Excel Report Filters: Tips of creating multiple reports from one PivotTable

Posted on: 04/12/2021

PivotTables are great for summarizing and analyzing data. Report Filter Pages is a great way to generate multiple reports. For example, we have a list of 12 Salespeople and their customer and their orders. We can use Report Filter Pages to create 12 additional reports, one for each rep quickly. I'll demonstrate how to use Report Filters and how to sort and format before creating your Report Filters.

Steps to use Report Filter Pages

Create a PivotTable in Excel.
Add the field to the areas in the pivottable areas.
Add the field you want to reproduce multiple reports to the Filter Area. In our example the field is Advertising Source.
Click PivotTable Analyze tab.
Click Options.
In the dialog box Show Report Filters Pages...makes sure the correct field is selected.
Click OK.

**PivotTable Fields - multiple reports**

YouTube video

Download the Excel file used in the video

Excel file used

Video Chapters:

0:00 Intro
0:24 Create PivotTable
0:54 Report Filter
1:34 Formatting PivotTable
1:55 Sorting a PivotTable
2:06 Change Style
2:30 Create Report Filter Pages

Chris Menard

Chris Menard is a Microsoft Trainer (MCT) and works as a full-time Trainer at BakerHostetler - one of the largest law firms in the US. Chris runs a YouTube channel with 900+ technology videos that cover various tools such as Excel, Word, Zoom, Teams, Gmail, Copilot, Google Calendar, and Outlook. To date, the channel has helped over 20 million viewers. Menard also does 2 to 3 public speaking events yearly, presenting at the Administrative Professional Conference (APC), the EA Ignite Conference, the University of Georgia, and CPA conferences. You can connect with him on LinkedIn at https://chrismenardtraining.com/linkedin or watch his videos on YouTube at https://chrismenardtraining.com/youtube.