Excel 2019 Bible

(singke) #1

Part IV: Managing and Analyzing Data


FIGURE 30.21
Using slicers to filter a PivotTable by state and by month

This workbook, named pivot table slicers.xlsx, is available on this book’s website at www
.wiley.com/go/excel2019bible.

Filtering PivotTables with a Timeline
A timeline is conceptually similar to a slicer, but this control is designed to simplify time-
based filtering in a PivotTable.

A timeline is relevant only if your PivotTable has a field that’s formatted as a date. This
feature does not work with times. To add a timeline, select a cell in a PivotTable and choose
Insert ➪ Filters ➪ Timeline. A dialog box appears listing all date-based fields. If your
PivotTable doesn’t have a field formatted as a date, Excel displays an error.

Figure 30.22 shows a PivotTable created from the data in columns A:E. This PivotTable uses
a timeline set to allow date filtering by quarters. Click a button that corresponds to the
quarter that you want to view, and the PivotTable is updated immediately. To select a range
of quarters, drag the edges of an already-selected quarter forward or backward. Other filter-
ing options (selectable from the drop-down in the upper-right corner) are Years, Months,
and Days. In the figure, the PivotTable displays data from the last two quarters of 2019.
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