Excel: How to Filter Pivot Table By Month

Often you may want to filter the rows in a pivot table in Excel based on month.

Fortunately this is easy to do using the Date Filters option in the dropdown menu within the Row Labels column of a pivot table.

The following example shows exactly how to do so.

Example: Filter Pivot Table by Month in Excel

Suppose we have the following dataset in Excel that shows the number of sales made by some company on various dates:

Now suppose we create the following pivot table that shows the dates in the first column and the sum of sales for each date in the second column:

Suppose we would like to filter the pivot table to only show the dates that occur in March.

To do so, click the dropdown arrow next to the header in the pivot table called Row Labels, then click Date Filters, then click All Dates in the Period, then click March:

Excel pivot table filter by month

The pivot table will automatically be filtered to only show the dates that occur in March:

The Grand Total row also reflects the sum of sales only for the dates in March.

To remove this filter, simply click the filter icon next to Row Labels and then click Clear Filter from Date.

Additional Resources

The following tutorials explain how to perform other common operations in Excel:

Excel: How to Filter Top 10 Values in Pivot Table
Excel: How to Sort Pivot Table by Grand Total
Excel: How to Calculate the Difference Between Two Pivot Tables

One Reply to “Excel: How to Filter Pivot Table By Month”

  1. How does that work if you are using the filler option with the pivot table, as the additional options don’t come up?

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