Excel Reporting (Date/FY) FiIters before opening excel

Some clients, with years + years worth of data, and as such, the functionality to amend the pivot tables, create new graphs etc.. and re upload into Sage to be used next month is not available as the file size is too big. The function to amend and upload is great, but is restrictive for long serving customers, or high transactional companies, whereby their data is too large to do this, and they have no workaround as you get all Sage200 data pulled through, rather than being able to filter what is brought through. If a filter/criteria could be created before running excel reports that would be great.