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Chapter 5. Creating PivotTable Queries > Filtering a PivotTable

Filtering a PivotTable

PivotTables are a great way to bring a large table down to size. However, even a PivotTable might still give you too much information. In the Northwind database, for example, the Customers table has over 90 records, which is still a sizable amount of data to display as a row or column field in a PivotTable. To truly narrow the focus of your PivotTables, you need to filter the data to show just the items you need to see. Of course, you can do this at the query level by using criteria. However, Access PivotTables also come with a number of features that enable you to filter the items while viewing the PivotTable. The next four sections take you through these filtering features.

Using the PivotTable AutoFilters

Each field you add to a PivotTable comes with an AutoFilter feature that enables you to display only selected items from that field. For example, consider the Customer Order By Category PivotTable shown earlier in Figure 5.21. As shown in Figure 5.31, the Company Name and Category Name field captions are actually drop-down lists. You use these lists to choose which items in each field you want to see in the PivotTable.


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