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

Posted on:  04/12/2021
Excel Report Filters: Tips of creating multiple reports from one PivotTable

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.

Report Filters in Excel

Report Filters in Excel

Steps to use Report Filter Pages

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

PivotTable Fields - multiple reports

PivotTable Analyze - Options

PivotTable Analyze - Options

Show all report filter pages of:

Show all report filter pages of:

Other Excel articles

YouTube video

Download the Excel file used in the video

Excel file used 

Other Excel articles

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 certified Microsoft Trainer (MCT) and works as a full-time Trainer at BakerHostetler - one of the largest law firms in the US. He runs a YouTube channel with 900+ technology videos that cover various tools such as Excel, Word, Zoom, Teams, Gmail, Google Calendar, and Outlook. To date, the channel has helped over 20 million viewers. Menard also does 2 to 3 public speaking events every year, presenting at the Administrative Professional Conference (APC), the EA Ignite Conference, the Support Staff 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.

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