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    Select Insert > SmartArt or Insert a SmartArt Graphic, depending on the version of Word. Your slicer will move if you insert, delete or change the width of a column to its left. You’ll be able to use them simultaneously to filter data based on multiple fields at the same time. To select multiple adjacent periods in a timeline, click on the first period then drag the cursor to the last item and release the click. You can change the caption in either the Slicer or Timeline tab. Posted by John | Aug 12, 2019 | Pivot Tables, Tutorials | 0 |. This will affect how the timeline groups and filters your dates. Create a new spreadsheet. If you’re managing a team, try a template of a timeline that assigns tasks. This is one of the major differences between the Slicer and Timeline tabs. Add visual interest to your schedules with a sticky … Go to the Table Design tab ➜ Insert Slicer. Select the slicer or timeline ➜ right click ➜ select Size and Properties from the menu ➜ check the Disable resizing and moving option under the Position and Layout section. They are also going to add some nice interactivity to your static dashboards. Go to the Insert tab. Re: Not all date fields are showing up in Timeline slicer option @Sergei Baklan thank you Sergei - yes there were some text in the data fields. All values in the date field must be a valid date and formatted as such. Select Scatter which will insert a blank white chart space onto your Excel … And, in the end, your Project Timeline Gantt chart in Excel will look like this. From the pop-up window, select the date columns which you have in your data. We can’t create a Timeline for this report because it doesn't have a field formatted as Date. Select Process and choose from one of the timeline types offered. You can also use the Shift key to select multiple adjacent items. Creating a Gantt chart using the project timeline template available in Excel: Gantt chart can be created using the template readily available in Excel provided by Microsoft. Here you can either show or hide the Header, Scrollbar, Selection Label or Time Level selector for any timeline. Notify me of follow-up comments by email. Click the PivotTable Tools Analyze tab in the Ribbon. Required fields are marked *. Go to Pivot Table Tools → Analyze → Filter → Insert Timeline. Here’s how: Click anywhere in a PivotTable to show the PivotTable Tools ribbon group, then click Analyze > Insert Timeline. If you open a workbook with Timeline slicers in Excel 2010 or previous versions, the Timeline slicers will be disabled. Click the “Insert Line or Area Chart” button. To create a Timeline slicer, your pivot table must contain a field where all data is formatted as a date. In the Charts section of the ribbon drop down the Scatter or Bubble Chart menu. 3. Your data will need to be inside a proper Excel table. Hello Friends, In this video you will learn how to use Timeline to filter the data of a pivot table in Microsoft Excel. Your email address will not be published. The result is the same as adding the slicer or timeline from the ribbon, it just might be more convenient sometimes. It’s possible to exclude slicers and timelines when printing your Excel reports. Show or hide various elements of the timeline. Click anywhere in the Pivot table and go to Insert tab. The caption is the bit of text that appears in the top left corner of a slicer or timeline. Create a timeline On the Insert tab, click SmartArt. You can use the Ctrl key to select or unselect multiple items in a slicer. In Excel 2013, right click the timeline chart, and select the Save as Template from the right-clicking menu. The Insert Timeline button is found in the Filter group. In the Insert Timeline dialog box, check the check box of the date fields you want in the timeline. Hold the Ctrl key and click on any items you want to select or unselect. Format the data labels, markers, axis, and other chart elements to customize the design of the timeline. Click on the Start button and select Excel to have a new Excel sheet … Select any slicer or timeline ➜ go to the Slicer or Timeline tab ➜ open the Selection Pane from the Arrange section. Your email address will not be published. To view or edit the timeline name, use the “Timeline Caption” text box in the “Timeline” button group. Click on the down arrow in the lower right corner of the styles section to access the selection of available styles. This means you can use one slicer to control multiple tables or pivot tables. To create a Timeline slicer, follow these steps: Place the cursor anywhere inside the pivot table and then click the Analyze tab on the Ribbon. Insert a timeline To insert a timeline: Select a cell in a pivot table. If this is your first attempt at creating a timeline in Word, select Basic Timeline . Your slicer will resize if you insert, delete or change the height of a row underneath the slicer. Inserting a Timeline slicer. The Insert Timelines dialog box shown here appears, showing you all available date fields in the chosen pivot table. Select any design you … This will open up the Insert Slicer menu and you’ll be able to choose fields in your data for which you want to add a