Timelines in Excel 13

Do you want to filter data in a spreadsheet in a chronological order?

Do you want to filter out PivotTables and Pivot Charts faster and easier by simply selecting the corresponding time period?

We are able to filter our data based on years, days, month or quarters using this new feature named Timeline in Excel 13.

First of all we must create a PivotTable. In the image below I have selected the data in order for the PivotTable to be created and then selected the Insert tab and from the left area of the ribbon named Tables I selected the command PivotTables as shown in the image below.

Insert tab - PivotTable

Once the PivotTable command is selected a dialog box named Create PivotTable appears as shown below asking us where we want the PivotTable to be created: New Worksheet or Existing Worksheet. In my example I will be selecting New Worksheet. Once we have selected where we want the PivotTable to be placed we press the OK button.

Create PivotTable

Once the new worksheet is created, we have to select the checkboxes from the Pivot Table Fields task pane which appears at the right of our screen in order for the Pivot Table to be created.

Anaylyze PivotTable Fields

In the image below I have selected all the necessary check boxes, and once that is done the Pivot Table is created.

PivotTable Fields

Once the PivotTable is created the main tab PivotTable Tools appears, which is divided in to two tabs: Analyze and Design. Now, if we want to filter our data according to the Timelines, we select the Analyze tab and then from the area of the ribbon named Filters we select the command Insert Timeline.

Insert Timeline

Another way is to select the Insert tab and from the area of the ribbon named Filters we select the command Timeline as shown below.

Insert Timeline

Once the Timeline command is selected an Insert Timelines dialog box appears where we just select the check box at the left of Order Date (the name of the column that has dates).

Insert Timelines

Once we have selected the check box, we press the Ok button that has been activated as shown in the image below.

Insert Timelines

A Deliver Date Time Line will appear according to the months as shown in the image below.

Timelines All Periods

Now, in this Timeline if we select a particular month (for the example below December) the Pivot Table will be filtered according to the month December.

Timelines Months

We can filter the data in the Pivot Table according to the Years, Quarters, Months and Days in the Timeline by selecting the one needed from the drop down list which is located in the top right corner of the Timeline as shown in the image below:

Timelines Months

In the image below I have selected from the Timeline to appear data in Years, and straight away the Pivot Table has been filtered according to the selected year (ex. 2007).

Timelines Years

If we want to select two or more consecutives Years, Months, Quarters, Days we just click and drag from either the right of left area of the selected Year until the necessary Year or select the first one and the by pressing and holding down the Shift button selecting the last one (this will select all the Timelines that are in-between also).

Select Multiple Timelines

Once we have created a Timeline a new main tab appears which is named Timeline Tools, where we can modify and format our Timeline as shown in the image below.

Timelines Tools

You can also check out the video below describing the Timeline feature in Excel 13.

Timelines in Excel 13

About officesmart

MVP: Honored with the MVP (Most Valuable Professional) for OFFICE SYSTEM title for the years 2011, 2012, 2013, 2014 and 2015 by Microsoft, for my contribution and commitment to the technical communities worldwide. Microsoft Master Specialist: This certification provides skill-verification tools that not only help assess a person's skills in using Microsoft Office programs but also the ability to quickly complete on-the-job tasks across multiple programs in the Microsoft Office system

Posted on February 15, 2013, in Excel English 2013, Microsoft Office 2013 English and tagged , , , , , , , , , . Bookmark the permalink. Comments Off on Timelines in Excel 13.

Comments are closed.