Use workbook slicers to filter report data by selecting members, dates, or other items. 

Add workbook slicers

Workbook slicers appear in the slicer dropdown. 

To add workbook slicers:

  1. Right-click inside the slicer pane.
  2. Enable Toggle Design Options.
  3. Select the Add slicer button.

You can also add a workbook slicer from a grid:

  1. Right-click a member in the grid's filter area.
  2. Select Anaplan XL > Add Workbook Slicer.

If you have hidden the workbook slicer pane, it automatically opens when you add a slicer.

Workbook slicers link directly to grids and other Anaplan XL objects via the member selector, similar to embedded slicers. They can also output their selection into an Excel cell.

Edit or delete workbook slicers

To edit or delete a workbook slicer, right-click the slicer within the workbook slicer pane and select the appropriate option.