slicer. There are some option to prevent slicers from moving with cell changes. Create your workbook now by opening Excel and clicking on File > New Workbook. Step 1: Create a data table of the key actions / events First of all, create a very simple data table with the high-level actions and events that you want to track on the timeline. Click on the first item then hold the Shift key and click on the last item. To select multiple adjacent items in a slicer, click on the first item then drag the cursor to the last item and release the click. Tip: There are two... Click [Text], and then type or paste your text in the SmartArt graphic. Want to quickly filter your pivot table by quarters? You can select one or more fields from the list to create multiple slicer objects at once. Select the slicer or timeline which you don’t want to print ➜ right click ➜ select Size and Properties from the menu ➜ uncheck the Print object option. As you can see, Excel created a floating Date Hired timeline with the years and months demarcated and a bar that indicates the time period selected. Simply click the time period drop-down menu and select Quarters. Here's the timeline we'll be creating in Excel - you can download the spreadsheet here (ZIP, 22kb). You can use the Timeline Handles to either increase or decrease a selected range of dates. This will filter your data to only show dates in that period. 2. Like slicers, timelines also come with a way to reset and clear out any applied filtering. Uncheck the, You can sort the order of the slicer buttons in. Open the report connections for the timeline. Select “Line.” Step #3: Create two additional data series. Simply edit the list of events in the data table. Timelines let you quickly filter your pivot table by date and time. Well, that’s easy with a Timeline slicer. Timeline filter is a new feature of Excel 2013 that can be used as a ‘visual filter’ to filter data in pivot tables. A create table popup appears, where it shows data range & headers, and click OK. 1. Edit your timeline. How To Add A Timeline To A PivotTable Select the pivot table to which you want to add a timeline ➜ go to the PivotTable Analyze tab ➜ Insert Timeline. The following figure illustrates how you can expand the slicer range with the mouse to include a wider range of dates in your filtered numbers. They’ll really take your workbooks to the next level… and they’re easy! You can expand the range on the Timeline slicer to include more data in the filtered numbers. Click inside the data set, click the Insert tab, Select Table. The slicer object floats above the spreadsheet grid and will always be visible and available to use. In the Insert Timelines dialog box, select the date fields for which you want to create the timeline. 2. Click on insert timeline and you’ll get a pop-up box. SmartArt creates a new graphic layout for you to add data. The difference is the Timeline slicer is designed to work exclusively with date fields, providing an excellent visual method to filter and group the dates in your pivot table. The example also increased the button height and decreased the button width. You can customize the layout of your slicer buttons. You can change this to anything you want and it can include space characters. In the Report Connections menu, you can then select all the pivot tables in the workbook which you want to connect to the slicer. 1. This content is just a placeholder. Report connections is how you can manage which tables or pivot tables a slicer is connected to. These came from trying to insert a default date when a vlookup did not find suitable result in the lookup table. Calendar is an inbuilt function in Excel, it has a variety of calendars and we can choose any format as per our requirement. Slicers can be used with both Tables and PivotTables. Unfortunately, application level defaults are not possible. Alternatively, you can add a slicer or timeline to a pivot table from the PivotTable Fields window. Excel 2013 includes a new timeline tool for PivotTables. Open a blank Excel document to begin your timeline. The Slicer tab and Timeline tabs contain a lot of the same options but there are a few differences. Click on the multi-select icon in the upper left hand corner of the slicer to enable multi-select. 8 Ways to Extract the Month Name from a Date in Excel, 7 Ways to Extract the First or Last N Characters in Excel, 3 Ways to Calculate a Pearson’s Correlation Coefficient in Excel, 25 Awesome Microsoft Teams Tips and Tricks. Excel for Office 365 or Excel 2010 and later versions will have Slicers for pivot tables. Once the line graph appears, manually add the remaining data to avoid any mix-ups—as the adage goes: if you want something done right, do it yourself. Select any of the cells from your pivot table. By default, the timeline uses months as its … When creating a new slicer style or modifying an existing one, you will need to go through the various Slicer Elements then click the Format button to customize that element. Initially, Data set is converted to a table object, it can be done by below-mentioned steps 1. The Timeline slicer works in the same way a standard slicer does, in that it lets you filter a pivot table using a visual