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Excel - Using Filters in an Excel Pivot Table - Episode 710

1,071 views · Published 18 February 2009 · 1:58 · Indexed 14 November 2026

Channel: MrExcel.com · 2009 · Education

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Microsoft Excel Tutorial: Using Filters in an Excel Pivot Table
Welcome back to the MrExcel netcast! In this video, I, Bill Jelen, will be showing you another useful trick for pivot tables. As we discussed in our previous videos, pivot tables are a powerful tool for analyzing and summarizing large amounts of data. Today, I will be demonstrating how to use pivot filters to further refine your data and make it more manageable.

First, I will show you how to group daily dates into larger time periods such as weeks, months, quarters, and years. This feature has been available since Excel 2007 and is a great way to organize your data. Next, I will introduce you to the new date filters in Excel 2007. These filters allow you to choose virtual filters such as Next Week, This Week, Next Month, Next Quarter, and Last Quarter. This makes it incredibly easy to limit your data to a specific time period.

One of the best things about these date filters is that they are virtual fields. This means that every time you open and refresh your pivot table, the data will automatically be filtered according to your chosen time period. However, in order to use these filters, you must be using Excel 2007 and have your data stored as an Excel 2007 file. If your data is still in compatibility mode or stored as a regular xls file, you will not be able to add date filters.

I hope you found this tutorial on pivot filters helpful. If you did, don't forget to give this video a thumbs up and subscribe to our channel for more Excel tips and tricks. And remember, these date filters are only available in Excel 2007 and above, so make sure to update your software if you haven't already. Thanks for watching and we'll see you in our next netcast from MrExcel!"

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Learn how to filter a pivot table to only items from this week, last quarter, or next month. Episode 710 shows you how.

Table of Contents:
(00:00) Introduction to Pivot Tables
(00:14) Rolling up Daily Dates
(00:24) New Trick in Excel 2007
(00:36) Grouping Daily Dates
(00:46) Virtual Date Filters
(00:59) Benefits of Virtual Field
(01:13) Requirements for Using Date Filters
(01:24) Compatibility Mode and Excel 2007 Files
(01:36) Clicking Like really helps the algorithm

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