Tip: Other languages are Google-Translated. You can visit the English version of this link.
Log in
x
or
x
x
Register
x

or

How to filter by month in a pivot chart in Excel?

For example, you want to compare the sales volume of all fruits in a given month in a Pivot Chart, how could you filter the sales volume by this month? Here I will show you two ways to filter by month in a Pivot Chart in Excel easily.

Filter by month in a Pivot Chart if axis labels/legends are dates

Filter by month in a Pivot Chart if axis labels/legends are not dates

Quickly filter dates by day/week/month/quarter/year only in Excel

Kutools for Excel provides a powerful Super Filter utility to help Excel users quickly sort dates by day/week/month/quarter/year only, filter text strings by text length, filter text strings by Uppercase or lowercase, etc. Full Feature Free Trial 30-day!

ad super by month

Office Tab Enable Tabbed Editing and Browsing in Office, and Make Your Work Much Easier...
Kutools for Excel Solves Most of Your Problems, and Increases Your Productivity by 80%
  • Reuse Anything: Add the most used or complex formulas, charts and anything else to your favorites, and quickly reuse them in the future.
  • More than 20 text features: Extract Number from Text String; Extract or Remove Part of Texts; Convert Numbers and Currencies to English Words.
  • Merge Tools: Multiple Workbooks and Sheets into One; Merge Multiple Cells/Rows/Columns Without Losing Data; Merge Duplicate Rows and Sum.
  • Split Tools: Split Data into Multiple Sheets Based on Value; One Workbook to Multiple Excel, PDF or CSV Files; One Column to Multiple Columns.
  • Paste Skipping Hidden/Filtered Rows; Count And Sum by Background Color; Send Personalized Emails to Multiple Recipients in Bulk.
  • Super Filter: Create advanced filter schemes and apply to any sheets; Sort by week, day, frequency and more; Filter by bold, formulas, comment...
  • More than 300 powerful features; Works with Office 2007-2019 and 365; Supports all languages; Easy deploying in your enterprise or organization.


arrow blue right bubbleFilter by month in a Pivot Chart if axis labels/legends are dates

Let's say you have created a Pivot Chart and the axis labels are dates as below screen shot shown, you can easily filter the Pivot Chart by month as follows:

Step 1: Click the Date filed button in the Pivot Chart, and then select the Date Filters > All Dates In the Period and then select a month, such as January.

Note: In Excel 2007, the filed buttons are not displaying in Pivot Chart, but there is a PivotChart Filter Pane for filtering. Click the Pivot Chart, go to the PivotChart Filter Pane's Axis Fields (Categories) section (or Legend Fields (Series) section), click the arrow besides the Date, and then click Date Filters > All Dates in the Period > January or other month.

doc pivotchart filter by month 11

Now only data points occurred in selected month are filtered out. See below screen shot:


arrow blue right bubbleFilter by month in a Pivot Chart if axis labels/legends are not dates

In some cases, you may create a Pivot Chart and the axis labels or legends are not dates as below screen shot shown. Now if you have to filter the Pivot Chart by month, you can do as follows:

Step 1: In the Pivot Chart Fields pane, drag the Date filed from Choose fields to add to report section to the Axis (Categories) section or Legend (Series) section.

Note: You can also right click the Date filed in the Choose fields to add to report section, and select Add to Axis Fields (Categories) or Add to Legend Fields (Series) from right-clicking menu.

Then the Date filed button has been added to the Pivot Chart, and you can follow the same way to filter the Pivot Chart by month.

After filtering by month, the Pivot Chart may show as below screen shot:


Kutools for Excel Solves Most of Your Problems, and Increases Your Productivity by 80%

  • Reuse: Quickly insert complex formulas, charts and anything that you have used before; Encrypt Cells with password; Create Mailing List and send emails...
  • Super Formula Bar (easily edit multiple lines of text and formula); Reading Layout (easily read and edit large numbers of cells); Paste to Filtered Range...
  • Merge Cells/Rows/Columns without losing Data; Split Cells Content; Combine Duplicate Rows/Columns... Prevent Duplicate Cells; Compare Ranges...
  • Select Duplicate or Unique Rows; Select Blank Rows (all cells are empty); Super Find and Fuzzy Find in Many Workbooks; Random Select...
  • Exact Copy Multiple Cells without changing formula reference; Auto Create References to Multiple Sheets; Insert Bullets, Check Boxes and more...
  • Extract Text, Add Text, Remove by Position, Remove Space; Create and Print Paging Subtotals; Convert Between Cells Content and Comments...
  • Super Filter (save and apply filter schemes to other sheets); Advanced Sort by month/week/day, frequency and more; Special Filter by bold, italic...
  • Combine Workbooks and WorkSheets; Merge Tables based on key columns; Split Data into Multiple Sheets; Batch Convert xls, xlsx and PDF...
  • More than 300 powerful features. Supports Office/Excel 2007-2019 and 365. Supports all languages. Easy deploying in your enterprise or organization. Full features 30-day free trial.
kte tab 201905

Office Tab Brings Tabbed interface to Office, and Make Your Work Much Easier

  • Enable tabbed editing and reading in Word, Excel, PowerPoint, Publisher, Access, Visio and Project.
  • Open and create multiple documents in new tabs of the same window, rather than in new windows.
  • Increases your productivity by 50%, and reduces hundreds of mouse clicks for you every day!
officetab bottom
Say something here...
symbols left.
You are guest ( Sign Up? )
or post as a guest, but your post won't be published automatically.
Loading comment... The comment will be refreshed after 00:00.

Be the first to comment.