Group Dates In A Pivot Table Slicer
Dec 31, 2013
I am currently working with a pivot table someone else created. The data set has dates only, in the correct format. The slicer has the dates categorized by month and excludes the dates in which there was no data.
Here is my problem: I added a few new months of data. Everything is calculating just fine in the Pivot table. However, my slicer where I should be able to pick the month now has these months listed as all their individual dates. I want to put the December dates under "December" and so on. The data that was present before I loaded anything additional still has this feature.
How do I group these dates, to be able to them as months? By the way, the grouping function is grayed out.
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Aug 8, 2012
I have a stripped down data source for debugging purposes. I only have 4 rows of data for test purposes. The dates are formatted as dates.
When I create the pivot table the dates become my column values. When I select the first date in the pivot table the Group By Field menu option is grayed out. I tried setting a tabular format but didn't work.
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Dec 11, 2013
I have a database of roughly 9000 rows. My first sheet is this data in a raw format (Masterdata!). Each row is a fire-rescue response call and therfore has a time stamp. The raw data uses different formats to provide the time stamp. My second sheet is my filtered data (Filtereddata!). In order to make these time stamps uniform I have a formula that looks at the Masterdata! timestamp column and if it is in a numeric format changes it to a text date and if it is a text date perserves it.
=IF(ISNUMBER(Masterdata!K:K),TEXT(Masterdata!K:K,"dd/mm/yyyy hh:mm"),Masterdata!K:K)
This gives me the "timestamp" which has both the incident start time and the date. I have =left and =right formulas breaking apart the date and the time. Therefore I have two columns on my Filtereddata! for the date of the incident and the time the call came in. What I would like to do is run some pivot tables and group incidents by month. I am unable to group them once I run the pivot table. I get a "Unable to group these items" (or something like this) message. I have assured multiple times that the date column is in DATE format. However, when I change the date to long date or short date I see no changes in the column so I am assuming there is something happening that I'm missing. The formula populating the date column on Filtereddata! is as such:
=LEFT(frfiltereddata[[#This Row],[Timecode]], FIND(" ", frfiltereddata[[#This Row],[Timecode]], 1))
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Feb 20, 2014
I created a macro to create the beginning of a pivot table- just the rows and slicers, because when I tried making a longer macro to create the entire pivot table (formatting, etc) I couldn't get the macro to work.
So I do get all the vertical rows I want, and I do get all the slicers I want. But I get blank space. I think this is because the pivot table is created from another tab, and the length of data in that tab will vary from file to file (I'm doing another 30 or so of these, all with varying amounts of data, but the same data categories).
Anyway, I get slicers, but in addition to getting the categories I want, I also get "(blank)" below the names in the slicers. Is there a way to add some code to the macro to remove the blanks so I don't get this field?
I have copied and pasted the macro below, with identifying data changed.
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Nov 12, 2009
I have date fields as column labels in a pivot table. When I try to group them I'm only given the option to group by integers and not by months, years etc.
I've had a look at the format settings of the column and they are formatted as date fields.
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Jul 17, 2014
I have this problem which I have simplified below:
Sheet 2 contains a Pivot table. One of the report filters is "Month-Year" (Eg, May-14 - in date format 'mmm-yy') which is selected by a Slicer on sheet 1.
Cell D1 on Sheet 2 contains a formula which calculated/displays the mmm-yy of the same period last year (eg May-13).
I want a code so that when I select the 'Month-Year' Slicer to filter the pivot table on Sheet 1 (eg to May-14), another Pivot on Sheet 3 is filtered with the previous year mmm-yy (May-13).
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May 7, 2014
why the Group Field option is not available in my Pivot Table. Other Pivot Tables in the same document, using data formatted the same way will let me format the data (the original data is in MM/DD/YY [h]:mm format). I have floored my data so that I can group by hour of the day, but it's not letting me do that.
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Aug 18, 2014
I have a column called Received Date (cell/column is format in dd-mm-yyyy that's found under 'Custom') which I make it into a pivot table, and GROUP it based on Year and Months.
Below is a look of it
-2012
Sep
Nov
-2013
Aug
Nov
-2014
Jan
Feb
Mar
Where the - sign is actually the expand of the year to see all the months in that particular year.
My question now is, how do I get the year from each of the month?
how do I get the "year" for the month of Nov in 2012 and 2013?
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May 1, 2007
I am challenged/very frustrated with my pivot table which will not group dates (returns an error message).
In reading other posted questions, I see that my problem is caused by empty date cells. Is there a way around this?
My spreadsheet will be used daily to input Invoice details - part of which is the date of invoice. If I were to select 'refresh data', this would not be pulling through any new data as it wouldn't be in the range. I had made my range A1:K1500 to incorporate future entries, but then I have empty date cells as to date there are only 200 entries.
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Nov 2, 2011
One cool feature of 2010 is ability to (right click on dates) and Group them into Quarters.
How to change the Quarters to be in line with e.g. Financial Year, as opposed to fiscal years? i.e. have a start date of say June?
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Jun 16, 2014
Not sure if this is possible but I have a sheet of data which is effectively a project plan. It has a list of resources, role and phase etc. I then have lots of rows which are w/c dates and under each "week" I have the amount of hours or days they work. So for each person I can record their hours etc.
