Excel Functions Tutorials
- Excel Tools
- Excel Ribbons and Tabs
- Quick Access Toolbar in Excel (QAT)
- "Save As" Shortcut in Excel
- Accounting Number Format in Excel
- Add-Ins in excel
- Add Filter in Excel
- Advanced Filter in Excel
- Auto Filter In Excel
- Auto Format Excel
- AutoFill in Excel
- Analysis ToolPak in Excel
- ANOVA in Excel
- Border in Excel
- Checkbox in Excel
- Check Mark in Excel (? Tick Symbol)
- Combo Box in Excel and VBA
- Conditional Formatting in Excel
- Conditional Formatting with Formulas
- Conditional Formatting for Blank Cells
- Conditional Formatting Based on Another Cell Value
- Conditional Formatting in Pivot Table
- Consolidate Data in Excel
- Comma Style in Excel
- CSV vs Excel
- Data Bars in Excel
- Data Table in Excel
- Data Validation Excel
- Data Model in Excel
- Developer Tab in Excel
- Descriptive Statistics in Excel
- Dynamic Named Range in Excel
- Drawing in Excel
- Excel Fill Handle
- Excel Fill Down
- Error Bars in Excel
- Excel Forms for Data Entry
- Excel Tables
- Excel Power View
- Exponential Smoothing in Excel
- Filters in Excel
- Flash Fill in Excel
- Freeze Panes in Excel
- Freeze Columns in Excel
- Freeze Cells in Excel
- Format Painter in Excel
- Shortcut for Format Painter in Excel
- F-Test in Excel
- Goal Seek in Excel
- Gridlines in Excel
- Heat Map in Excel
- 3D Maps in Excel
- Header and Footer in Excel
- Insert Button in Excel
- Insert / Draw Line in Excel
- Insert Function in Excel
- List Box in Excel VBA
- Lock Cells in Excel
- Macros in Excel
- Enable Macros in Excel
- Merge and Center in Excel
- Merge Cells in Excel
- Merge Tables in Excel
- Name Box in Excel
- Name Range in Excel
- Null in Excel
- One Variable Data Table in Excel
- OneDrive Excel
- Protect Workbook in Excel
- Pivot Table in Excel
- Pivot Table Examples
- Pivot Table Filter
- Pivot Table Slicer
- Paste Special in Excel (With Top 10 Shortcuts)
- Quick Analysis Tools in Excel
- Radio Button in Excel
- Recording Macros in Excel
- Regression Analysis in Excel
- Scenario Manager in Excel
- Scroll Bars in Excel
- Scroll Lock in Excel
- Slicers in Excel
- Solver in Excel
- Sort by Color in Excel
- Sort by Number in Excel
- Sort Data in Excel
- Sparklines in Excel
- Spell Check in Excel
- Split Panes in Excel (Horizontally, Vertically, Cross Split)
- Status Bar in Excel
- Text to Columns in Excel
- Timeline in Excel
- Toolbar on Excel
- Track Changes in Excel
- Trend Line in Excel
- Two-Variable Data Table in Excel
- Watch Window in Excel
- Wrap Text in Excel
- XML in Excel
- Financial Functions in Excel (17+)
- Logical Functions in Excel (15+)
- TEXT Functions in Excel (29+)
- Lookup Reference in Excel (44+)
- Maths Functions in Excel (52+)
- Date and Time Function in Excel (22+)
- Statistical Function in Excel (50+)
- Information Functions in Excel (5+)
- Excel Charts (48+)
- Excel Tips (178+)
- VBA (162+)
- Power Bi (35+)
Timeline in excel is a type of SmartArt which is used to display the time of the different process, there are two different types of timeline available in excel and they are one a circle centered and another being a basic timeline, they are available in the SmartArt option in the Insert tab and in the process section.
Timeline in Excel (Table of Contents)
What is the Timeline in Excel?
- Timeline in excel is mainly used for date filtering in your underlying datasets which contains date field in a pivot table. This option was first introduced in Excel 2013 Version.
- When we use a normal filter in excel, it is very difficult to filter months, quarters and years. This issue is better resolved with the timeline filter in excel with a single click.
- Timeline filters in excel work only on date values & your pivot table should contain a date field.
- Click on Insert Tab to find the “timeline” tool.
How to Create Timelines in Excel?
Below is an example of how the Timeline works in Excel in Pivot Tables and Pivot Charts
In the below-mentioned table, I have a tabular data containing Date, Branch, Product Category, Customer Type & Revenue columns.
With the help of Pivot table & Chart, let create a timeline in excel where you can easily summarize & perform data analysis based on Branch, Product Category, Customer Type & Revenue data.
Step #1 – Create Table Object
Initially, Data set is converted to a table object, it can be done by below-mentioned steps
- Click inside the data set, click the Insert tab, Select Table.
- A create table popup appears, where it shows data range & headers, and click OK.
