Home /Pivot Table Trick #3: Timeline

Pivot Table Trick #3: Timeline

I am a big fan of using interactive data exploration tools.  I enjoy learning new approaches and tools.  In Excel 2013 Microsoft added a timeline feature.  This feature gives Pivot Table users the ability to isolate data through an interactive timeline tool.  Here is how it works:

 

The first criterion needed to utilize this tool is a data set that contains data information.  In the table above I have journal entries by date.

 

  1. Create a Pivot Table from the data set

2. Once the Pivot Table has been created Click Insert Timeline within the Options menu

 

3. A menu will appear

4. Check the box that involves the date

5. Click Ok

6. A horizontal interactive scroll bar will appear with dates.

7. Use the mouse to focus on the time desired time range

About the author

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Othniel Denis is currently Principal of Excellent Ones Consulting LLC. He brings with him a background in finance, training, and information management systems. Prior to opening his own firm, Othniel spent the last 13 years in finance as an Analyst at organizations like New York University, Nassau County Government and Brookhaven National Laboratory to name a few...

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