How to Make a Segmentation of Data in Pivot Tables in Excel (Example)
With data segmentation, you can filter your tables of records with a single button; This tool can be a before and after for those who dedicate themselves to the analysis of information through pivot tables because it streamlines and supports a greater number of ways to generate and present information from one or more tables.
Data segmentation are used with pivot tables to use and control a filter of one or more pivot tables especially when there are several parameters or filters in the same table that can give us different information patterns on the same variable, this makes the reports interactive and robust.
If you are still learning how to create and use pivot tables, we also suggest that you review in our blog how to create a pivot table so that you can better use these tools.
On the other hand, it is true that there are alternative formulas that help us extract the information or reports that are required for decision makers but it is also true that more knowledge is needed, if you need help with the use of formulas we can help you in our blog.
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To understand this point, suppose we have a dynamic table where there are several types of products that are sold in several cities in different states and countries. If we want to know the total sales of a product, or the sales by country, we can obtain those results in a simple way using data segmentation.
Segmentation of data and its practices in Excel
- Once we have created the pivot table and we are clear about the type of information I want to see we activate the Data Segmentation tool; We click on the data segmentation tool on the toolbar Excel
- Then Excel will show us the Insert data segmentation dialog, here we must select the fields that we will use as a filter in the pivot table and Excel will place a filter for each field that we select.
- To filter the information that we want to obtain, we just have to click on any of the fields that we have selected in the data segmentation and that will serve as a filter for each time we want to update the information.
- Microsoft Excel will adjust the information it displays based on the selected filters. If we want to show the information from another perspective it is enough that we delete the filter that we use and select other fields as a filter. We can always apply as many filters as fields are available in the table.
Save a lot of time with data segmentation elements
Relating several tables to a data segmentation element will save you a lot of time, to achieve this, right click on the data segmentation element and excel will return a dialog, where you must click on "Pivot Table Connections." Then, you will only have to select the dynamic tables to link or connect for the data segmentation element to work.
The use of pivot tables with their attached tools, such as data segmentation allows us to make more interactive reports and in the shortest time. This is especially true when the person we are sending the reports to requires various decision parameters and which can change at any time.
The data segmentation that we have explained in this article makes it very easy to work with one or more pivot tables since buttons are simply created for the user to filter the data with just one click. This is further enriched if we enable the automatic update of pivot tables and here we also explain how to do it.
Has this article helped you? Tell us how you were doing reports with data segmentation in Excel and we invite you to continue visiting the related articles on our blog, such as the best excel tricks to save time that we did for you a few days ago.