Forum Discussion

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

Detlef_Lewin
May 07, 2019
SBiebaut86
See if this helps.

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

MVP

May 08, 2019

If you right click on the months in the column of your pivot table is Ungroup and option?

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.
- Wyn Hopkins
  MVP
  May 08, 2019
  Great, so are you using the Power Pivot data model?
  - SBiebaut86
    Copper Contributor
    May 08, 2019
    Wyn Hopkins I have no idea what the Power Pivot data model is, but I'm googling it right now.