Compare data across time periods in a pivot table


To compare data across specific time periods (e.g., Jan 2025 vs. Jan 2026), follow the steps below.

  1. Set the Date Range

    • Expand the date range to cover the historical period you'd like to compare.

    • Example: Select Last 15 months if you want to compare Jan 2025 vs. Jan 2026.

  2. Add the Month Filter

    • Add the "Month" filter to your pivot table.

  3. Change the Filter Type

    • Click the burger icon (≡) on the filter.

    • Change the filter type from "Date Range" to "List".

  4. Select the Desired Months

    • In the dropdown, select the specific months you'd like to compare.

    • Example: Select Jan 25 and Jan 26.