{"id":4621,"date":"2014-02-04T05:00:48","date_gmt":"2014-02-04T13:00:48","guid":{"rendered":"http:\/\/www.microsoft.com\/?p=4621"},"modified":"2024-08-28T14:52:13","modified_gmt":"2024-08-28T21:52:13","slug":"filtering-charts-in-excel","status":"publish","type":"post","link":"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/2014\/02\/04\/filtering-charts-in-excel\/","title":{"rendered":"Filtering charts in Excel"},"content":{"rendered":"\n<p><i>This post is brought to you by Jeffrey Johnson, a Program Manager on the Office Graphics and Visualizations team.<\/i><\/p>\n\n\n\n<p>Have you ever had a dataset but only needed to chart certain parts of it? Here are 4 methods for filtering your chart so you don\u2019t have to edit or remove your data to get the perfect chart: hide data on the grid, table filtering, filtering using table slicers, and filtering directly from the chart.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"setting-up-the-chart\">Setting up the chart<\/h2>\n\n\n\n<p>We\u2019ll begin by charting a dataset. Let\u2019s say we\u2019re running a produce stand at a farmers market and want to understand our cost and profit on our sales.<\/p>\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.1.webp\" alt=\"table, Excel\" class=\"wp-image-274329 webp-format\" srcset=\"\" data-orig-src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.1.webp\"><\/figure>\n\n\n\n<p>To create the chart, select the range, then click the <b>Quick Analysis<\/b> tool. Now select <b>Charts<\/b>, and then click <b>Clustered Column<\/b>.<\/p>\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.2.webp\" alt=\"graphical user interface, application, table, Excel\" class=\"wp-image-274330 webp-format\" srcset=\"\" data-orig-src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.2.webp\"><\/figure>\n\n\n\n<p>This gives us the following chart. &nbsp;<b>Note:<\/b> For this example, I added the chart title <i>Produce Sales<\/i>. You can add your own title by clicking on the chart title, which will allow you to edit the text.<\/p>\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.3.webp\" alt=\"chart, bar chart\" class=\"wp-image-274331 webp-format\" srcset=\"\" data-orig-src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.3.webp\"><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"hide-data-on-the-grid\">Hide data on the grid<\/h2>\n\n\n\n<p>Now I want to completely remove <i>Cost\/lb<\/i> from this chart to focus completely on the profit. I can hide the entire column and it will be reflected in the chart.<\/p>\n\n\n\n<p>To hide the coulmn, right-click the column header&nbsp;containing <i>Cost\/lb<\/i> and then select <b>Hide<\/b>.<\/p>\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.4.webp\" alt=\"graphical user interface, application, table, Excel\" class=\"wp-image-274332 webp-format\" srcset=\"\" data-orig-src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.4.webp\"><\/figure>\n\n\n\n<p>The chart removes the series.<\/p>\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.5.webp\" alt=\"chart, bar chart\" class=\"wp-image-274333 webp-format\" srcset=\"\" data-orig-src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.5.webp\"><\/figure>\n\n\n\n<p>Notice the grid header hints the hidden column.<\/p>\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.6.webp\" alt=\"table\" class=\"wp-image-274334 webp-format\" srcset=\"\" data-orig-src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.6.webp\"><\/figure>\n\n\n\n<p>If you want to show the cost data again, unhide the column. To do this, select both columns C and E by clicking the C column header and dragging it to column E. Now right-click the highlighted columns, and then click <b>Unhide<\/b>. <b>Note: <\/b>You also can also unhide by holding left-click on the right edge of the hidden column header and dragging it to the right.<\/p>\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.7.webp\" alt=\"graphical user interface, application, table, Excel\" class=\"wp-image-274336 webp-format\" srcset=\"\" data-orig-src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.7.webp\"><\/figure>\n\n\n\n<p>The series is now visible and on the chart once again.<\/p>\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.8.webp\" alt=\"chart, bar chart\" class=\"wp-image-274337 webp-format\" srcset=\"\" data-orig-src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.8.webp\"><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"table-filtering\">Table filtering<\/h2>\n\n\n\n<p>If you want to filter out specific foods from your chart, you can turn your grid data into a table, which provides filtering for each row.<\/p>\n\n\n\n<p>Select your data range, and then click the <b>Quick Analysis<\/b> tool. Select <b>Tables<\/b>, then click <b>Table<\/b>.<\/p>\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.9.webp\" alt=\"graphical user interface, application, table\" class=\"wp-image-274338 webp-format\" srcset=\"\" data-orig-src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.9.webp\"><\/figure>\n\n\n\n<p>Tables allow you to easily format, sort, filter, add totals, and use formulas with your data.<\/p>\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.10.webp\" alt=\"table\" class=\"wp-image-274339 webp-format\" srcset=\"\" data-orig-src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.10.webp\"><\/figure>\n\n\n\n<p>Now that we have a table, we\u2019ll filter the out-of-season produce. To reveal the filter, click the down arrow next to <b>Food<\/b>. Uncheck the out-of-season items, then click <b>OK<\/b>.<\/p>\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.11.webp\" alt=\"graphical user interface, table\" class=\"wp-image-274340 webp-format\" srcset=\"\" data-orig-src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.11.webp\"><\/figure>\n\n\n\n<p>The filter is applied to the chart.<\/p>\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.12.webp\" alt=\"chart, bar chart\" class=\"wp-image-274341 webp-format\" srcset=\"\" data-orig-src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.12.webp\"><\/figure>\n\n\n\n<p>Try exploring more filtering options by trying different combinations of filters, and be sure to give the search bar a try. This would be extremely useful if we had the whole produce section in our table.