This is useful if you want to see what invoices are due to be paid this month or what sales transactions were included in a particular quarter. The date is one of many variables and has daily dates going back to 2013. Now that we have seen how to create a pivot table, let us get to the main subject of this article, which is sorting data inside a pivot table. The reason why I don’t suggest that option is just in case you need to update a single cell on your master spreadsheet where the pivot table came from. To see the steps in action, please watch this short video on Pivot Table Date Filters. Bottom line: Learn how to filter a pivot table, pivot chart, or set a slicer for the most recent date or period in the data set. Skill level: Intermediate Changing the Days Field Number Formatting Doesn't Work. This is a super easy way to sort your data within a pivot table. She wants to automatically filter the reports for the most recent date in a column in the data set. A larger pivot table to practice on is also included with the practice dataset these values have been taken from and will be used for illustrating how to sort data in a pivot table. select the 'Sort Oldest to Newest' option. Bottom line: Learn how to change the date formatting for a grouped field in a pivot table. Now let’s take the same data, but create a Pivot Table based on Power Pivot. Bingo! If you move a filtered date field from the Row Labels area to the Report Filters area, any filtering will be discarded, unless the checkboxes were used to select specific dates. Case 2: Pivot Table report based on Power Pivot data. To sort a pivot table, click on the filter button for the row or column field that you want to use in the categorizing. To group the data by week, you can set 7 days date from Monday to Sunday as a week, please do as follows: 1. This data was visible in the pivot table, but in the wrong place. In my case, I had to: From the Pivot Chart,open the 'Date' Filter menu. Now, if we want to add filters for the other columns, the Filter menu (Data > Filter… This gets the data into Power Pivot. When we group a Date field in a pivot table using the Group feature, the number formatting for the Day field is fixed. Another way to do this is to take all of the data within the pivot table and put it into a new tab and then sort it. You can filter by a particular date range, for example: by this week, next month, next quarter, next year, last year, year to date and the list goes on and on. I want to filter the date as necessary in the pivot table, but the filter only shows me each and every day...not grouped data by year which can be drilled down as desired. Next, let’s create a Pivot Table. In the Grouping dialog, please do the following options: Reading Time: 2 minutes When you create a pivot table (TCD), only the first column offers the option of filtering or sorting. When I apply a filter on the data set the dates are grouped by year, month, and finally be date. After have created your pivot table, please right click any date in the pivot table, and select Group from the context menu, see screenshot: 2. For this, select the month numbers (C2:C8), click Sort & Filter > Sort Smallest to Largest, and then expand the selection when Excel asks you to do so.If all done correctly, you will get the following result: Please pay attention that our data is now sorted by month, ignoring the years and days within each month. And now, sort your table by the Month column. Video: Pivot Table Date Filters . In addition, the Pivot chart refused to show that data for that date even though the 'Date' filter allowed it to be selected. 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