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joshlabtech's avatar
joshlabtech
Copper Contributor
May 04, 2022
Solved

How do I configure the filter by Months instead of daily?

Hi Community, As you see the image below, it is a list of Posting Dates of my transactions. The blanks mean that it is the same as the dates above. Now, instead of daily Posting Dates, I would like ...
excel
office 365
  • Riny_van_Eekelen's avatar
    Riny_van_Eekelen
    May 04, 2022

    joshlabtech First check if you haven't accidentally "disabled automatic grouping of Date/Time columns in PivotTables" (File, Options, Data, Data options). Make sure the box is not checked!

    This should automatically add time expandable buttons for dates in PT's (Year, Month, Day).

    Otherwise you should be able to right-click on any of the dates and choose Group. Then select which grouping(s) you want.

     

Riny_van_Eekelen's avatar
Riny_van_Eekelen
Platinum Contributor
May 04, 2022

joshlabtech First check if you haven't accidentally "disabled automatic grouping of Date/Time columns in PivotTables" (File, Options, Data, Data options). Make sure the box is not checked!

This should automatically add time expandable buttons for dates in PT's (Year, Month, Day).

Otherwise you should be able to right-click on any of the dates and choose Group. Then select which grouping(s) you want.

 

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