Excel Pivot Table Filter Date Grouping

Insert a filter for a specific date range.

Excel pivot table filter date grouping. Then click any cell in the pivot table to activate the pivottable fields pane drag and drop the half year field to the rows section and then drag other fields to proper sections as you need. 2 if you want to filter out a dynamic date range in the pivot table please click the arrow beside row labels and then in the drop down list click date filters this week this month next quarter etc. How to create a pivot table in microsoft excel. Excel 2016 registry tweak.

The only way to turn off pivot table date grouping in excel 2016 if you re brave enough is by making a change to the windows registry. Dates are not automatically grouped there. Susan harkins shows you how. Right click on it and select group.

Select any of the cells from the date column. Add the date field to the pivot table report filter area first. We will change to the date formatting in the format cells window and press ok. Figure 9 field settings dialog box.

You will get a pop up window to group dates. We will select field settings number format. Then in the pivottable fields list drag the date field into the rows or columns area. Figure 10 format cells dialog box.

Select month in the group by option and then click ok. Below are the steps you need to follow to group dates in a pivot table. Now you have filtered out the specified date range in the pivot table. Funny that dates are often grouped by default in the dropdown fashion when using regular filters in excel but this is the only solution i ve come across for grouping dates for pivot table filters.

Grouping lots of data by dates is easy using excel s pivottable. We will right click on any cell in the date field of the pivot table. Now you will see the pivot table is created and the dates are grouped by half year of each year. I know it s off topic but if you are developing reporting tools and find excel to be limited and or tedious i would recommend taking it up.

Susan harkins shows you how. Change date formatting in pivot table. This is what prompted me to start with power bi. We will ungroup date.