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How to Create a Timeline in Excel

February 11, 2024 by admin Category: How To

You are viewing the article How to Create a Timeline in Excel  at Tnhelearning.edu.vn you can quickly access the necessary information in the table of contents of the article below.

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This article has been viewed 12,142 times.

While Excel isn’t all about graphics, there are many different ways you can create a timeline. If you use Excel 2013 or later, you can create a timeline automatically from a given table. On older versions, you’ll have to rely on SmartArt, built-in templates, or simply arrange worksheet cells.

Table of Contents

  • Steps
    • Using SmartArt (Excel 2007 and later)
    • Using Pivot Table Analysis (Excel 2013 and later)
    • Use base spreadsheet (on all versions)
  • Advice

Steps

Using SmartArt (Excel 2007 and later)

Image titled Create a Timeline in Excel Step 1

Image titled Create a Timeline in Excel Step 1

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Create a new spreadsheet. SmartArt creates a graphic layout for you to add data. This feature does not autofill your existing data, so you need to create a new spreadsheet for the timeline.
Image titled Create a Timeline in Excel Step 2

Image titled Create a Timeline in Excel Step 2

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Open the SmartArt menu. Depending on your version of Excel, you can either click the SmartArt tab in the ribbon menu, or click the Insert tab and then click SmartArt . This option is available on Excel 2007 and later.
Image titled Create a Timeline in Excel Step 3

Image titled Create a Timeline in Excel Step 3

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Select the timeline from the Process submenu. Click Process in the Insert Smart Art Graphic group in the SmartArt ribbon menu. In the drop-down menu that appears, select Basic Timeline (arrow points right).

  • You can edit other graphics in Process to make the timeline. To see the name of each graphic, hover the mouse pointer over the icon and wait until the text appears.
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Image titled Create a Timeline in Excel Step 4

Image titled Create a Timeline in Excel Step 4

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More events. By default, you only have some events available. If you want to add events, you need to select a timeline. The Text Pane text pane will appear to the left of the graphic. Click the + sign at the top of the text frame to add a new event to the timeline.

  • To enlarge the timeline when no new events are added, click on the timeline to display the frame outline. Then, click and drag the left or right edge of the frame outward.
Image titled Create a Timeline in Excel Step 5

Image titled Create a Timeline in Excel Step 5

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Edit timeline. Enter data into the Text Pane to add items. You can also copy and paste data into the timeline to have Excel sort itself. Usually each column of data is an independent timeline item.

Using Pivot Table Analysis (Excel 2013 and later)

Image titled Create a Timeline in Excel Step 6

Image titled Create a Timeline in Excel Step 6

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Open a spreadsheet with a pivot table or pivot table. To create an automated timeline, your data must be organized into a pivot table. You will need the pivot table analyze menu, a feature introduced in Excel 2013. [1] X Research Source
Image titled Create a Timeline in Excel Step 7

Image titled Create a Timeline in Excel Step 7

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Click anywhere in the pivot table. “PIVOT TABLE TOOLS” (the pivot table tool) opens in the top ribbon.
Image titled Create a Timeline in Excel Step 8

Image titled Create a Timeline in Excel Step 8

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Click “Analyze”. A ribbon with data management options in the table will appear.
Image titled Create a Timeline in Excel Step 9

Image titled Create a Timeline in Excel Step 9

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Click “Insert Timeline”. A dialog box will pop up with data fields corresponding to the date format. Note that if the date is entered as text, it will not be recognized.
Image titled Create a Timeline in Excel Step 10

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Image titled Create a Timeline in Excel Step 10

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Select the Applicable field and click OK. A new pane that allows you to navigate the timeline will appear.
Image titled Create a Timeline in Excel Step 11

Image titled Create a Timeline in Excel Step 11

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Choose how the data will be filtered. Depending on the information available, you can choose how the data is filtered (by month, year, or quarter).
Image titled Create a Timeline in Excel Step 12

Image titled Create a Timeline in Excel Step 12

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Monthly data analysis. When you click on a month in the Timeline Contrp Box, the pivot table will only show data for that particular month.
Image titled Create a Timeline in Excel Step 13

Image titled Create a Timeline in Excel Step 13

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Expand selection. You can expand the selection by clicking and dragging the sides of the slider.

Use base spreadsheet (on all versions)

Image titled Create a Timeline in Excel Step 14

Image titled Create a Timeline in Excel Step 14

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Consider downloading templates. While not required, templates will save you time with pre-set timeline structures. You can check if you already have a timeline template by browsing through the options in File → New or File → New from Template . Or you can search online for user-created timeline templates. If you don’t want to use the template, proceed to the next step.

  • If the timeline is used to track the progress of a project with multiple branches, you should consider looking for a “Gantt chart” template. [2] X Research Source
Image titled Create a Timeline in Excel Step 15

Image titled Create a Timeline in Excel Step 15

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Start your own timeline from regular tiles. You can set up a baseline timeline using a regular blank spreadsheet. Enter the date of the timeline in a row, spaced by blank cells proportional to the time interval between them.
Image titled Create a Timeline in Excel Step 16

Image titled Create a Timeline in Excel Step 16

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Write timeline entries. In the box immediately above or below each day, you describe the event that happened that day. Don’t worry if the data doesn’t look good.

  • Adjust the descriptions above and below the date to create the most readable timeline.
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  • Image titled Create a Timeline in Excel Step 17

    Image titled Create a Timeline in Excel Step 17

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    Tilt the descriptions. Select the cell containing your description. Click the Home tab in the ribbon menu, then find the Orientation button below the Alignment group of options. (On some versions, the Orientation button looks like the letter abc .) Click it and choose one of the italic options. Once the text is rotated properly, the descriptions will fit into the timeline.

    • On Excel 2003 and earlier, you right-click selected cells. Select Format Cells , then click the Alignment tab. Enter the number of degrees that you want the text to rotate, and then click OK . [3] X Research Sources
  • Advice

    • If you’re still not satisfied with these options, PowerPoint gives you more graphics options. [4] X Research Sources
    X

    This article is co-authored by a team of editors and trained researchers who confirm the accuracy and completeness of the article.

    The wikiHow Content Management team carefully monitors the work of editors to ensure that every article is up to a high standard of quality.

    This article has been viewed 12,142 times.

    While Excel isn’t all about graphics, there are many different ways you can create a timeline. If you use Excel 2013 or later, you can create a timeline automatically from a given table. On older versions, you’ll have to rely on SmartArt, built-in templates, or simply arrange worksheet cells.

    Thank you for reading this post How to Create a Timeline in Excel at Tnhelearning.edu.vn You can comment, see more related articles below and hope to help you with interesting information.

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