- Once the table object is created, it appears as below mentioned.
Step #2 – Pivot Table
In the end, we need to summarize revenue data for Branch, Product Category, Customer Type by timeline, Therefore, we need to create the PivotTable
To create a pivot table, below mentioned steps are followed:
- In the Tables object, click inside the data set, click the Insert tab, Select Pivot table and click ok, PivotTable Fields pane appears in another sheet. (You can name the sheet as “PIVOTTABLE_TIMELINE” )
- In the PivotTable Fields pane, drag branch to the Rows section, product category to the Columns section, and revenue to the Values section.
Step #3 – Pivot Chart
Here, I need to base a PivotChart on created pivot tables in that sheet, therefore copy that sheet “PivotChart_Timeline” or create another copy, with a “PivotChart_Timeline” as sheet name.
- In the “PivotChart_Timeline” sheet, click inside the PivotTable, under the Analyze tab in a home, select PivotChart.
- Insert chart popup window appears, in that Select column, under that select stacked column chart. Click ok.
- Pivot chart appears.
Here you can hide the product category, branch & sum of revenue in pivot chart by right click, and select hide “legend field buttons on a chart”, so that those three fields will not appear on the chart (Below mentioned screenshot)
Step #4 – Insert Timeline in Excel
You can copy this “PivotChart_Timeline” to other sheets by create a copy option, you have to select right click on a mouse, on the sheet name “PivotChart_Timeline”, below mentioned window popup appears. You can name that sheet as “Insert_Timeline”.
- To create a Timeline in excel, you can click anywhere on a dataset in your PivotTable and then select the Analyze tab on the Ribbon. Click on Insert Timeline button in the Filter group.
- Once you have click on Insert Timeline button, Insert Timeline popup window appears, it asks you to select the date field which you want in your Timeline to filter. Click on OK.
- Now the Timeline windows appear,
- For your Timeline in excel, you can configure or select group dates by years, quarters, months or days with the help of the drop-down list.
- Here I have selected year in below-mentioned e.g.Years.
Suppose I want the Timeline filtering a PivotTable to show only results from the year 2018, you can click on 2018 in timeline slicer. You will get the revenue for the year 2018 with reference to region or branch and product category.
Now let’s check out quarterly time data, it can be done by selecting, in the dropdown list, where you can change it to quarters instead of a year. If quarterly data in the timeline is not visible then you can drag blue colored box towards each end. In the below-mentioned example, I selected the 2nd quarter of 2016 to check the revenue reference to region or branch and product category.
List of Top Timeline Tools in Excel
Timelines is a special form of excel for PivotTables to filter dates. Timeline slicer in excel enables you or lets you filter or toggle between year, quarter, month, or day.
#1 – Timeline Tools on Right-side of Option Tab
#2 – Timeline Tools on Left side of Option Tab
#3 – Scroll Bar
It is one of the timeline tool options under the Show tab, which is clicky-draggy thingy to select which periods you want and also it indicates you, which periods you’ve selected. a scrollbar is used to scroll through the days, months, quarters and years.
#4 – Time Level
In time level option you can select four different time levels based on your choice. Different options in the time levels are years, quarters, months & days.
#5 – Clear Filters
This button can be used to clear all Timeline options in excel (It may be either days or months or quarters or years)
#6 – Timeline Header:
It displays the heading or title of a timeline.
#7 – Selection Label:
It indicates or displays the date range included in the filter.
#8 – Other Various Customize Options in Timeline – Timeline Window Size
You can change the size of a pivot table timeline i.e. you can adjust the height & width of your timeline, You can also resize a timeline window from its borders, by dragging it.
#9 -Timeline Caption
By default, In the timeline caption box, it will show you the caption name which you entered in the column name which you have selected to insert a timeline in excel.
#10 – Timeline Styles
You have a various option to use different styles to your timeline in the pivot table.
In the below-mentioned screenshot, you can observe 12 different types of theme styles, apart from this, you can customize with new timeline style also based on your choice.
Things To Remember
- In the dashboard, you have the option to combine timeline with Slicer.
- Your timeline can be configured to group dates by years, quarters, months or day.
- When compared to normal date filter, Timeline slicer is more effective and it is a better visual tool which provides a graphical representation & helps out to track critical milestones.
This has been a guide to Timeline in Excel. Here we discuss how to use timeline tools in excel to create Timeline in Excel along with practical examples and downloadable excel template. You may learn more about excel from the following articles –
- Dashboard in Excel | Explanation | Examples
- Add a Border in Excel
- VLOOKUP from Different Workbook
- Add Filter Excel
- Editing Drop-Down List in Excel
- Sorting Pivot Table Excel
- Formula to Calculated Pivot Tables in Excel
- Dashboard in Excel
- Not Equal to in Excel
- Shortcut to Merge Excel Cells
- How to Remove Spaces in Excel?
- How to Share an Excel File?