How do you filter data by year?

Posted on by Mary Andersen

How do you filter data by year?

On the Data tab, in the Sort & Filter group, click Filter.

  1. Arrows in the column headers appear.
  2. Click the arrow next to Date.
  3. Click OK.
  4. Click the arrow next to Date.
  5. Result.
  6. Note: this date filter and many other date filters depend on today’s date.

Why is my pivot table not sorting by date?

You most likely have ‘Manual Sort” turned on. You need to go and change to radio button to “ascending > date”. You can also right click the row/column, “more sorting options”.

Can I filter by month pivot table?

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.

How do I change the date range in a pivot table?

Automatic Date Field Grouping

  1. Right-click a cell in the date field of the pivot table.
  2. Choose Field Settings…
  3. Click the Number Format button.
  4. Change the Date formatting in the Format Cells window.
  5. Press OK and OK.

How do I filter Year wise in Excel?

To use advanced date filters:

  1. Select the Data tab, then click the Filter command. A drop-down arrow will appear in the header cell for each column.
  2. Click the drop-down arrow for the column you want to filter.
  3. The Filter menu will appear.
  4. The worksheet will be filtered by the selected date filter.

How do I filter the Year in Excel?

Sort by dates

  1. Drag down the column to select the dates you want to sort.
  2. Click Home tab > arrow under Sort & Filter, and then click Sort Oldest to Newest, or Sort Newest to Oldest.

How do I group years in a pivot table?

You can also right-click a date field in the Rows or Columns area in the PivotTable Fields task pane. A dialog box appears. Click the date periods that you want to group by. Select Quarters, Years, Months or Days.

How do I filter dates by month and year in Excel?

To insert the Auto Filter, select the cell A1 and press the key Ctrl+Shift+L. And filter the data according to the month and year. This is the way we can put the filter by the date field in Microsoft Excel.

How do I get years in a pivot table?

How do I filter by month and year in Excel?

Why can’t I filter dates in Excel?

Reason 1: Grouping dates in filters is disabled In Excel, go to File. Click on Options (usually in the left bottom corner of the screen). Go to the Advanced tab in the left pane of the Options window). Scroll down to the workbook settings and set the check at “Group dates in the AutoFilter menu”.

How do I Sort by Month and year in Excel?

How do I group years in a PivotTable?

Grouping by Years in a Pivot Table

  1. Select any cell in the Date column in the Pivot Table.
  2. Go to Pivot Table Tools –> Analyze –> Group –> Group Selection.
  3. In the Grouping dialogue box, select Years. While grouping dates, you can select more than one options. By default, Months option is already selected.
  4. Click OK.

How do I sort by year not month in Excel?

How do I group ages in Excel?

To group ages into buckets like this, right-click any value in the Age field and choose Group from the menu. When the Grouping dialog box appears, set an interval that makes sense for your data. In this case, I’ll group by 10 years. When you click OK, you’ll see your data neatly grouped by age range.

How do I Sort a pivot table by month and year?

Here are the steps to do this:

  1. Select any cell in the Date column in the Pivot Table.
  2. Go to Pivot Table Tools –> Analyze –> Group –> Group Selection.
  3. In the Grouping dialogue box, select Months as well as Years. You can select more than one option by simply clicking on it.
  4. Click OK.

How to filter top 10 items in pivot table?

Top/Bottom: In this case since we are looking for top 10 retailers,select Top.

  • The Number of items you want to filter. In this case since we want to get top 10 items,this would be 10.
  • The third field is a drop down with three options: Items,Percent,and Sum.
  • The last field lists all the different values listed in the value area.

    • How to filter top 10 values in pivot table?

    Select the cell that contains the results to filter.

  • Click on the arrow to the right of the Order ID drop down box and select Value Filters > Top 10 from the popup menu.
  • When the Top 10 Filter (Order ID) window appears,select Top,10,Items,and Sum of Quantity in the respective drop downs.

    • How to add a filter to the pivot table?

    Add a report filter. Click anywhere inside the PivotTable. The PivotTable Fields pane appears. In the PivotTable Field List, click on the field in an area and select Move to Report Filter. You can repeat this step to create more than one report filter. Report filters are displayed above the PivotTable for easy access.

    How to sort pivot table by month and year?

    Click in a pivot table.

  • Drag a date field into the Row or Columns area in the PivotTable Fields task pane.
  • Select a date field cell in the pivot table that you want to group.
  • Right-click the cell and select Group from the drop-down menu.
  • Click the date periods that you want to group by.
  • Click OK.