Pivot Table - Grouping Months
Jan 5, 2012
I'm trying to create a pivot table to figure out categories of expenses over the last year. The problem is when i create this pivot table on the horizontal i see all the days of the year, as opposed to categorized by month. I've tried to 'group' the months together but not very successfully. HOW to do this grouping elegantly?
I've attached 2 screenshots.
Pic 1 - Original State of the table with all the days on the horizontal
Pic 2 - an attempt to group by month, gone wrong
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Sep 18, 2008
My input data for Pivot table has a column named "Month". The month values are like April 07, April 08, Nov07 in random order for period between Jan 07 to Aug 08.
When I create a pivot Table, this column is sorted alphabetically (April 07 is followed by April 08) but I need it to be sorted in the ascending order with respect to month (April 07 is followed by May 07).
I further use this data to plot a Pivot Chart. There is another issue here. I want to use separate colors for each series. I do not know how to achieve above 2 things.
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Aug 7, 2006
i have try to find the VBA source to group a range of value (not manual group it)
say example
1-10, 11-20, 21-30 and etc..
i have try to using macro to record my grouping step to a pivot table as below
Selection.Group Start:=0, End:=30, By:=10
but anyway, i think this is not a good idea.
any other suitable VBA code rather than the above code for the pivot table grouping?
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Feb 8, 2007
I have a large spreadsheet, which has a pivot table, this is grouped by Date (Months & Years). However whenever I refresh the table the grouping is removed. I try to re group the date, but I get a message saying "Cannot Group that selection"
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Sep 15, 2007
The attached is the format of a pivot table i have made from a data. MY primary group is the REGION inside the region i want to group as per the LOCATION HEAD.
This report automatically sorts as per the location id.
How is it possible under region i want to group according to the location head and total. i DONT WANT TO CHANGE THE SEQUENCE OF THE COLUMS AND THE FORMATTING
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Sep 15, 2014
I have a table with outstanding days for Funds owed by multiple accounts which dynamically changes everyday I am looking to group this table by >5days, 6 to 14 days , 16 to 40 days ,>40 to 90days and >90days consistently even though the table will change dynamically every day..
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Oct 31, 2008
from the Forum on building a macro and was kindly told that a Pivot Table would do the job better, which it does. However, my table has a column of several dates, I was wondering the best way to group the dates into months rather than showing the full date, eg, September instead of 16/09/08 or August instead of 01/08/08.
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Jan 3, 2009
I have the attached Pivot table. When i create this pivot table, it groups some of the "A# and Name"s.
e.g.
"A277003 / VICTORIA WILSON"
"A444302 / YASEMIN KELES"
Is there for the pivot table to not group by the A# & Name and to list the A# and names on each row...
Please see Output sheet to see exactly how I would like it?... But i would like this to be done in the pivot table so i can create a macro..... to do this..
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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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Jan 12, 2009
I know how to get the pivot table in the my database to group patients by age. However it groups them like this:5-14
15-24
25-34
35-44
45-54
55-64
65-74
Medically it doesn't make sense to group pediatric patients with adolescents and adolescents with adults. What I would like to do is to get the pivot table to group patients the way I want them. Something like this:5-12
13-18
19-25
26-35
36-45
46-55
56-65
66-75
76-85
Is there a way to get a pivot table to do this? Or is there another solution?
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Mar 28, 2012
I'm looking for a quick way of counting the proportion of records in certain number ranges e.g.
Number of records in range 1 to 50, 51-100, 101-500 etc.
i have a pivot table but I'm just not sure how to create these groupings. Is a pivot the right way to do it - or should I be doing something else with the source data.
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May 24, 2012
I've created a pivot table that is not grouping "like" items. I have verified all fields are numbers using the =isnumber() formula. All items present with the "true" value. Just in case, I tried doing text to columns and refreshing the data but that did not work either. All items are formatted the same. All data fields have values.
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Apr 28, 2014
I had a workbook in Excel 2003 that i just moved to 2010. In the 2003 file I had 2 pivot tables, one each on a worksheet, looking at the same data, just grouped differently. One yearly, one quarterly.
Now in the 2010 workbook whenever I change the grouping on pivot table, the other one changes also. It's like they are linked together or something.
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Feb 4, 2010
I have recently noticed a problem with a pivot table and assoicated pivot chart. The table has numerous columns from date, location and one entitled route. The route column has a value which is either a number or 'other'. The formatting of the column has been set to general (although the same problem was present under text). The problem is as follows:
When a new row of data is entered where the route is the same value as previous rows it should be grouped together. However when I go into my pivot table and look at the options for route I find the same value repeated twice. ie a route value of 155 will be listed once at the top and then lower down the list. A temporary fix is to rename all values of 155 to x155 and then back to 155. This then has everything grouped again under one value in the pivot table. As soon as new entries are added though the problem repeats itself. Does anyone know why this might be?
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May 20, 2008
I have an expense ledger that looks essentially like this but spans seven months and counting:
HTML 18-Apr-08pizza$10.00Food
14-Apr-08book$12.50School
13-Apr-08milk $3.99Food
13-Apr-08soap $3.99Grooming
I have been using pivot tables with great success to summarize my data according to categories, payment methods, etc. But now that I want to track monthly spending for each category, it is not working out. Grouping the date fields doesn't work for me for the following reasons:
1. After grouping, the pivot table treats Jan as the oldest month for sorting purposes even though it isn't so in my data set.
2. Based on #1, I believe that the pivot table’s monthly grouping works like the month() function, which returns the month without the year attached. This will not work for my data, which will likely span more than a year eventually.
