How To Get Year From GROUP Pivot Table

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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Group By Fiscal Year In Pivot Table

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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Pivot Table Report Daily Data & Group Same Days In Year

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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Pivot Table Group :: Group By Integers And Not By Months, Years Etc?

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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Group Field Not Available In Pivot Table?

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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Pivot Table Will Not Group Date

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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Pivot Table - Group Columns By Date

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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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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Group Or Categorize Fields In Pivot Table?

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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Pivot Table - Group Data By Month

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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Excel 2007 :: Pivot Table - Can't Group On Dates

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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Pivot Table - Incorporate Calculated Field For Sub Group

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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Pivot Table Filtering According To Current Year?

Jan 18, 2012

I'm working on pivot tables using excel macro. Basically , I need to filter out the year submitted according to the current year . I did this to filter out my pivot :

For Each PivItem In _
PT.PivotFields("Year Submitted").PivotItems
PivItem.Visible = True
Next PivItem
For Each PivItem In _
PT.PivotFields("Year Submitted").PivotItems
Select Case PivItem.Name
Case "2012"

[code]....

But this can only filter out year 2012 . I need to use this workbook for the next couple of years and I dont want to keep modifying the codes .

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Unable To Group Dates In Pivot Table Despite Formatting The Column

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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Pivot Table : : Get Data For Desired Financial Year Only

Nov 23, 2006

I have a sheet with following columns

Zones Month Revenue
Zone1 Apr-05 1111
Zone2 Apr-05 2222
Zone3 Apr-05 1222
Zone1 May-05 1451
Zone2 May-05 452
Zone3 May-05 4622
Zone1 Jun-05 891
Zone2 Jun-05 255
Zone3 Jun-05 1555

and so on all zones revenue each month.

I am learning Pivot table and struck at a point.

I am able to do simple pivot table but now want the following result

1. All the three zones in row fields.
2. Months in column field.
3. Revenue and running total of revenue (progressive sum) for all the months of desired financial years. ( I can get revenue and running total separately but I want these in alternate columns ie Revenue Apr-05, Revenue upto Apr-05, Revenue May-05, Revenue upto May-05 and so on)

Also how to get data for desired financial year only as 2005-06 (Apr-05 to March 06) or 06-07 (Apr-06 to Oct-06)?

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Group Numbers Into Workable Ranges In Order To Run A Pivot Table (days Taken To Update)

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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Pivot Table Group :: Fill Missing Cells With A Data On Workbook Open

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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Group Dates By Month And Year Format

Apr 14, 2014

Attached spreadsheet has the resource names and their date of joinings (Column - F2), now I would like group the date of joinings into Month & Year format. I tried text formula and then converted it back to date format but its giving incorrect results. For ex - Column F2 has 9th Sep -2013, whereas my formula in H2 is showing Sep-2014. Any way to group these dates into months in a simpler way?

Once I have this grouping done, I would like to do a pivot and sort them.

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Extracting Dates Of Group Of Occurrences Over Year Period

Jul 11, 2014

I have a hotel room schedule of up to 1,000 rows. Each row is a different room, each column representing a different day of the year. Each cell in a row either has the surname of a guest for that particular day, or the word "Available" to indicate no guest is occupying that room on that day.

analysing each room's occupancy and availability periods over the year. i.e.
- what day(s) a guest occupied and vacated a room,
- what day(s) a another guest then occupied and vacated that room, or
- what day(s) it was then "Available" from

The dates of occupancy are needed in case the guest queries the period.

Parameters
- All 365 days of the year are used - irrespective of holidays/ weekends - the room will either be occupied or available - The day after a guest leaves, it will automatically become available until unless another guest occupies it - The same guest may use a room more than once in a year. This will need to be shown as a unique occurrence, not accumulative

Design
- A1:A1000 is a list of room numbers
- B1:NB1 are all 365 days of the year regardless of weekends/ holidays
- Every cell has either the surname of the guest or the word "Available"
- The results of the analysis can be on another worksheet

Sample I have attached a scaled down sample of what I'm after. Row 1 has the dates starting from 30 April 2013 to 23 May 2013. Room numbers in Column A. C10:D26 are samples for the analysis I'm after. I've randomly chosen Room 100 and Room 500. Room 500 has Mr Mathews staying 4 times.

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How To Group Data (rows) Using Month And Year In Date Column Using Macro

May 11, 2013

I want to group data (rows) using month and year in date column using macro.

For example.

