Power Pivot and then added two slicers above the pivot table. The pivot table contains a date hierarchy which can be expanded and collapsed. During this process the slicer moves around which is not optimal when you are creating a visualization in Excel such as a dashboard. Here are the screenshots which highlight the issue.

How I set it up:

image

What happens when the date gets expanded:

image

How to Fix the Slicer Position

Right click the slicer you want to keep from moving, in my case that is the second one. I first looked in the settings, but saw nothing. I stumbled onto the Size and Properties option which opened the Format Slicer slide out menu. If you expand the Properties section select “Don’t move or size with cells” option, the slicer will no longer move.

image

This is just one more way to use slicers to improve the user experience in your Excel dashboards and reports.


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