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Excel Pivot Table Filters - Top 10

 


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Using Excel Pivot Table Top 10 Filters  
Filter a Pivot Table for Top 10 Items  
Modify a Top 10 Filter  
Filter a Pivot Table for Bottom 10 Items  
Clear an Excel Pivot Table Value Filter  
Filter a Pivot Table for Top 10 Percent  
Filter a Pivot Table for Bottom Sum  
Pivot Table Tutorial List  

View the steps in a short Pivot Table Top 10 Filters video   

   

Using Excel Pivot Table Top 10 Filters 

You can summarize your data by creating an Excel Pivot Table, and then use Value Filters to focus on the top 10, bottom 10 or a specific portion of the total values in your data.

For example, insteading of showing the total sales for all products, use a filter to show just the top 10 products, or narrow it down to the top 2.

In the example shown at the right, the City field has been filtered to show only the top 2 cities, with the highest sales amounts.

Or, if you want to focus on the poor performers, you can use a value filter to find the bottom 5 products or sales regions.

 

pivot table top 2

   

Filter a Pivot Table for Top 10 Items 

In the example shown at the right, there are 24 months of Order dates in the Row Labels area. In the Values area, you can see the total sales for the first few order dates.

To filter the pivot table, so it shows only the Top 10 order dates, follow these steps.

  1. In the Pivot Table, click the drop down arrow in the OrderDate field heading.
  2. In the pop-up menu, click Value Filters, then click Top 10.

value filter top 10

  1. In the Top 10 Filter dialog box, leave the default settings as is (Top 10 Items Sales):

pivot table top 10 filter

 

pivot table order dates

   
    1. Click OK, to close the Top 10 Filter dialog box, and apply the Value Filter.

As shown in the filtered example at the right, only the top 10 Order Dates are now visible, still sorted by order date.

  1. To sort the amounts in descending order, right-click on one of the amounts, and click Sort.
  2. Then click Sort Largest to Smallest.

Modify a Top 10 Filter 

After you add a Top 10 Filter, you can change it, to show a different result.

  1. In the Pivot Table, click the drop down arrow in the OrderDate field heading.
  2. In the pop-up menu, click Value Filters, then click Top 10.
  3. In the Top 10 Filter dialog box, change the number of Items to 5.
  4. Click OK, to close the Top 10 Filter dialog box, and apply the Value Filter.

The results change, to show only the 5 order dates with the highest sales amounts.

 

pivot table top 10

   

Filter a Pivot Table for Bottom 10 Items 

The Top 10 filter helps you find the highest amounts, but sometimes you need to find the lowest amounts, to focus on those. Even though the filter is named "Top 10", you can use it to find the bottom amounts too.

To see only the Bottom 10 order dates, follow these steps.

  1. In the Pivot Table, click the drop down arrow in the OrderDate field heading.
  2. In the pop-up menu, click Value Filters, then click Top 10.
  3. In the Top 10 Filter dialog box, select Bottom from the first drop down.

    pivot table bottom filter

  4. Click OK, to close the Top 10 Filter dialog box, and apply the Value Filter.

The results change, to show only the 5 order dates with the lowest sales amounts.

 

pivot table bottom 5

 

   

Clear an Excel Pivot Table Value Filter 

When you've finished analyzing the filtered data, you can clear the Value Filter, to see all the data again.

  1. In the pivot table, click the drop down arrow in the OrderDate field heading.
  2. Click Clear Filter From OrderDate Field, to remove the filter criteria, and show all the data.

pivot table clear filter

   

Filter a Pivot Table for Top 10 Percent 

In addition to filtering for the top or bottom items, you can use a Value Filter to show a specific portion of the grand total amount. In the screenshot shown at the right, you can see that the grand total sales amount is 663,732.

Ten percent of the grand total is 66,373, and you can use a Top 10 filter to find the top or bottom dates combine to total at least that amount.

To see only the top selling order dates that contribute to 10% of the total sales amount, follow these steps.

  1. In the Pivot Table, click the drop down arrow in the OrderDate field heading.
  2. In the pop-up menu, click Value Filters, then click Top 10.
  3. In the Top 10 Filter dialog box, change the settings to:
    Top 10 Percent Sales.

The results change, to show only the top 2 order dates, because their combined sales are greater than 10% of the original grand total amount.

 

pivot table grand total

 

pivot table top 10 percent

   

Filter a Pivot Table for the Bottom Sum 

Another way to use the Top 10 Value Filter is to find the items that make up a specific sum. For example, from the order dates with the lowest sales amounts, which order dates would combine to total at least 100,000 in sales.

To see only the bottom selling order dates that contribute to 100,000 of the total sales, follow these steps.

  1. In the Pivot Table, click the drop down arrow in the OrderDate field heading.
  2. In the pop-up menu, click Value Filters, then click Top 10.
  3. In the Top 10 Filter dialog box, change the settings to:
    Bottom 100000 Sum Sales.

pivot table bottom sum

The results change, to show only the 6 lowest order dates, because their combined sales are at least 100,000.

As you can see in the pivot table shown at the right, the bottom 5 order dates only total 98,165, so the 6th lowest order date is also included in the Value Filter results, achieve our 100,000 minimum.

 

View the steps in a short Pivot Table Top 10 Filters video

 

 

 

Bottom Sum filter

 

 

 

 

Pivot Table Tutorials

Excel Pivot Table -- Introduction 
Excel Pivot Table -- Clear Old Items
Excel Pivot Table -- Create a Pivot Table in Excel 2007 
Excel Pivot Table -- Custom Calculations 
Excel Pivot Table -- Data Field Layout
Excel Pivot Table -- Dynamic Data Source
Excel Pivot Table -- FAQs
Excel Pivot Table -- Field Settings
Excel Pivot Table -- Filter Source Data  
Excel Pivot Table -- Filters, Top 10 
Excel Pivot Table -- GetPivotData
Excel Pivot Table -- Grand Totals
Excel Pivot Table -- Grouping Data
Excel Pivot Table -- Layout, Excel 2007
Excel Pivot Table -- Multiple Consolidation Ranges
Excel Pivot Table -- Pivot Cache   
Excel Pivot Table -- PivotTable Style
Excel Pivot Table -- Printing   
Excel Pivot Table -- Protection  
Excel Pivot Table -- Report Filters
Excel Pivot Table -- Running Totals  
Excel Pivot Table -- Show and Hide Items 
Excel Pivot Table -- Sorting
Excel Pivot Table -- Subtotals 
Excel Pivot Table -- Summary Functions
Excel Pivot Table -- Unique Items

Pivot Table Books

Pivot Tables, Beginning (Excel 2007) 
Pivot Tables, Recipe Book (Excel 2003) 
Pivot Tables, Recipe Book (Excel 2007) 

Pivot Table Add-Ins

Pivot Tables - Add-in -- Pivot Power 
Pivot Tables - Add-in - Pivot Play PLUS 

Pivot Table Videos

Pivot Tables - Clear Old Items
Pivot Tables - Copy a Custom PivotTable Style
Pivot Tables - Create in Excel 2007
Pivot Tables - Create from Multiple Sheets
Pivot Tables - Data Field Layout
Pivot Tables - Date Filters, Add
Pivot Tables - GetPivotData
Pivot Tables - Group Data
Pivot Tables - Layout, Excel 2007
Pivot Tables - Report Filters, Add
Pivot Tables - Running Totals
Pivot Tables - Select Sections
Pivot Tables - Subtotals, Create Multiple
Pivot Tables - Top 10 Filters

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Last updated: March 5, 2011