Filtering date hierarchy in pivot table

Anonymous
2022-08-10T15:29:25+00:00

Hi

If I have a calendar table used in a pivot, and only want to see two months for example is there a way to filter it down,

so I just want November and December,

Richard

Microsoft 365 and Office | Excel | For home | Windows

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  1. Lz._ 38,106 Reputation points Volunteer Moderator
    2022-08-10T20:41:19+00:00

    Richard,

    OK, Power Pivot is involved. Don't use the Date Hierarchy but the Year & Month in the More Fields section.

    Drop them to Rows, then filter Month as you want (Jan-Mar below):

    Your updated file is available here

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  1. Lz._ 38,106 Reputation points Volunteer Moderator
    2022-08-10T16:05:54+00:00

    Hi Richard

    With the selection/cursor on your Pivot Table, Go to the Design tab > Report Layout > Show in Tabular Form then filter the Month as you want

    If you can't make it work, please share your sample workbook (i.e. with OneDrive or any other file sharing service) as I have a hard time to get a Pivot that looks like yours - Thanks

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  2. Anonymous
    2022-08-10T16:43:24+00:00

    Hi Richard,

    Filter With Date Check boxes

    If a date field is in the Report Filter area, only the date check boxes are available. If you want to filter for a date range, move the field to the Row or Column area instead.

    To select specific dates in a pivot table filter, follow these steps:

    Click the drop down arrow on date field heading cell To show the check boxes, add a check mark to "Select Multiple Items" Otherwise, only the list of dates will show, and you can choose one at a time In the list of dates, add check marks to show dates, or clear a filter checkbox to hide specific dates. Click the OK button, to apply the filter

    For more information, click on this link. https://support.office.com/article/571cc416-ba4d-4005-a01e-3d99306ccefc https://support.office.com/article/10-0e6860d3-d9f3-4971-b321-7092438fb38e

    Give back to the Community. Help the next person who has this issue by indicating if this reply solved your problem. Click Yes or No below.

    Best Regards, Oloduku

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  3. Anonymous
    2022-08-10T18:00:42+00:00

    I do use tabular form, but here's a link,

    it's just a p table Calendar, and I just want to see certain months.

    Richard.

    https://1drv.ms/x/s!ArpSa2LkaLp9nzhwtuCS2jRLZ2B2?e=8rymcO

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  4. Anonymous
    2022-08-10T23:20:33+00:00

    I can not dowload your file from 1 driver for network reason.

    An alternative is to get the filtered dataset with MS Query or other ways before build pivottable,I guess

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