Forum Discussion

SBiebaut86's avatar
SBiebaut86
Copper Contributor
May 07, 2019
Solved

Pivot Table - Date - Group by Month does not work

Dear all, I am working on my departments budget, and wish to show the costs per month. However, invoices are registered across the month (on 02/01/2019, 05/01/2019, 13/01/2019, ...). Now, the aim is...
excel
  • SBiebaut86's avatar
    SBiebaut86
    Copper Contributor
    May 08, 2019

    Detlef_Lewin I was trying to apply your solution, when suddenly the pivot table itself divided my date into months: 

     

    The problem is, I have no idea how I did this. the original table only has 'Date' (not months). He added the field 'month' himself. It is perfect, because this is exactly what I need. (with this, I don't need to group). However, how did I do this? how do I replicate this?

    • Wyn Hopkins's avatar
      Wyn Hopkins
      MVP
      May 08, 2019
      If you right click on the months in the column of your pivot table is Ungroup and option?
      • SBiebaut86's avatar
        SBiebaut86
        Copper Contributor
        May 08, 2019

        Wyn Hopkins true true, I can ungroup it. -- and I can group it. Sweet. How does that make sense?

        well, no problem, it works :) (could it be that it is because I changed the format of the date column? first it was dd-mm-yyyy and then I changed it to dd.mm.yyyy (to see if everything would change, and everything indeed did)).

         

        oh well, thank you so much for the help.

         

Resources