Date ID Amount
01/01/2013 12345 $100
02/01/2013 13452 $73
03/01/2013 12232 $50
04/01/2013 34232 $125
01/02/2013 12322 $67
02/02/2013 12345 $100
03/02/2013 13452 $73
04/02/2013 12232 $50
05/02/2013 34232 $125
01/03/2013 12345 $100
02/03/2013 13452 $73
03/03/2013 12232 $50
04/03/2013 34232 $125

I want to group rows by mm/yyyy in date column. Also I want sum amount column by month.

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Mar 19, 2013

On a worksheet, I created:

- a list of data
- a pivottable based on these data

When moving this worksheet this worksheet to another workbook, the pivot table can't refresh anymore. This throws an error message "Reference is not valid". To work around this problem I need to adapt the datasource. The same occurs if the list and the pivot table are on separate sheet, with the added strange behaviour that, when data an PT are split, it is not possible to move both sheet together.

This would not be a big issue if my problem had to be solved manually. The real problem is that I need to move the sheets from a C# program.

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Jan 4, 2010

I'm trying to write a macro that will create a pivot table, and am getting an Error code 1004: Cannot Open Pivot Table Source File "Sheetname". My code is below. I've tried to note what each section does, and it all seems to work well except for the Pivot Table creation.

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Mar 14, 2013

I have a worksheet with two pivot tables, one of which is visible to the user. Ideally, the user should be able to change the "Row Label" field settings of the visible pivot table and then press an "update button" that then adds the same field to the second pivot table.

Ideally, the ordering of the fields should also be made similar between the two tables, though this is of less priority.

I imagine it would be something in the style of:

"If number of Pivot1 active row label fields = X then
Pivot 2.AddRowLabelField = Pivot1.RowLabelField(X)
end if"

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Jan 22, 2007

attached is a spreadsheet 6 people in my area use daily(ive copied and pasted the sheet in question to a new worksheet, as the file was too big). Ive been trying for about 3 days now to make a pivot table to summarise this data.

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Apr 29, 2006

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Dec 26, 2006

I have Record a Macro and assigned 2 macros to 2 different buttons.
The first button sorts the list by company name, which is working fine.
However when I press the second button, although it should sort the list by payment date, the data on the cells are interpreted as number and text separately, and then sorted accordingly, which gives an inaccurate result.

When I try to sort the list by payment date manually by clicking Data>Sort (by payment date), a warning box appears and from here I choose "sort anything that looks like a number, as a number" and everything in sorted correctly.

Is there a possible way to embed the "sort anything that looks like a number, as a number" option into the recorded macro?

Note: (The data in the payment date column are in "text" format rather than date format, this is necessary because a Pivot Tables is also used to manage the data on this list and the dates should be in text format in order to filter properly in the pivot table)

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Apr 10, 2012

I have a pivot table with dates in the row filter as listed below. I want to group by month. For some reason when I select one of the dates and try to click the Group Field button in the pivot table tools menu it is blanked out and will not allow me to do so.

4/1/20085/1/20086/1/20087/1/20088/1/20089/1/200810/1/200811/1/200812/1/20081/1/20092/1/20093/1/20094/1/20095/1/20096/1/20097/1/20098/1/20099/1/200910/1/200911/1/200912/1/2009

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Nov 2, 2011

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Jun 26, 2013

I use the following formula to count unique values within a group for a pivot:

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When I paste values over the formula it takes around 1 hours to do the 70k cells which is excessive. I want to know if there is a way to speed it up?

I tried doing an =cell and then paste special that and it works really fast but when I delete the actual formula's again the whole sheet locks up.

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Jul 3, 2014

I have a set of data with values and dates (call the dates 'raw dates'). I have added 3 columns with formulae in them as follows:

Year =YEAR('raw date')
Month =TEXT('raw date',"mmm")
Day ='raw date', formatted as "d".

I have a pivot chart with three Axis Fields. In order they are: Year, Month and Day. This is so that the chart itself has three layers of x-axis names (year, month and day) rather than a whole load of dates which looks messy.

I would like to show the values as a running total "in" the raw dates of the data.

When I show the values as "Running Total in" 'raw dates', I get a load of #NAs in the pivot table because the raw dates are not in the Axis Fields. If I select Running totals "in" the Days (which is included in the pivot table setup), I get running totals over each month, starting at zero on the first date in each month. I need to have the running total run over the course of the whole data set, not mini running totals in each month.

When I choose only the 'raw dates' in the axis fields (i.e. taking out Year, Month and Day), running total works fine. The only thing is that I lose the nice looking x-axis. Adding the raw dates to the other 3 Axis Fields also doesn't work - it doesn't even try to give a running total at all, just the original values.

how to achieve a running total without sacrificing the x-axis?

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