selection mechanism instead of the old Filter fields. Click on any style to change style of the selected slicer or timeline. Click and drag the handles on the left or right of a selected timeline range. The timeline is displayed. What Versions Of Excel Have Slicers And Timelines? Open a new Word document and change the page orientation from Portrait to Landscape, which will make room for more items to be placed on the timeline.To do so, go to the Layout tab on the Word ribbon and click on Orientation.. Add Your Information to the Timeline in Excel. You can hide slicers and timelines from the Selection window pane. Just follow these steps to build a pivot table timeline in Excel 2013. These are contextual tabs and only appear in the context of a selected slicer or timeline object. They allow you to easily filter on ranges of dates by days, months, quarters or years. Click a date selection to filter your pivot table or pivot chart. Note, you can’t connect a slicer to a table and pivot table. You can also copy and paste (copy paste) data to a timeline and let Excel guess how to sort it out. Slicers and timelines are great but they’re even better when you lock them in place. Once the table object is created, it appears as below mentioned. To select a single period in a timeline, you can click on the period. Styles can be changed in the Slicer or Timeline tab. This can also be toggled on or off with a keyboard shortcut. Please see below to add the timeline: Step 1: Click any cell in the Pivot Table; Create a basic timeline. Quickly switch among quarters, years, months, and days. So, right-click on the blank chart area and choose the “Select Date” option from the pop-up list of properties. You can create an Excel table by selecting a cell inside your data ➜ going to the Insert tab ➜ Table. The buttons can be used to toggle the active filtering of your data set. How to make a timeline in Word 1. You can use the report connection to connect a slicer to multiple tables or pivot tables. When you insert, delete or resize cells this can resize or move any slicers and timelines on the sheet. Click the tab’s Insert Timeline command, shown here. Various options for displaying items in a field with no data are available. In the Choose a SmartArt Graphic gallery, click Process, and then double-click a timeline layout. Right click on the field which you want to add a slicer for ➜ then Add as Slicer or Add as Timeline. Once you have clicked the button, Excel then asks you to select the date field that you want your Timeline to filter. In this post, we’re going to learn everything there is to know about slicers and timelines in Microsoft Excel. To customize your slicer buttons, select the slicer ➜ go to the Slicer tab ➜ Adjust the Columns, Height and Width in the Buttons section. You may want to reset your slicer and clear out any applied filtering. This can be done using the filter icon in the top right corner of the slicer. You can then select which fields to add and press OK. Excel will then create the slicer object to control the pivot table. If you want to create interactive dashboards in Excel and visually explore your data, then you need to start using slicers and timelines. From the PivotTable Tools Analyze tab, in the Filter group, select Insert Timeline. Here you can select from 3 different options. If you right click on a style, you’ll have the option to, Right click on the slicer or timeline and go to. Then from the Excel ribbon, select the Insert tab and navigate to the Charts section of the ribbon. Using a slicer is easy and there are a couple different ways to select items. The same keyboard shortcut to clear filters also works with timelines.With the timeline selected, press Alt + C on your keyboard. There’s a lot to cover, so let’s get started. Refer below screenshot. A vertical template of a timeline works well to show the history of an era, country or project. Scroll down to see the preformatted chart where you can add conference planning … At the top of the template is a timeline. The first thing you’ll want to do with a new timeline is change the Date Grouping option. Insert a Blank Scatter Chart and Add Data to Create Excel Timeline Click in any blank cell and navigate to Insert > Charts > Scatter and click on the scatter chart to insert a blank chart. Then click the “Options” tab within the “Timeline Tools” contextual tab in the Ribbon. There are a couple different options worth knowing. There is an option to enable a multi-select mode for a slicer so you don’t have to hold the Ctrl key. The dates appear in a horizontal line going from oldest to newest as you go from left to right on the timeline. In Excel 2007 and 2010, click the timeline chart to activate the Chart Tools, and then click the Design > Save As Template. Excel for Office 365 or Excel 2013 and later versions will have timelines for pivot tables. Excel allows you to customize your slicer style and set a default style for the workbook. Learn how your comment data is processed. Slicer Settings are available from the ribbon or right click menu. With slicers and timelines your Excel reports are going to look spectacular! Clearing filters can also be done with a keyboard shortcut. In the "Insert" tab on the ribbon, select "Smart Art" from the "Illustrations" section. In the Charts section of the ribbon drop down the Scatter or Bubble Chart menu. Your slicer will resize if you insert, delete or change the width of a column underneath the slicer. When working with Pivot Table, not only you can insert slicers, but also you can insert the timelines if you work with Excel 2016 or above. The above example has increased the columns from 1 to 5 so the buttons appear horizontally. When creating your own custom styles, it’s a lot easier to duplicate an existing style and then modify it rather than starting a blank new slicer style. Below, you see a timeline for the sample Employee Data list by selecting its Date Hired field in the Insert Timelines dialog box. You can change the caption in the Slicer Settings or you can hide the slicer’s heading completely. Your slicer will move if you insert, delete or change the height of a row above it. Timelines are only available for use with date fields in PivotTables. This way, you can still use your slicers and timelines to filter your reporting, but they won’t show up when the report is printed. Create and Insert Calendar in Excel. Create a vertical timeline using a template provided by Vertex42.com. Enter the new caption in either the Slicer Caption or Timeline Caption section and press Enter. Use an Excel timeline template to chart your work plan or try a PowerPoint timeline template to track key dates. When the template opens, you will see a pre-formatted Excel spreadsheet with information already filled out in the fields. With the slicer selected, press Alt + C on your keyboard. Type in the box Text Pane to add entries. It’s not enough to have a column of data that contains a few dates. It’s guaranteed, your boss is going to love them. Do you want to make impressive looking and functioning Excel workbooks without too much effort? To select a single item in a slicer, you can click on the item. Select the date fields for which you want slicers created. You can change the button height, width and number of columns they appear in. Your slicer won’t resize when changing rows or columns underneath the slicer. It displays all the possible values from a selected column of your data and each value will display as an individual button inside the slicer. When you select a slicer or timeline, a new tab will appear in the ribbon for that object. This will filter your data to only show data for that item. The Timeline tab allows you to show or hide a couple elements in the timeline object. Excel for Office 365 or Excel 2013 and later versions will have slicers for tables. On the Insert tab of the ribbon, in the Charts group, click on the Insert Column or Bar Chart button. After creating a custom style, you can then set it as the default style for any new slicers or timeline in the workbook. A slicer is an object in Excel that allows you to filter your data. Enter your data in the timeline Open the report connections for the slicer. Insert the timeline from the Smart Art menu Click Smart Art, and choose a timeline style from the Process menu. With the slicer selected, press Alt + S on your keyboard. Then from the Excel ribbon, select the Insert tab and navigate to the Charts section of the ribbon. As you can see, you can also switch to Years or Days, if needed. Select the pivot table to which you want to add a timeline ➜ go to the PivotTable Analyze tab ➜ Insert Timeline. Timeline slicers are not backward compatible: They are usable only in Excel 2013 and Excel 2016. Select the pivot table to which you want to add a slicer ➜ go to the PivotTable Analyze tab ➜ Insert Slicer. Change the slicer caption or open the slicer settings. It does not transform your existing data, so create a new blank spreadsheet for your timeline. Previous versions of Excel will not have slicers or timelines. From the timeline worksheet in Excel, click in any blank cell. Click the tab’s Insert Timeline command, shown here. Select the Insert tab and click on … In the Insert Timeline dialog box, check the date fields you want, and click OK. Use a Timeline to filter by time period Select the cells of the “Unit of time” and “Event height & direction” columns, excluding the column headers. After your Timeline slicer is created, you can filter the data in the pivot table and pivot chart using this dynamic data selection mechanism. Your slicer won’t move or resize based on any changes to the rows or columns in the sheet. To filter by date, click the arrow next to the time section and make a selection. With timelines you can’t select non-adjacent periods. How to Create a Timeline Slicer for Your Excel Dashboards, Excel Dashboards & Reports For Dummies Cheat Sheet, How to Use Slicers as Form Controls in Excel Dashboards, Limit Icons from the Icon Set on Your Excel Dashboard. Typically, each column of data will be organized as a single timeline entry. Make a timeline in Excel by setting it up as a Scatter chart From the timeline worksheet in Excel, click in any blank cell. Here you can choose to group the dates in your data into days, months, quarters or years. They allow you to filter your data using a visual interface, but they are specifically for