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Filtering records using a Timeline

From: Office 2013 New Features

Video: Filtering records using a Timeline

If you like to use pivot tables to analyze data, you're going to like this next new feature that allows you to filter via a timeline. It's called the Timeline Filter. We're going to use this file named, No Obstacle Sport - July 2012 Sales Report, which as you can see from the very first Data sheet here is a list of sales for each of the days in July. So, we have multiple sales on the first of July. You can see the SKUs for the items, their prices, and if we scroll all the way down to the bottom of this sheet, we're going to see a grand Total Revenue for the month of July 2012.

Filtering records using a Timeline

If you like to use pivot tables to analyze data, you're going to like this next new feature that allows you to filter via a timeline. It's called the Timeline Filter. We're going to use this file named, No Obstacle Sport - July 2012 Sales Report, which as you can see from the very first Data sheet here is a list of sales for each of the days in July. So, we have multiple sales on the first of July. You can see the SKUs for the items, their prices, and if we scroll all the way down to the bottom of this sheet, we're going to see a grand Total Revenue for the month of July 2012.

This is a perfect opportunity for a pivot table that will help us to analyze that data and make it a little bit easier to understand. Let's go to the Pivot Tab where a pivot table has already been created based on two fields. As you can see we have the Date field and we have the Sum of the Price field next to it. So, instead of individual sales, we see the total sales for the first of July, the second, and so on. And as we scroll down, there's our Grand Total. That's for each of the days in July where there were sales, and if wanted to analyze that further by date, we can use this new Timeline Filter.

All we need to do now is make sure that we're on cell A2. Click there. That's the beginning of our Pivot table. Go to the Insert Tab, and next we'll go to the Filter section where you'll find the new one called Timeline. We'll give that a click and there's only one Date field or table to choose from here. If there were multiple tables, we could select the table we want to base our timeline on, but there's just this one over here. It's called Date, we'll click the check box and click OK. All right. So, there's our object. We can move it around, we can size it.

There is a Scroll bar, so we can see the contents. In this case, we're looking at the default, which is the various months of 2012, but we know our table only has sales showing for July. If we go to July, we're not going to see any changes over here in our table because all of these dates fall in that month. However, we can go to the dropdown to choose a different filter. We have Years, Quarters, we also have Months, which is already checked off, but the one we want is Days. So, when we click Days, now we're looking at different object.

As we scroll across, we're looking at each of the individual days in July, and they are all highlighted right now. That's why we're seeing all of the data over there on the left-hand side. Let's just stretch this out so we can see at least most of the days in July as we scroll left to right. Now, we can pick an individual day if we wanted to. For example, how did we do on the first? Well, we just click the one and that's all we're going to see, sales for the first including the Grand Total. What about the first ten days? We can click and drag from one all the way across to 10 and release.

There is our total sales for the first ten days in July. Wondering about the second half? Well, again you could click and drag over the dates. Let's go from the 15th all the way to the 30th and release. So, it's a great way to quickly review data based on a timeline. In this case, viewing it by Days, but we also have the ability to view by Months, Quarters and Years. It's a handy little feature, and it is an object that we can move around and size to our liking. It's just a great way to save some time when you're trying to analyze complicated or extensive data.

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This video is part of

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Office 2013 New Features

44 video lessons · 19327 viewers

David Rivers
Author

 
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  1. 1m 38s
    1. Welcome
      1m 3s
    2. Using the exercise files
      35s
  2. 16m 49s
    1. Exploring the new user interface
      4m 57s
    2. Integrating with the cloud
      3m 42s
    3. Exploring Touch mode
      2m 53s
    4. Using the bookmark feature
      2m 18s
    5. Customizing the Ribbon with display options
      2m 59s
  3. 27m 44s
    1. Inserting online video
      4m 4s
    2. Editing PDF documents
      4m 58s
    3. Inserting and reading comments
      2m 55s
    4. Tracking changes and conversations
      2m 19s
    5. Using Read mode for longer documents
      4m 14s
    6. Using object zoom in Read mode
      1m 53s
    7. Exploring new templates in Word
      2m 47s
    8. Inserting objects with onscreen alignment guides
      4m 34s
  4. 28m 25s
    1. Filling empty cells using Flash Fill
      3m 38s
    2. Filtering records using a Timeline
      3m 11s
    3. Previewing with Quick Analysis
      4m 34s
    4. Using Chart Advisor recommendations
      2m 43s
    5. Finding errors and issues with Power view
      6m 16s
    6. Converting roman numerals into arabic numbers
      2m 42s
    7. Protecting data in a shared spreadsheet
      5m 21s
  5. 33m 36s
    1. Working with new templates
      3m 29s
    2. Exploring the new Presenter view
      3m 45s
    3. Using color adjustments
      2m 59s
    4. Inserting new charts
      8m 37s
    5. Positioning objects with various guides
      2m 50s
    6. Exploring new transition effects
      2m 55s
    7. Creating a custom shape
      4m 31s
    8. Playing an audio track across multiple slides
      4m 30s
  6. 7m 2s
    1. Exploring changes to the user interface
      3m 23s
    2. Exploring the new Access templates
      3m 39s
  7. 8m 48s
    1. Inserting online pictures into a publication
      3m 10s
    2. Using the scratch area for inserting images
      3m 30s
    3. Creating JPEGs with the Save for Photo Printing option
      2m 8s
  8. 18m 27s
    1. Exploring the new user interface
      4m 30s
    2. Changing views
      4m 8s
    3. Embedding files in a notebook
      3m 31s
    4. Linking notes to your Outlook calendar
      3m 57s
    5. Inserting a screenshot
      2m 21s
  9. 8m 8s
    1. Exploring the user interface and some sneak peeks
      3m 35s
    2. Using the Weather bar
      1m 42s
    3. Connecting to social networks
      2m 51s
  10. 29s
    1. Next steps
      29s

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