Forum Discussion
Pivot Table fields - "Year"" not displaying automatically
Usually when I create a pivot table with a date filed such as "Purchase Date," I automatically get pivot table fields like "Years" and/or "Months" to select in the Pivot Table fields list. This is not happening. What can I do to add "Years" to my list of pivot table fields?
5 Replies
- mathetesSilver ContributorIs your "Purchase Date" field actually an Excel date, or is it text masquerading as a date? If the latter, you should use DATEVALUE to convert it. Then that delightful feature of the Pivot Table should kick in.
- SDesmaraisCopper Contributor
Thanks. If the "Purchase Date" field uses Excel dates, is there a way to click into the Pivot Table fields to create a "Years" or "Months" pivot table field from the "Purchase Date" field? I get this automatically using my Windows Excel version, but on my Mac the same data set doesn't automatically give me a "Years" field when I create a pivot table.
Also in the Windows version you can right click on any date in a Pivot Table (once that date field has been dragged into rows or columns) and pick GROUP
Not sure on Mac sorry