Microsoft Office Tutorials and References
In Depth Information
Examples of Filtering Your Data
You can remove the applied filters in your pivot tables by taking these actions:
1. Click anywhere inside your pivot table to activate the PivotTable Tools context tab in the Ribbon.
2. Click the Analyze tab.
3. Select the Clear icon and select Clear Filters, as shown in Figure 14-40.
Figure 14-40: Select Clear Filters to remove the applied filters in a field.
Creating views by month, quarter, and year
Raw transactional data is rarely aggregated by month, quarter, or year for you. This type of data is often
captured by the day. However, people often want reports by month or quarters instead of detail by day.
Fortunately, pivot tables make it easy to group date fields into various time dimensions. Here’s how:
1. Build a pivot table with Sales Date in the Row Labels area and Sales Amount in the Values
area, similar to the one in Figure 14-41.
Figure 14-41: Build this pivot table to start.
2. Right-click any date and select Group, as shown in Figure 14-42.
The Grouping dialog box appears, as shown in Figure 14-43.
3. Select the time dimensions that you want.
In this example, you can select Months, Quarters, and Years.
4. Click OK.