How to filter date range in an Excel Pivot Table?
In a normal table or range, it’s easy to filter data by clicking Data > Filter, but do you know how to filter in a pivot table? This article will show you the methods in detail.
- Filter date range in Pivot Table with adding date field as row label
- Filter date range in pivot table with adding data filed as report filter
Filter date range in Pivot Table with adding date field as row label
When drag and drop the date field as the first-row label, you can filter date range in the pivot table easily. Please do as follows:
1. Select the source data, and click Insert > PivotTable.
2. In the Create PivotTable dialog box, specify the destination range to place the pivot table, and click the OK button. See screenshot:
3. In the PivotTable Fields pane, please drag and drop the Date field as the first-row label, then drag and drop other fields to different sections as you need. See screenshot:
4. Go to the pivot table, please click the arrow beside Row Labels, uncheck the dates you will hide, and click the OK button. See screenshot:
Now you have filtered the date range in the pivot table.
Notes:
(1) If you need to filter out the specified date range in the pivot table, please click the arrow beside Row Labels, and then click Date Filters > Before/After/Between in the drop-down list as you need.
In my case I select Date Filters > Between. Now in the Date Filter (Date) dialog box, specify the certain date range, and click the OK button. See screenshot:
Now you have filtered out the specified date range in the pivot table.
(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. as you need.
Filter date range in pivot table with adding data filed as report filter
You can also drag and drop the date field to the Filter section in the PivotTable Fields pane to filter date range in the pivot table.
1. Please follow Step 1 -2 of above method to create a pivot table.
2. In the PivotTable Fields pane, please drag and drop the Date field to the Filter section, and then drag and drop other fields to other sections as you need.
Go to the pivot table, you will see the Date field is added as report filter above the pivot table.
3. Please click the arrow beside (All), check Select Multiple Items option in the drop-down list, next check dates you will filter out, and finally click the OK button. See screenshot:
Now you have filtered date range in the pivot table.
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