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Understanding Pivot Table Options: Why Totals and Filters Differ

Have you ever noticed that different pivot tables in your spreadsheets can offer varying options under Totals & Filters?

3 min readMicrosoft Excel | Help & Support with your Formula, Macro, and VBA problems | A Reddit Community

The pivot table options panel is one of those places where Excel keeps secrets in plain sight, and the question from this user gets at something most people stumble into: identical-looking data sources can produce pivot tables with completely different settings menus. The difference here comes down to one thing, whether the data source is connected to an OLAP cube or a standard relational source like Power Query.

In the first pivot table, the user sees a trimmed-down set of options: grand totals, subtotal filtered page items, multiple filters, and custom lists. That is the standard set for a pivot table built from a non-OLAP source. In the second table, the user sees the full menu, including "Include filtered items in totals," "Mark totals with *," and "Evaluate calculated members from OLAP servers in filters." Those extra options appear because that pivot table is connected to an OLAP cube, likely because Power Query loaded the data into the Data Model, which Excel treats as an OLAP source. The user did not choose this; Excel decided based on how the data was imported.

This matters because the extra options are not just clutter. "Include filtered items in totals" changes how grand totals behave when filters are active, it can prevent misleading totals that exclude filtered-out items. "Mark totals with *" adds an asterisk to totals that include hidden or filtered values, which is a small transparency feature that saves hours of head-scratching later. If the user wants those options in the first pivot table, the fix is to load the Power Query data into the Data Model explicitly, then build the pivot table from that model. Alternatively, they can connect the existing pivot table to the Data Model by changing the data source to the model table. Either way, the options will appear.

The practical takeaway is straightforward: do not assume two pivot tables from similar data will behave the same way. The connection type determines what settings are available, and the Data Model unlocks a richer set of controls. If you need those filtering and total-accuracy features, route your data through the Data Model. It takes one extra click during import, check "Add this data to the Data Model" in the Power Query editor, and it gives you the full options panel every time.

From Microsoft Excel | Help & Support with your Formula, Macro, and VBA problems | A Reddit Community

On one spreadsheet, I have a pivot table (with data from PQ) and in Pivot Table Options, under Totals & Filters, I can see these options:

Grand Totals -Show grand totals for rows -Show grand totals for columns

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