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Pivot workshop

Dates · source records · Pivot summaries

Filter dates. Compare weekdays.

Follow the real cells, then unlock the same worksheet to try your own dates and amounts.

Teaching · read-only · Report!A1

Step 1 / 6Read a real source date

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The Date cells contain whole-day Excel numbers displayed as dates. Every original record remains in this source when a filter is applied. Teaching is read-only; switch to Your turn to edit.

Dates and weekdays!B2 · (blank)
No formula applied

Preparing the dated worksheet…

Check the current source and parameters, or explicitly repair edited calculation helpers.

Retained records: 12 of 12. Grand sum: 860 · previous valid calculation

Date conditions on the working worksheet

Before and After exclude the comparison day. Between includes both boundaries. Changing a condition retains every original record. Edit B2 with a real date formula such as =DATE(2024,2,29), or a whole Excel date serial; text dates are rejected.

Inspect contributing original records
RecordDateCategoryAmount
W012023-12-31Cedar120
W022024-01-01Cedar80
W032024-02-28Lumen0
W042024-02-29Cedar-15
W052024-02-29Harbor40
W062024-03-01Lumen160
W072024-03-02Cedar30
W082024-03-03Harbor90
W092024-03-04Cedar-5
W102024-12-31Lumen200
W112025-01-01Cedar60
W122025-01-05Harbor100

Average is recalculated from these original records, including zero and negative amounts. An empty population has no Average.

Current copies preserve the working sheet. The native file carries all source records, a Weekday helper and an Included report filter. These helpers express the date condition; Excel’s native date-grouping command has no weekday interval.