Excel Video 33 demonstrates some of many methods Excel offers to filter date fields in tables. When you filter a field containing dates, Excel recognizes the dates and customizes your filter options accordingly. The date filtering options you’re used to seeing in Pivot Tables are still there, along with a whole lot more. In fact, the list of date filtering options is so long that my examples toward the end of the video don’t fit on the page. Follow along with your copy of Excel to see the Year to Date and All Dates in the Period toward the bottom of the menu.
One of the things I really like about date options is that when you update or add more data to your table, you can leave the filters on so that they persist in filtering new data. In other words, if you always want your table to show this week’s appointments, for example, set the date filter to This Week and then when you download, refresh, or add new data, you’ll always be looking at this week, you don’t need to reset the filter.
