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By Susan Harkins in 10 Things, August 22, 2013, 12:23 PM PST More Email Alert RSS
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Get to know Excel's new timeline tool for PivotTables, step by step.
Excel 2013 includes a new timeline tool for PivotTables. A timeline lets you filter records by dates, similar to a slicer. In this 10-step article, we'll generate a simple PivotTable, add a timeline, and explore the different ways to use it to filter data. Combining PivotTables, timelines, and slicers is a great start to an interesting and easy-to-use dashboard.
Figure A
To execute the PivotTable wizard, click anywhere inside the data and then do the following: 1. Click the Insert tab. 2. Click PivotTable in the Tables group. 3. In the resulting dialog, choose Existing Workbook from the location options and click cell F1, as shown in Figure B. 4. Click OK.
Figure B
You can insert a PivotTable into a new sheet, but insert this one in the active sheet.
Figure C
3: Filter as is
The date filter lets you filter the table by specific dates. You can even select multiple dates as follows: 1. Click the All drop-down arrow and check the Select Multiple Items option. Doing so will select all the dates. 2. Uncheck the (All) option at the time and select 2/28/2010 and 5/31/2010, as shown inFigure D. 3. Click OK to see the results in Figure E.
Figure D
Figure E
To specify a time span, select all the times involved. For instance, displaying dates for 2010 would require selecting all 12 2010 records, but you could do it. Unfortunately, filtering by the day, month, year, or quarter would require specialized knowledge. It's not something your average user could do.
4: Insert a timeline
Now, let's add a new timeline tool. To do so, click inside the PivotTable and click the contextual Analyze tab. In the Filter group, click Insert Timeline. The resulting dialog will display the date field. Check it, as shown in Figure F, and click OK. The results are shown in Figure G.
Figure F
Figure G
Figure H
Figure I
Figure J
Figure K
8: Add a slicer
You can use slicers with the timeline for more specific filtering. For instance, you can add a personnel slicer to filter the date data as follows: 1. Click inside the PivotTable and click the contextual Analyze tab 2. In the Filter group, click Insert Slicer.
3. In the resulting dialog, choose a field to filter by. In Figure L, I've chosen Personnel. 4. Click OK.
Figure L
You can use a slicer to filter the PivotTable, with or without the timeline.
Figure M
Figure N