3. When I choose to group the date fields in one pivot table, they also get grouped in other tables where such grouping is undesirable.
Can I use sumif() or sumproduct() in conjunction with a pivot table or some other way to tabulate my monthly totals?
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Oct 16, 2009
I have a large spreadsheet which lists individual dates over two years and circulation figures next to each date. Sometimes there are two entries for a particular date e.g. 1/10/08 there were 150 readers of magazine A and 200 readers of magazine B. When displaying this on a graph it give a bar for each day, whereas I would like a bar for each week.
Is there a formula to convert the individual dates into weeks and then total the circulation figures for that week?
Column A = Dates
Column B = Circulation Figures
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Dec 23, 2008
I am looking for some assistance to make pivot tables with multiple data values against a control item. A sample excel file is attached herein with. I am quite new to pivot tables was unable to find out a solution self.
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Apr 18, 2014
It's a given that formatting doesn't alter underlying values in all areas of Excel, merely changing the way cells look. But in the attached I show two pivot tables using exactly the same data with the sole exception that the first one has the date numbers formatted as numbers whereas the 2nd PT has the date numbers formatted as dates.
With the 2nd PT it will accept the Group by month functionality whereas the 1st PT won't.
On the face of it PTs seem to take more notice of the way a number is formatted when it comes to grouping rather than treating the number as a date which it can group.
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Sep 10, 2013
Using Excel 2007 I have a pivot table that counts that number of incidents based on month and year. To get the month and year I group the date field as months and years.
My problem is if I want to filter specfic months in say year 2012 it also takes out the month in 2013. I though it used to give you the option of year and date in the filter but mines are 2 seperate filters.
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Oct 23, 2013
Have a simple Pivot table that i have grouped in 14 day buckets.
Currently, the date range looks like this:
1/21/2013 - 2/3/2013
However, I want the range to show the 'last' date only.
Is there a simple way to do this? I just can not see it in the format cells menu...
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May 28, 2014
I am trying to group some dates in a pivot table.
Unfortunately I receive an error saying it can't group the selection.
I have done "text to columns" and made the cells - (date values) and I have had no luck.
As I am at work I can't use the HTML genie because it won't install but I have uploaded a dummy file to my dropbox which available from here [URL] .......
I pull this data from an Oracle POWER PIVOT and always have trouble grouping the dates when they come from Power Pivot. Currently working as analyst so figuring this out would make life so much easier as I could group by months etc.
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Nov 11, 2013
I have a pivot table with the following items;
Report Filter = Project Names & Dates (filtered on 2 fields)
then the pivot table of data shows
Dept, Sum of Hours, Sum of Total ($), Sum of Days
When you click on the drop down to adjust the filter for the Date it gives you the whole list of dates, day by day as it is in the source data.
Is there a way to make it in the filter by month and year, the way it would in an ordinary filter. So if I wanted to have the pivot table show only the values with an October date I can, rather than having to deselect all and then individually check the boxes for the 1st through to the 31st of October.?
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Oct 17, 2011
I'm using Excel 2007 and am having an issue with grouping/ungrouping fields in pivot tables.
I have 2 separate pivot tables, both from the same named data source, but summarizing different data selections. Both tables include the date field, I am trying to produce both a daily and a monthly table, but whenever I change the grouping/ungrouping of the date field setting on one table, the other table changes to the same grouping.
Is there anyway to have one table with an ungrouped date field and one table with the grouped to month date field?
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Jul 14, 2014
I use a spreadsheet to extract data from an access database. When the data is extracted it has about 10k line items and one of the columns displays the date. I formatted the cell to simply display the month (Jan, Feb, Mar, etc). When I create a PivotTable with the 10K line items each line displays the month. When I use the date as a filter it displays every single lines month in the filter box. Is there any way I can combine the months in the filter box so that each month would only display once collectively instead of for each line item?
PT.jpg
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Oct 1, 2008
I need to build a macro that creates a pivot table that displays data for the last 13 months, by month (e.g. Sep 07 - Sep 08). My table has a column for months and another one for years. My question is: to run the macro succesfully, how should I build my table, or make the pivot table, in order to get the months displayed in proper order (Aug 07, Sep 07, Oct 07, Nov 07, Dec 07, Jan 08, Feb 08,.......Jul 08, Aug 08)
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Jul 4, 2012
Excel 2010. I set up a trial balance as following:
1/31/2000 2/28/2000 3/31/2000 ------- 12/31/2012
Acct # 1
Acct # 2
Acct # 3
Acct # 4
I was able to use pivot table to set up the balance sheet and income statement.
1. now each month is a field which I can choose to add to the report, but the field list is getting too long (and growing). Is there a way I can insert 1 field (for the user to input the exact date) or 2 fields (to input year and month) and the pivot table can pick up the input and refresh either automatically or manually.
2. I looked into the "group" function in pivot table, but how do I group the above data in quarterly and yearly fashion so the user can get those information quickly?
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Feb 27, 2013
I have a table with model numbers as column A, and Row 1 contains dates, each columns contains net sales, my question is there any simple way to group all dates into months and years, i have tried using a pivot and it doesnt work correctly Screenshot (1).png
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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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May 2, 2014
I excel Pivot table which i am grouping by Months. I need to show year next to the Month in grouping. Is that possible?
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Sep 30, 2011
I have created a pivot table and grouped the dates by month and year. Unfortunately I did not realise I left the auto box clicked which has inserted an end date. Is there any way I can change this easily so that I can insert more data.
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