07 July 2008

Filtering in Excel 2007 Pivot Tables

Lots of people drop information from Dynamics GP to Microsoft Excel 2007 via Smartlists, Excel Reports or Excel's Office Data Connector. Often the next step is to manipulate the data via Pivot Tables. Then, you want to filter that data. Unfortunately, Auto Filter is grayed out.
Mr. Excel dropped a fantastic tip on how to work around this. Simply highlight the first cell to the right of the pivot table then left click and drag the mouse to the left. Since the first cell you picked is outside the pivot table, it allows you turn on Auto Filtering inside the pivot table too.
This is really cool for figuring out things like customers with sales over a particular dollar amount this year or vendors you've paid more than $X to.
Details and video here.