First Class Excel Pivot Calendar

These header fields are needed in order to create a calendar with the correct information.

Excel pivot calendar. The calendar is created as a Pivot Table which makes it lightning-fast and easy to navigate. Click Analyze Insert Timeline to add one to your worksheet. Make some final touch-up if necessary and you have yourself an excel slicer calendar.

Click on the pivot table and add 2 slicers. You can group the dates in a pivot table in different increments such as by year and quarter. A Single Months Calendar Which shows what activity has been planned and days total Some Key Metrics Which provide additional insights into the data Summary Table Which displays more detail about activities All of this work is done using PowerPivot and Excels native capabilities.

However the grouping options are based on the calendar year and there are no options for grouping pivot table dates by fiscal year. Go to the Developer tab Controls group click Insert and then click the More Controls button under ActiveX Controls. Above the calendar are two slicers they allow you to select what year and month to show.

My favourite is the My Calendar tour which connects to your Exchange Server and analyses all your calendar meetings before putting them into simple effective tables and charts. Insert a calendar control A drop-down calendar in Excel is technically called Microsoft Date and Time Picker Control. Instead of adjusting filters to show dates you can use a PivotTable Timelinea dynamic filter option that lets you easily filter by datetime and zoom in on the period you want with a slider control.

Set up an entire year of dates in a list Lets assume we want to make the calendar for year 2012. The calendar is built by Years Month and WeekNumber for the Rows. Label the calendar days with the Calendar day in Values.

To insert it in your sheet just do the following. By default a template file download goes into the Downloads folder on your computer. Open the file containing your data in Microsoft Excel.