I then need a Pivot which basically collates the data and displays each phase's total hours but month. There maybe multiple phases or and each person may appear in each phase
I've attached an example - Excel Problem.xlsx
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Nov 8, 2002
When I group information in a pivot table by date, and select quarters or years, it is of course based on a calendar year. Can this be done by fiscal years?? using an addin or something, where I set the start month of the custom fiscal year.
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Nov 28, 2012
My data has a field for "Donor Type." There are about 2 dozen types of and about half of them start with the letters CF. When I do a pivot table, instead of getting 2 dozen rows of data I'd like all the CF donors to be in the same row. Is there a way to do that without changing my data? Some sort of filter or grouping within the pivot table?
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May 21, 2014
I have a range of data over approx 300 rows. The first column contains dates.
I have created a pivot table and want to group the data by month. I have right clicked the table, grouped by months and selected the whole year as the date range.
For some strange reason the pivot table starts at 1/1/14 but ends at 21/2/14? It will not show the whole year.
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Sep 6, 2012
How to incorporate a calculated field for a sub group.
Here's what the data in the table looks like.
Competitive
Managed
ID
A
B
C
A
B
C
[Code] .....
I am looking to get 3 calculated fields onto the Right hand side that would essentially be the following Formula
=IF(L4"",IFERROR(D4/H4,"n/a"),"")
Thus,
1st Column
=IF(Competitive(A)"",IFERROR(Competitive(A)/Managed(A),"n/a"),"")
2nd Column
=IF(Competitive(B)"",IFERROR(Competitive(B)/Managed(B),"n/a"),"")
3rd Column
=IF(Competitive(C)"",IFERROR(Competitive(C)/Managed(C),"n/a"),"")
The other option would be how to set up conditional formatting to always take on the appearance of Column K of the pivot table. Thus, this calculated section would always appear as though a part of the pivot table and would adjust based on any pivot table items being expanded and collapsed.
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Apr 4, 2008
there are a multitude of issues with US date formats when you're not in the US but I've run across one that I can't figure out.
I have a source table that has approx 5000 lines on it, everything looks correct and all the dates are in the correct (Australian) format. However when I use it to make a pivot table, any dates that are before the 12/m/yyyy gets changed to the mmddyyyy format in the pivot table only, all the source dates are still correct.
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Feb 23, 2008
Last week I posted a question related to formatting a cell to return a Day of the Week versus a numerical representation IE "Wed" instead of 02/20/2008 12:00AM. The solution provided worked for me:
1) Format cell to DDD MM/DD/YYYY HR:MN. Cell range (A1:A500)
2) Format destination cell with DDD. Cell range (B1:B500)
3) Destination cell (B1) = to original cell A1
4) B1 displayed data as "Wed"
However, the issue I still have is; I wanted to create a pivot table summarizing a year activity by Day of Week (in other words 7 entries for the year) and the pivot table still recognized all the MM/DD/YYYY. I ended up with a table displaying every day of the year instead of a yearly summary by Day of Week. Is there some way to strip out all the other numerical data from the new column I created to run a pivot table by Day of the Week for a whole years activity?
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Jun 12, 2014
In my pivot table I have "Due Date" with is a column label.
I grouped the dates into weeks by using the "days" grouping and using 7 days.
I created a slicer to allow the user to select with week they want, but the slicer is sorted as though it's a text field and not a date field.
Example:
6/1/2015 - 6/7/2015
6/13/2016 - 6/19/2016
6/15/2015 - 6/21/2015
6/16/2014 - 6/22/2014
I want the slicer to sort by actual date.
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Jan 31, 2014
I have a list box contains of customer name and I used that to set up formula based on your selection in the list box. However, I wonder if there is a way that can select multiple customers in the list box and it will add up all that customers from your multiple selection like in the pivot slicer. I don't know if we have any formula that can do that complicated thing.
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Apr 28, 2014
Cells in row C have numbers (number of days between date a and date b)
I want to group the days so I can run a usable pivot table as follows:
Up to 7 days between update date and today (ie 1 week) 8-14 days between update date and today (ie 2 weeks) 15-21 days (ie 3 weeks) 4 weeks +
My attempt is as follows but only give two results and not 4?
=IF(OR(C2<=7),"1-7days",IF(OR(C2>=8,C2<=14),"8-14days",IF(OR(C2<=21,C2>=15),"15-21days","Over4weeks")))
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Sep 18, 2008
new data goes into the report, the pivot table looks at a dynamic range and confirmed that the range doesn't select any empty cells.
Just wrote a macro to fill missing cells with a data on workbook open.
all the data is date form, yet still when i refresh the pivot table i look my montly grouping, when i try to group again it says "unable to group"
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May 2, 2013
I have multiple pivot tables with different data source. I wish to have one slicer which control all the pivot tables. I would have one common colum for all the pivot tables which is the one i wish to control for instance the person in charge. Note that all my pivot tables are from different data source. how to do it?
