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k_straz's avatar
k_straz
Copper Contributor
Mar 15, 2026
Solved

Max of Fiscal Year in pivot table Value section is not working

There are three data columns in the shared Excel file at the link below.

  • Membership ID formatted as text
  • Num (billing id) formatted as text
  • FiscalYear formatted as numeric

The pivot table values for the MAX of FiscalYear in the Value section are all 0. I expected to see the most recent fiscal year for each unique membership id.

The FiscalYear data column:

  • has no blank cells
  • has no text cells
  • has no mixed numeric/text cell values

The pivot table has been refreshed.

Would you please explain why the most recent fiscal year for each membership id is zero? Once I understand what the issue is and resolution, I will expand the pivot table range to reference the entire column for each of the three columns instead of a ranged specified by specific row numbers.

 

The link to the Excel file is:

https://docs.google.com/spreadsheets/d/16B3JJ_Zn1848R4THgxYcz1piwju5Zlg7/edit?usp=sharing&ouid=111420556245583625384&rtpof=true&sd=true

Thanks in advance for your help!

 

  • k_straz​,

    For me everything works as it should.

    In the screenshot above I have shown the solution using the formula and the one using the Pivot Table.

    Through the Pivot Table you will need to go to the Value Field Settings window and under the Summarize Values ​​By tab select the Max option. I have applied the Pivot Table to cell H1.

    If you want the solution using the formula then I have used the following formula in cell E1:

    =VSTACK({"Membership ID","Max of FiscalYear"}, GROUPBY(B2:.B50, C2:.C50, MAX,, 1))

    Hope this helps.

    IlirU

3 Replies

  • IlirU's avatar
    IlirU
    Iron Contributor

    k_straz​,

    For me everything works as it should.

    In the screenshot above I have shown the solution using the formula and the one using the Pivot Table.

    Through the Pivot Table you will need to go to the Value Field Settings window and under the Summarize Values ​​By tab select the Max option. I have applied the Pivot Table to cell H1.

    If you want the solution using the formula then I have used the following formula in cell E1:

    =VSTACK({"Membership ID","Max of FiscalYear"}, GROUPBY(B2:.B50, C2:.C50, MAX,, 1))

    Hope this helps.

    IlirU