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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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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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 :: 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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Unable To Group Pivot Field By Month

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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Create A Pivot Table That Displays Data By Month?

Jan 15, 2014

I have written two macros to create a pivot table that displays data by month. I created a column that is a flag that indicates if the if an instance occurred in the last 4 months(later used as a filter). The issue is how to handle defining the last 4 months. If the current date is prior to the 16th, I want to define the last 4 months as not including the current month. If it is after the 15th, I want define the last 4 months as including the current month. Currently I have two different macros and I make the decision on which to run. I would like the macro to handle this for me. Below is the cell formula that I use to set the flag if it is in the first half of the month.

ActiveCell.FormulaR1C1 = "=IF(RC[-3]>EOMONTH(TODAY(),-5)+1,1,0)"

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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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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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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 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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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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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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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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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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Excel 2010 :: Pivot Table Reference Is Not Valid When Moving Data And Pivot Table Together?

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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Pivot Table Formatting Of Month

May 8, 2007

I am having difficulty with the pivot table I created in that the name of the month is showing the serial number. In my spreadsheet, the data I have is:

cell B3 = 20070501
cell P3 = 05 { formula =MID(B3,5,2) } {}*not an array formula
cell Q3 =May {formula =DATE(2000,P3,1) }
custom formatting in cell Q3 with MMMM to retreive name of month

In my pivot table, I would like the name of the month "May" to be displayed but 5/1/2000 is appearing. What am I doing wrong? Must I always format my data in the pivot table to return the name of the month? Perhaps someone in the Excel spectrum knows of a better solution.

Thanks to anyone who can guide me to sanity.

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Pivot Table Columns In Month Order

Mar 17, 2007

I have a couple of Pivot Tables that I create each month summarising my Income and Expenditure. The only problem I have is making the columns appear in the correct order, i.e. where July is month1 through June(the following year) being month 12 to coincide with my financial year. Oddly enough last month (January) was fine, following December.

This month January and February appear in columns 1 & 2.

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Count Unique Values By Month In Pivot Table?

May 16, 2013

I have data that has a customer name and the month that they were taken care of" (of course not spaces

Customer Month
Smith January
Smith January
Mark January
Suzy January
Smith February
Mark February

I want a pivot table to say:

Month #customers
January 3
February 2

but when I do the count it adds the total number of customer names and gives (it is counting smith twice in January

Month #customers
January 4
February 2

I was reading something about doing the count (so it shows 4) and then doing an index within the count but I keep just getting 1 as the value (for both months).

I tried doing a formula in the document that said =IF(ISERROR(MATCH(A2,$A$1:A15,0)),1,0). basically looking to see if the name is above the location I am looking at and if it is to put a 0 if not put 1 and then do a sum of that column....trouble is that when a customer has orders on more than one month, the second month is coming up with a 0 instead of a 1 (and this happens quite often).

I am not sure what to do. if the customer shows up in more than one month I want them to count towards the unique count of both january and february...we look at each month separately.

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Pivot Table Show Selected Month And YTD Sales

Sep 18, 2009

I have created a Pivot Table to sumarize the monthly sales data.

Is it possible to select just one month and show the YTD sales?

e.g. We are in September, I select August the Pivot Table should show the August sales column and YTD (Jan to August) sales column.

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Pivot Table Query: Make A Pivot Table To Summarise The Data

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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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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Excel 2003 :: How To Create Pivot Table With Multiple Columns Each Month

Apr 4, 2014

I am trying to create a Chart from a Pivot Table. I want the Chart to show my projects and present each months amounts side-by-side comparing (Plan, Actual, Forecast) data each month for the calendar year.

I am trying to figure out how to generate the pivot table showing multiple projects so that the data is grouped by month comparing (Plan, Actual, Forecast) data. Projects are listed down the Rows while months Jan-Dec are along the columns. Each month has 3 columns because the second row contains header for the data sets of Plan, Actual & Forecast. (see sample below) When I try to create a Pivot Table, It shows multiple month fields (Jan, Jan2, Jan3, Feb, Feb2, Feb3) instead of a single month.

{Using Excel 2003}

NameOwnerJan JanJanFebFebFeb
PlanActualsForecastPlanActualsForecast
Project 1Region 1 126.1 119.6 119.6
Project 2Region 2 18.0 0.9 0.9 8.2 8.2
Project 3Region 2 80.0 2.6 2.6
Project 4Region 3
Project 5Region 3 60.0
Project 6Region 4 55.8 55.8 55.8
Project 7Region 4 19.4

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Group Columns Of Unsorted Data Based On Key Table

May 1, 2008

I need to create a vba macro which will sort data according to a code it is denominated by and then will apply specific values from a code key to the data. I really need to have some help with this as although my vba is getting a bit better this is definately beyond me.

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Import Data From Access Table To Pivot Table - Enable Auto Refresh

Feb 1, 2010

I have enable Refresh on Open for my excel pivot table, but user need to click "Enable Automatic Refresh" , only solution i came across is to change the registry setting. Which i dont have access to edit registry(admin disable the access).

Alternate solution i try to use Access macro to automate the process and use Outputto save it as a excel file A. Then use excel file B to update pivot table from excel file A.(as excel A data is always latest)
The problem is i will get "....A file name already exist...do you want to overwrite.." prompt.
Which defeat the automate process.

Any other solution to enable the automatic refresh on open the excel workbook?

Or Access can overwrite the exist file or save it as another file name with timestamp ?

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Pivot Table - Referencing Different Data In Same Pivot

Mar 18, 2013

I manage a team that quote for business. They are targetted on number of quotes per month but then also wins per month, however a win may come a number of months after the original quote was generated.

They work off a spreadsheet where they log:

Quote date (And month)
Quote Value
... customer info etc

Win month (against orginal quote information)
Win value (against orginal quote information)

I started writing my pivot using the Quote month as the main reference point, IE Quote Month in the Row, and then put all the data in the central drop data section... However, there are two immediate problems with this:

They are targetted on quotes generated per month, some business won has come from last year, which they are lifting from the old spreadsheet and puttin in my new one... meaning that quotes they generated in Oct 2012 are now showing up as quotes for October this year.

If the wins span a number of months they are showing in January (if quoted in January) and not in March (when actually won)

Is there a better way of writing my pivot table??? There must be... ideally what I would like is half the table referencing the Quote date and half referencing the order date... but I don't know how to do this? I could probably do this with pages but I would like to show all on one sheet...

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Linking Pivot Table To Data Source Table?

Jul 14, 2014

I was wondering if there is any way possible to link your pivot table filters to filter the data the same way in the table that it comes from? So if i had date as one of my headers and i filtered the date to a specfifc date, is there a way to also filter the date in the data source sheet?

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Pivot Table An Extract Of Each Data Contained In This Table

Dec 14, 2006

i have a pivot table an extract of each data contained in this table.

[img]Count of NAMdate
SERVICENAM12-oct10-dc11-dcGrand Total
Commercial-lauralaura11
Commercial-laura Totalgh11

custody-jonathanjonathan112
k11
custody-jonathan Totalgh1113

settlement-ludovicludovic11
settlement-ludovic Totalgh11

SPQC-elodieelodie112
SPQC-elodie Totalgh112

Grand Total1337

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