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Sep 26, 2013
I have two pivot tables, both of which source the same sheet of data. Each record in the data has two fields, Region ID of person and Region ID of facility, that reference the same list of Region IDs via vlookup (it's just numbers 1-12). Either one or both can be blank. One pivot outputs counts by person Region ID, and the other, by facility Region ID.
Using a combination of nested IF statements and vlookups, I tried making a third Region ID field that could be used as a slicer to control both tables, but what I end up with is an undercount in one of the tables. The only thing that works so far to output the correct counts is having two separate slicers, the facility Region ID being the slicer for one and the person Region ID being the slicer for the other. If the end user wants to see counts for one Region ID, they have to manually set one slicer equal to the other. But what we want is just for the end user to be able to control both tables just by pushing a single number, Region IDs 1-12.
I can make one of the slicers hidden but then how do I get the hidden slicer to automatically select Region ID values equal to the nonhidden slicer? Alternatively, I could somehow program a combo box or list to control the two different slicers, then the slicers would be hidden and the user would see only the combo box/list. (I guess in either of these alternatives, I could just use a report filter instead of a slicer; either way, I still have to get items in one to automatically select based on the user's selected items in another).
FYI, some of the options I looked up involved PowerPivot, which I do not have access to. VBAs/macros are ok.
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Mar 28, 2014
I' have two slicers that each control two pivot tables. The slicers both are for the same field ("Department") but I guess the pivot table structure differences don't allow me to simply have one control all four tables.
Since both slicers contain the exact same options from the same field on the same origin table, I would like to problematically ensure that when department "A" is selected on slicer1, it is also selected on slicer2. When departments "A, B, & C" are selected on slicer1, the same are selected on slicer2. When filters are cleared... you get the picture.
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Jul 19, 2012
I am trying to create a "dashboard" style report using a pivot table and pivot chart with slicers. All of these objects (table, chart and slicers) are in the same worksheet. However, the users of the report (read executive management) are not very Excel savvy and I want to protect the format of the report. So, I want to protect the sheet and only allow access to the Pivot table options. However, in order to make the slicers usable, it appears that I have to allow them to edit objects. This unfortunately means that they can then move those objects (the Slicers and Chart).
I am looking for a way to lock the slicers and pivot chart in position. I have already accounted for column width changes created by modification of the pivot table parameters by selecting the "Don't move or size with cells" option under PivotChart Tools > Size > Format Chart Area > Properties > Object positioning. This is the default/locked-out setting for the slicers.
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Mar 15, 2013
I have a Reporting workbook I designed. There is a "Parent" workbook with the following design.
It has 6 Pivot Tables on a Sheet called "Data"
It has 6 Pivot Charts that were created from these tables on a page called "Summary"
These 6 Pivot Charts are all linked through a pair of slicers.
There is a "control" page which has instructions and buttons that trigger "Refresh All" and "Create Child Workbok".
This design is so that someone unfamiliar with excel could conceivably create the final product.
Essentially I have written/put together VBA to Create a new workbook "child" which has should be a funcitoning copy of the "parent".
The problem is the copiedmoved (I have tried both) Pivot Charts no longer update/refresh when the pivot tables change. I have script that reconnects the Pivot Tables to the Slicers. Slicers are fully funcitonal. Links in cells are fully functional.
Some of this code might look familiar.
Code:
Sub createWB()
' Copies VBA modules, Calls
Dim wbNew As Workbook, wbT As Workbook
Set wbT = ActiveWorkbook
On Error Resume Next
Kill ("PATHmod1.bas")
Kill ("PATHmod2.bas")
[code].....
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Nov 19, 2009
i have a spreadsheet containing to columns "Date from and "Date to". the sheet is recording the attendance of staff. how can i create a pivot table to display how many days staff attend across months. i cannot us the first date "date from", as this will display all the days attended
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Jan 9, 2009
I am having issues grouping dates by month in the attached example. The date field is formatted as text. When I attempt to group in the pivot table, I am not given the grouping dialog box. I can't figure out why.
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Nov 22, 2006
I have a checkbook register set up in Excel, and I really like it. I thought it would be good to set up a pivot table to organize all of the entries into an expense report. I have done this for over a year now, and I love everything about it, but here is the problem:
Now that I am getting so many entries, I thought it would be a good feature to limit the pivot table to a date range. I created 2 entry cells at the top of the pivot table to put a start and end date. I would like the pivot table to compare the entries in the register to the dates, and only include the entries between those dates. How do I do this?
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May 31, 2007
I've got a database view that holds data for over a year, i use a - 2 day rule to show net data, for example
todays date is the 31th 5 2007 if i show data up untill today it will be gross data, so i use the -2day rile to show the net data,
the way i do this is in a pivot table i hide the last 2 date.
I have a DTS package the refreshed the Pivot table but i'd like also to have a macro or maybe vba script to ide the
2 last days this will have to happen every day so for to day it will hide the 30th and 29 tomorrow it will show
the 29th and hide the 30 & 31th. I still need to have the data for the 30th & 31 in the drilldown as some people work with
the gross data so i can't just make the change inthe database i wish it was that easy. At the moment i go in to the
pivot table and Highligh the last 2 days. i'd like a way of doing this automically.
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