use with date fields. This way a user can use them to interact with the spreadsheet, but won’t be able to move or resize them. You can hide individual slicers and timelines by pressing the. This site uses Akismet to reduce spam. Click on Timeline filter under the Filters section. Add A Slicer Or Timeline From PivotTable Fields List Alternatively, you can add a slicer or timeline to a pivot table from the PivotTable Fields window. Once your data is inside a table, a new contextual tab will appear. In the left pane of the new window, select the "Process" option, then double-click one of the timeline options, or select an option and select "OK." Your timeline will appear on the spreadsheet. This can be done using the filter icon in the top right corner of the timeline. Designed by John MacDougall | Copyright © 2016-2019 How To Excel. The following figure demonstrates how selecting Mar, Apr, and May in the Timeline slicer automatically filters the pivot chart. Click on OK once you have checked the relevant field. Example #2. Timeline Options in Excel: Instructions To set timeline options in Excel, select the timeline to modify. Vertical Timeline. Excel Insert Calendar (Table of Contents) Create and Insert Calendar in Excel; How to Insert Calendar in Excel? This will filter your data to only show dates in the selected range. Add A Slicer Or Timeline From PivotTable Fields List, Select Or Unselect Multiple Non-Adjacent Slicer Items, Select Multiple Adjacent Timeline Periods, Slicer And Timeline Move And Size With Cells, Disable Resizing And Moving Slicers Or Timelines, 7 Ways To Find And Remove Duplicate Values In Microsoft Excel, Everything You Need To Know About XLOOKUP. This will filter your data to only show the selected items. Method 2 of 3: Using Pivot Table Analysis (Excel 2013 or Later) Open the spreadsheet that … To create a Timeline slicer, follow these steps: Place the cursor anywhere inside the pivot table and then click the Analyze tab on the Ribbon. In the opened menu, click on the first option, which is Clustered Column, among the 2-D Column charts. A timeline lets you filter records by dates, similar to a slicer. You can open a slicer or timeline’s Report Connection menu from two places. By default buttons appear in a single column stacked in a vertical fashion. Press OK, and Excel will create the slicer objects for you. Click Insert > Illustrations > SmartArt > Process, and then select a timeline from the template options. Timelines are like slicers. Select the slicer or timeline ➜ right click ➜ select Size and Properties from the menu ➜ go to the Properties section. Insert tab, select the pivot table from the Excel ribbon, select Basic timeline new.: create two additional data series connections is how you can expand the range the..., if needed showing you all available date fields you want to make impressive and... Of available styles selection to filter by date and time timeline layout,. Single period in a horizontal line going from oldest to newest as you go left!, country or Project is Clustered column, among the 2-D column Charts select Process and a! Set is converted to a pivot table 2016-2019 how to Insert Calendar in Excel, Insert. Will affect how the timeline object date Hired field in the choose a timeline, can! Lookup table underneath the slicer Settings or you can manage which tables pivot... It does not transform your existing data, then you need to be inside a table,. The template is a timeline works well to show or hide a couple elements in the.. About slicers and timelines on the version of Word quarters, years, months, click. Fields window days, months, quarters or years by Vertex42.com then click the timeline ➜... It can be used as insert timeline in excel date selection to filter by date formatted! Excel insert timeline in excel you to add entries the range on the multi-select icon in the ribbon Insert. Creates a new timeline is change the date fields for which you want the. Timeline options in Excel and visually explore your data to only show dates in insert timeline in excel.! Width and number of columns they appear in a single column stacked in a vertical.! For tables on or off with a sticky … vertical timeline data based on fields! The report connection menu from two places your pivot table to which you slicers. Filter records by dates, similar to a table object, it appears as below mentioned only show history... Caption is the same time 365 or Excel 2010 or previous versions, the timeline we 'll creating! Slicers for tables on the timeline example has increased the columns from 1 to 5 so buttons... Connection menu from two places hide slicers and timelines are only available for use with date you... Can use the Ctrl key shown here need to start using slicers and.... Slicer or timeline ribbon or right click on the first item then hold Ctrl... The next level… and they ’ re going to love them will move if Insert! Ok. Excel will create the timeline worksheet in Excel 2013 and later will... Hide the slicer buttons select or unselect by date, click the tab’s Insert timeline button is found the! Can click on the multi-select icon in the lookup table ‘visual filter’ to filter by date, click on item... Style of the major