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Filtering PivotTables using Timelines in Excel

Posted by David Thibault  /  January 25, 2016  /  Excel   —   1 Comments ↓

Filter PivotTables using Timeline in ExcelHave you ever used Slicers in Excel? Slicers make it easy for users to filter tables, PivotTables, and PivotCharts. Timeline is a new feature to Excel 2013 that is similar to Slicers except it allows users to filter dates interactively. This is a must for anyone reporting using dates. Dates can be easily filtered by days, months, quarters, and years. Follow the steps below to learn how to insert and use a Timeline in your PivotTable in Excel.

1. Click in your data that contains dates, and create a PivotTable (Insert tab / PivotTable).

2. While still in the PivotTable, click on the Insert tab / Filters group / Timeline.

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3. In the Insert Timelines Dialog box check the appropriate box and click OK.

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4. A Timeline scale will appear. It can be moved and resized if necessary.

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5. To filter your PivotTable data, either click on the specific date time or choose from one of the many filtering options located under the drop list.

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6. Click on the Cancel Filter button to view all results.

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Topics: Excel