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"filtering-using-table-slicers\">Filtering using table slicers<\/h2>\n\n\n\n<p>Table slicers create a filtering experience with buttons as part of your worksheet. &nbsp;This allows you to easily click through your data to visualize different segments.<\/p>\n\n\n\n<p>In this example, we\u2019ll create a table slicer to compare specific produce costs and profits.<\/p>\n\n\n\n<p>To create a slicer, first click anywhere inside the table. &nbsp;On the Ribbon, select the <b>Table Tools Design<\/b> tab. Click <b>Insert Slicer<\/b>, check the box next to <b>Food<\/b>, and then click <b>OK<\/b>.<\/p>\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.13-1024x376.webp\" alt=\"graphical user interface, application, table, Excel\" class=\"wp-image-274342 webp-format\" srcset=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.13-1024x376.webp 1024w, https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.13-300x110.webp 300w, https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.13-768x282.webp 768w, https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.13.webp 1050w\" data-orig-src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.13-1024x376.webp\"><\/figure>\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.14.webp\" alt=\"graphical user interface, application, Word\" class=\"wp-image-274343 webp-format\" srcset=\"\" data-orig-src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.14.webp\"><\/figure>\n\n\n\n<p>Now we have a slicer linked to both our table and our chart.<\/p>\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.15.webp\" alt=\"chart, bar chart, waterfall chart\" class=\"wp-image-274344 webp-format\" srcset=\"\" data-orig-src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.15.webp\"><\/figure>\n\n\n\n<p>To filter, click an item under the Food heading and then see the chart and table update. To select multiple foods, hold down the Ctrl key and then click your desired items.<\/p>\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.16.webp\" alt=\"chart, bar chart\" class=\"wp-image-274345 webp-format\" srcset=\"\" data-orig-src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.16.webp\"><\/figure>\n\n\n\n<p>To clear the filters, click the <b>Clear Filter<\/b> icon.<\/p>\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.17.webp\" alt=\"graphical user interface, application\" class=\"wp-image-274346 webp-format\" srcset=\"\" data-orig-src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.17.webp\"><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"filtering-directly-from-the-chart\">Filtering directly from the chart<\/h2>\n\n\n\n<p>So far, all of the options we\u2019ve looked at hide the data directly from the worksheet. But sometimes you have multiple charts to filter that are based on the same range or table. The on-object chart controls in Excel allow you to quickly filter out data at the chart level, and filtering data here will only affect the chart\u2014not the data.<\/p>\n\n\n\n<p>Select the chart, then click the <b>Filter<\/b> icon to expose the filter pane.<\/p>\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.18.webp\" alt=\"\" class=\"wp-image-274347 webp-format\" srcset=\"\" data-orig-src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.18.webp\"><\/figure>\n\n\n\n<p>From here, you can filter both series and categories directly in the chart. For example, hover over <b>Fruit Pear<\/b> and see how the category is highlighted.<\/p>\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.19.webp\" alt=\"graphical user interface, application, table, Excel\" class=\"wp-image-274348 webp-format\" srcset=\"\" data-orig-src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.19.webp\"><\/figure>\n\n\n\n<p>To get the same view we created in our earlier chart, we\u2019ll hide the <i>Cost\/lb<\/i> column.<\/p>\n\n\n\n<p>Under Series, uncheck <b>Cost\/lb<\/b>, and then click <b>Apply<\/b>. The chart reflects your changes.<\/p>\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.20.webp\" alt=\"chart, bar chart\" class=\"wp-image-274349 webp-format\" srcset=\"\" data-orig-src=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/blog\/wp-content\/uploads\/sites\/2\/2014\/02\/2.20.webp\"><\/figure>\n\n\n\n<p>Experiment with the filter pane by trying to filter out both series and category and see how quickly you can drill down to the data you need.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"more-filtering-capabilities\">More filtering capabilities<\/h2>\n\n\n\n<p>The new Excel brings powerful ways to visualize and interact with your data.<\/p>\n\n\n\n<p><i>&#8211;Jeffrey Johnson, Program Manager, Office Graphics and Visualizations<\/i><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Have you ever had a dataset but only needed to chart certain parts of it? Here are 4 methods for filtering your chart so you don\u2019t have to edit or remove your data to get the perfect chart: hide data on the grid, table filtering, filtering using table slicers, and filtering directly from the chart.<\/p>\n","protected":false},"author":3368823,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"image","meta":{"ep_exclude_from_search":false,"_classifai_error":"","footnotes":""},"content-type":[4035],"product":[4047,4036],"audience":[4081,4101,4102],"tags":[],"coauthors":[4437],"class_list":["post-4621","post","type-post","status-publish","format-image","hentry","post_format-post-format-image","content-type-tips-and-guides","product-excel","product-microsoft-365","audience-enterprise","audience-personal-and-family","audience-small-business","review-flag-1680288349-139","review-flag-4-1680288349-750","review-flag-anywh-1680288348-361","review-flag-new-1680288347-871"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Filtering charts in Excel | Microsoft 365 Blog<\/title>\n<meta name=\"description\" content=\"Have you ever had a dataset but only needed to chart certain parts of it? 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