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.
View 5 RepliesI 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?
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?
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.
I have an issue within Excel and I really hope you can assist me in cracking it. Let me try to describe my problem;
I have a given date, e.g. January 22, 2001
With this date I need to add 4 years, so I simply did cell * 1460 (as that is 4*365), so I end up with January 21, 2005. So far so good...
Now I want to know the Fiscal Year which this month is in.
Example, fiscal year 06 is from June 1, 2005 - May 31, 2006.
This means that I need some kind of calculation to see in which Fiscal Year this date is. In my above example (January 21, 2005) this is FY06, but June 1, 2006 would be FY07.
How can I do this? I experimented with using Year() and Month() and then do some logical check with IF, but I can't crack it... Who could help???
When possible the solution should not have hardcoded years, so even if I enter a date in August 2050 it should still say FY51.
I have a spreadsheet full to the gills of patient information. I have a separate sheet with information from the first spreadsheet like counts of a certain type of tests or diagnosis codes using a 'countif' function. This is based on all the info in that first sheet. I want to make a second sheet with the same basic setup, but only from the patients who visited during this fiscal year. Is there a code I can use to make this happen?
Let's say the date of the visit is in column A and the test type is in column N. The code I'm already using is =COUNTIF(Info!N:N,"*TestName*") How do I get this to return results only if the date of visit was within the fiscal year?
writing a formula that would result in my organizations' business fiscal year.
Assuming the fiscal year is 2008, the quarters are as follows:
1st QTR = 7/2007 - 9/2007
2nd QTR = 10/2007 - 12/2007
3rd QTR = 1/2008 - 3/2008
4th QTR = 4/2008 - 6/2008
When 7/1/2007 is entered, the result should be Q1-2008
10/20/2007, Q2-2008 and so forth.
I'm having a data only pull week number and year. We are using Fiscal calendar starting in July. For example, A1 = Week number and A2= Year. How to set up a formula to retrieve a date for this? If A1 = 2 , A2 = 2013, the date will be 07/14/2012. I want the date pull of on Saturday every week.
View 6 Replies View RelatedThis is my code. It is for checking that only a 4 digit fiscal year is entered in a cell. The code works fine except it only checks a max of three time. So if the user enters xxx it will prompt for a correct response three times, if xxx is entere a 4th time then that value appears in the cell. I was wondering why this is taking place.
Here is my
I am working with a fiscal year that starts in December and ends in November. I want to make a user defined function that will return the fiscal year of a date. I've created the below code, but it returns a zero.
Function FiscalYear(DateFY)
If Month(DateFY) = 12 Then
Year (DateFY) + 1
Else
Year (DateFY)
End If
End Function
I am looking to create a function that outputs the upcoming quarter end date based on a specified start date, for which the quarter end is based on a broken fiscal year ending december 15.
As an example, say that you sign up as a customer with an internet provider on 2014-01-01. The internet provider charges all their clients on a quarterly basis and have a broken fiscal year ending on december 15. Hence, as you signed up on 2014-01-01 you will be charged on 2014-03-15, which is the date of the company's first quarter end.
So what I would like to do is to set up a function that outputs the first date I will be charged based on the date that I sign up. If I sign up between december 2013-12-16 and 2014-03-15, the formula should output 2014-03-15. If I sign up between 2014-03-16 and 2014-06-15, the formula should output 2014-06-15 etc. etc.
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.
View 3 Replies View RelatedI 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.
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
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.
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?
View 1 Replies View RelatedI 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.
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.
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.
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 .
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))
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)?
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")))
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"
I have a Fiscal Date macro that will looks at a date to give me the current fiscal month or week, but I would also like to add the functionality for it to give me the quarter.
In my business, the fiscal year starts in October. The quarters of course are as follows:
Oct-Dec = Q1
Jan-Mar = Q2
Apr-Jun = Q3
Jul-Sep = Q4
I would like for the quarter to be formatted with the year ex. FY14Q1
Here is the Code, but I have also attached an Excel file with the .bas file.
[Code] .....
Attached File : Fiscal.xlsm
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.
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.
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.
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.
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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