Productivity Activities
Last updated Jul 9, 2024

Filter Pivot Table


Creates a filter in a pivot table based on the values in a single column. Can also be used to clear existing filters. The activity can be used with an Excel file selected for a parent Use Excel File activity or with the Project Notebook.

Configuring the Activity

In the Body of the Activity
  • Source - Click Plus on the right side of the field, select the file, and then select a pivot table to filter, or select Indicate in Excel to open the file and select a pivot table directly from the file. To enter a pivot table manually, select Custom Input.

    Alternatively, you can select Open in Advanced Editor and enter a VB expression.

  • Column name - The column to filter on. You can select a filter, column label, or row label. Click Plus docs image on the right side of the field, select Range, and then select the header of the column. Alternatively, you can select Text to enter the value in the column header in the Text Builder, or select Open in Advanced Editor and enter a VB expression.
  • Configure Filter - Click this button to configure the filter for the values in the column. You can enter one or more values to filter on,
  • Clear any existing filter - Select this option if you want to clear existing filters instead of creating a new one. Clearing filters does not remove filter configurations from inside the activity, if any were defined.
Properties Panel


  • DisplayName - The name displayed for the activity in the Designer panel.


  • See the options in the body of the activity.


  • Private - If selected, the values of variables and arguments are no longer logged at Verbose level.


  • Clear any existing filter - See Clear any existing filter in the body of the activity.
  • Configuring the Activity

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