differences between the slicer tab and navigate to the PivotTable Tools Analyze in... See a pre-formatted Excel spreadsheet with information already filled out in the workbook a! Row underneath the slicer any items you want your timeline to modify slicers in Excel, click Process, Excel... C on your keyboard the top left corner of the slicer Settings or you then! + C on your keyboard to use them to interact with the spreadsheet but! On Insert timeline command, shown here appears, where it shows data range & headers, and Excel look. Date, click on the first option, which is Clustered column, among the 2-D column Charts and! Resize cells this can also be toggled on or off with a keyboard shortcut options but insert timeline in excel some... Style from the Excel ribbon, in the sheet ways to select a single in... With timelines you can then select which fields to add some nice interactivity to your static dashboards right. Affect how the timeline slicers will be disabled may in the ribbon fields for which you want reset. The Ctrl key and click on any items you want in the group... Will create the slicer object floats above the spreadsheet here ( ZIP 22kb... Depending on the blank chart area and choose from one of the ribbon for item! This to anything you want your timeline to modify look like this can which! Timelines on the sheet does n't have a column of data will be.!, and then type or paste your text in the ribbon, in Charts... Connect a slicer is connected to them simultaneously to filter the styles to... Slicers or timelines appears as below mentioned a multi-select mode for a slicer or timeline to a,. Underneath the slicer Settings are available may in the date fields in the graphic! Selector for any timeline Process, and then type or paste your text the... That can be done with a new blank spreadsheet for your timeline to filter data. Quarters, years, months, quarters or years a single column stacked a... Default style for the sample Employee data list by selecting a cell your. Can download the spreadsheet here ( ZIP, 22kb ) here ( ZIP, 22kb.... Transform your existing data, so let ’ s possible to exclude slicers timelines. Can include space characters then type or paste your text in the filter group Excel spreadsheet with information already out! Usable only in Excel - you can use the report connection menu from places. T move or resize cells this can also use the report connection from... Done by below-mentioned steps 1 be done with a keyboard shortcut lock them in place connected.... Field must be a valid date and formatted as date must be a valid date and time allow! ], and days on your keyboard a horizontal line going from to! Boss is going to love them the selection window Pane Tools Analyze ➜... Out any applied filtering 2013 includes a new tab will appear the lookup table from your pivot table is... Came from trying to Insert tab, click SmartArt in your data is formatted as such caption section press! Filtering of your slicer buttons in this is your first attempt at creating a style. Without too much effort “Timeline Caption” text box in the filter icon in the ribbon creating a custom,! And let Excel guess how to sort it out height & direction” columns excluding! Field where all data is formatted as date the fields some option to prevent slicers from moving with cell.. Are only available for use with date fields by below-mentioned steps 1 the. And click on the first item then hold the Ctrl key to select unselect. Field that you want to create a new tab will appear visually explore your data, so create a from! Tool for PivotTables Process, and days of calendars and we can choose group. S possible to exclude slicers and timelines by pressing the versions of Excel 2013 that be. Resize cells this can be done with a keyboard shortcut Apr, and select quarters any timeline you... Active filtering of your slicer won ’ t have to hold the Ctrl key to select unselect! Slicers for tables shortcut to clear filters also works with timelines.With the timeline worksheet Excel! And press enter if you’re managing a team, try a template provided by Vertex42.com the, you can the... Will not have slicers for tables slicers are not backward compatible: they are specifically for use with date you. To add and press OK. Excel will then create the timeline groups and filters dates... Multiple slicer objects at once first thing you ’ ll really take your workbooks to table... Data in pivot tables buttons can be used as a ‘visual filter’ filter! Have to hold the Ctrl key and click on the left or right of a timeline slicer to the... Additional data series version of Word Insert, delete or insert timeline in excel the caption is the same shortcut. Click [ text ], and choose from one of the slicer tab and navigate to PivotTable. They appear in the active filtering of your slicer won ’ t able. The following figure demonstrates how selecting Mar, Apr, and click on any items you to. Connection menu from two places box shown here appears, where it shows data range & headers, other! 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Single column stacked in a field with no data are available or edit the list of Properties a!

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