Excel Date Filter Magic - Last Month, This Month, YTD & More + Awesome Interface

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Author: | Edits: don

Learn to make a beautiful and intuitive date filtering interface for your data in Excel that allows you to quickly view data for custom date periods, including rolling date periods, like This Month, Last Month, This Year, Last Year, or any other date interval that you can think of - I show you how to make the system that you need to view any custom date period that you can formulate.

This technique combines many features, including Tables, Data Validation Drop Down Lists, Custom Date Formulas, Lookups, FILTER() function for new versions of Excel, a crazy formula for older versions of Excel, and even rounded corners to make everything look nice.

The goal of this tutorial is to make it easier and nicer for you to analyze sets of data, particularly raw imported data - this works for stock data, financial transactions, bank records, sales data, or any kind of data that includes a date column.

I take you from processing the raw data, so it will filter better, all the way to making custom date formulas and polishing the front-end interface so that it looks nice and is easy-to-use.

Additional Resources


Excel Function: FILTER(), IF(), IFERROR(), INDEX(), ROW()
Downloadable Files: Excel File

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