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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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 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 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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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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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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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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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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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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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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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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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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Apr 29, 2006
I have data that develops 3 to 4 pivot table each day. I would like to know if there is a way to change the date on one of the pivot table and have the other pivot tables date change to match with the first pivot table. At this time I am going to all 3 or 4 pivot table to select the correct date. The date is in the page position of the pivot table. I have attached a small sample of the data and the pivot tables.
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Dec 27, 2012
I have a birthday list with name, client, birthday. I want to create a pivot table that groups by month. Report layout is tabular. Then within that month, name, client & birthday (in date order). So my end result would look like;
January Jim Jones Company 1/4
Then rest of January names 1/15
Etc.
Right now, I can't get the birthday to sort by date within the month.
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Jun 10, 2013
Inside my raw data, there is a field for dates with the format of "mm-dd-yyyy". When generating the pivot table, the date is simply "mmmm". Where did the rest of the date field go?
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Jun 12, 2014
I am having the hardest time trying to get my pivot table to sort right. I downloaded data over a 7 year period and its sorted by months (January-2005 etc). The issue I am having is excel is putting it into this format
January-2005 January- 2006 ......... February - 2005 February-2005.
I need it to sort chronologically
jan 2005, Feb 2005, March 2005...... Jan 2006, Feb 2006 etc.
What do I have to do to get this fixed. I would rather do not have to do it manually each time I need this type of data.
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Jan 1, 2007
I am recording events on a day to day basis in excel using the first column as the date, second column as start time, and third column as end time. So an entry might look like 1-Jan _ 13:00 _ 13:40, in the three columns across. There will be multiple entries for each date, but the number of entries for each date will vary. Entries may also overlap in times. For example, the next row may read 1-Jan _ 13:10 _ 13:45. Some times there will be gaps such as a third row readng 1-Jan _ 14:15 _ 15:00. What I would like to do is compute the total elapsed time spent on projects for each day, not counting any overlaps. SO even though the total time spent on those three projects for January 1st is 120 minutes, I would like to know how much time during the day is spent doing work, regardless of how many projects are being done at the same time. So I would like excel to be able to tell me that on January 1st , 90 minutes of the day was spent on work. Hopefully this makes sense. I also need it to distinguish between dates so that it can tell me how much time was spent on January 1st. then January 2nd, 3rd and so on. It would be great if this ould be computed as the data is entered. Maybe It could record it on a new sheet with a column for each date and then it lists the time spent on that day in the row below it.
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Jun 3, 2006
I have a pivot table which contains dates in the drop down list. I wanted user to pick dates from calendar control tool rather than pivot table dropdown list.
I put the following code;
Private Sub Calendar1_Click()
If Weekday(Calendar1.Value, vbMonday) < 6 Then
Range("B3").Value = Format(Calendar1.Value, "dd/mm/yyyy")
End If
End Sub
it works for most of the dates but not all. Also it does not recognise the dates in the new month.
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Jun 7, 2013
I'm trying to copy the value of one column to another, column A has date and time in this format: 6/1/2013 6:35:00 AM and I'm trying to get ONLY the dates to another column so that when I do my pivot, I can sort it out by date. I tried =A1 and I can format the column to how I want it but the value of the cell still remains in date&time. Is there any formula I can use? or should I change anything in my pivot table?
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Jun 16, 2014
I have a question with regards to the display of the Date filter in a pivot table I am making.
As it stands, the filter function is displaying like this : date 1.JPG
I am looking for the filter to look more like this : date 2.JPG
I believe that I have all the dates in the source table formatted as "Date".
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May 16, 2012
I have inherited a spreadsheet that I need to update soon. It takes data that has a date field and creates a pivot table by month. The person who created it completed it thru February. Now I have added data for March and April, but the pivot tables can not find this new data and I suspect it is because of the date formatting (I have done the Change Data Source under PivotTable Options to include all the new data).
The reason I suspect the date format is that she built a button to run a macro named "dateformat", which is not in the workbook. I have tired to manually format the date using the format painter from the February dates that the pibvot table recognizes, but I still get no results.
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Feb 1, 2008
I have attache a file to use as a reference, the real file is over 10 000 rows long.
What I need is to be able to quickly make a summary of each company within a certain period (let's say monthly) and be able to calculate the sub total of the GST column. Every report that's created than needs to be saved and put into a seperate file e.g 'TFQ Sep 07'. I understand I need to use a Pivot Table but can some one just give me quick example of how I would do this?
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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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Dec 5, 2013
How do I stop a pivot table adding data together?
e.g.
1st Nov -100
1st Nov - 100
2nd Nov - 200
2nd Nov -200
I want this but instead get this:
1st Nov - 200
2nd Nov - 400
I need the pivot to split it out,
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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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Feb 18, 2014
How to filter the pivot table in the attachment by the Posted date. I only want to look at the data for dates within 30 days of today, and can't figure out how to do that manually, much less programatically. The attachement is a small sample of a huge report I receive; all I get is the pivot, which contains tons of information. I filter it down by my various criteria, but that's still hundreds of thousands of lines. Limiting to the last 30 days can make a huge difference, but I can't find the trick to it.
Example.xlsx
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