Add Filter Markers in Excel Pivot Table
If you're using Excel 2007 or Excel 2010, you can quickly see which fields in a pivot table have filters applied. For example, in the screenshot below, the ItemSold field has been filtered. The arrow drop down has changed to a filter symbol, with a tiny arrow.
In Excel 2003 though, there's no indicator that a field has been filtered. Here's the same filtered pivot table in Excel 2003, and the drop down arrows look the same in both of the fields. There's no marker to show if either field has been filtered. You'd have to click each arrow, to see if any of the check marks have been removed from the pivot items. Who has time for that?
Create Your Own Filter Markers
Several of my clients are still using Excel 2003, and maybe you use it too. If so, you'll appreciate this sample file from AlexJ, which adds a bright blue marker above each filtered field. That makes it easy to keep track of what's been changed in the pivot table, and prevents you from overlooking the filters.
To create the markers, Alex wrote a user defined function, named pvtFilterID. In the screenshot below, you can see the pvtFilterID formula in cell D5, which refers to the ItemSold field heading in cell D7.
The formula is used in cells B5:D5, above the row fields, and that range could be adjusted if your pivot table has a different number of row fields.
The Blue Arrow Marker
Cell D1 is named Symbol.Filter, and it contains the blue arrow symbol that's used as a marker. If you changed the symbol there, the new symbol would be used as the filter marker.
In cell G5 there's another formula, that shows a message if any of the pivot table fields are filtered.
=IF(COUNTIF($B$5:$D$5,Symbol.Filter)>0,"Pivot Filter On"&Symbol.Filter,"")
This formula checks the cells above the pivot table, and shows the message if any of those cells contain the marker symbol.
Works With Slicers Too
Even though Alex wrote this code for Excel 2003 pivot tables, it works in Excel 2007 and Excel 2010 too. In the screenshot below, you can see and Excel 2010 pivot table with slicers, and the filter markers highlight the row fields where filters have been applied. The filter symbol is on the field drop downs too, and the bright blue markers are extra insurance that users notice which fields are filtered.
The Filter Marker Function Code
Here's Alex's code for the pvtFilterID function.
Function pvtFilterID(rng As Range) As String 'rng As Range) On Error GoTo XIT ' -not in pivot If Not rng.Parent Is ActiveSheet Then GoTo XIT If rng.Cells.Count > 1 Then MsgBox "Error: pvtFilterID range selection" GoTo XIT End If If rng.PivotField.HiddenItems.Count > 0 Then pvtFilterID = [Symbol.Filter] End If XIT: End Function
Clear the Pivot Table Filters
Another nice feature that was added to Excel 2007 pivot tables is the Clear All Filters command. Alex's workbook contains a button that runs code to remove all the filters from a pivot table.
Here's the code for the ClearPivotFilters procedure.
Sub ClearPivotFilters(ws As Worksheet) Dim pvt As PivotTable Dim pf As PivotField Dim pi As PivotItem Dim lSort As Long On Error Resume Next Set pvt = ws.PivotTables("PivotTable1") For Each pf In pvt.VisibleFields If pf.HiddenItems.Count > 0 Then lSort = pf.AutoSortOrder pf.AutoSort xlManual, pf.SourceName For Each pi In pf.PivotItems pi.Visible = True Next pi End If pf.AutoSort lSort, pf.SourceName Next pf Set pi = Nothing Set pf = Nothing Set pvt = Nothing End Sub
The button code passes the worksheet name to the procedure.
Private Sub cmdClearPvtFilters_Click() Call ClearPivotFilters(Me) End Sub
Download the Sample File
To test the pivot table filter markers, and see the VBA code, you can download Alex's sample file from the Contextures website. On the AlexJ Sample Files page, go to the Pivot Tables section, and look for: PT0000 - Pivot Table Filter Markers