Using Timelines in Excel 2013

By | 17th April 2015

Inserting a Timeline – a new tool for the Pivot Table

Timelines in ExcelWhat is a Time Line?

A timeline in Excel 2013 is a new feature for enhancing Pivot Tables. In the same way as the Slicer tool acts as a visual filter for data, the Time line is a visual filter for dates. It can be used to change the data shown in the Pivot Table and, like the Slicer tool, sits on the worksheet so that it can be edited in real time. This makes it a great addition for anyone using Pivot Tables for presenting.

A time-line can be added to any Pivot Table that has a field for dates.

 

How To Create A Timeline

With the Pivot Table open in Excel 2013, go to the Insert tab or the Pivot Table Tools: Analyze tab click Insert Time line:

Timelines in Excel

 

The insert timeline dialog opens:

Insert Time line dialog box

 

Applying a Filter to a Timeline

The filter button allows you to filter by Years, Quarters, Months and Days:

Filtering a Time-line

 

Changing the Filter

The selection can be reduced to a single unit by clicking on one of the segments of the timeline, or extended to cover a range of time:

Filtering

 

The Pivot Table changes As the selection is changed, so the data in the Pivot Table alters to reflect it:

The filtered Pivot Table

 

Formatting the Timeline

When the timeline is selected, the Timeline Tools: Options tab appears. From here you can change the appearance of the timeline, the size and whether the timeline has visible scrollbars and labels.

Toolbar

 

Adding More Timelines

It is possible to place more than one Timeline on a page:

Timeline-7med

Giving the timelines different colours can assist in distinguishing between them, particularly when they represent different periods of time.

Removing a Timeline

To remove a timeline, right click on the timeline and choose Remove Timeline

Removing

 Read more about Pivot Table Tools at Excel Tutorial

 

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