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SDesmarais's avatar
SDesmarais
Copper Contributor
Feb 04, 2021

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

  • mathetes's avatar
    mathetes
    Silver Contributor
    Is 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.
    • SDesmarais's avatar
      SDesmarais
      Copper Contributor

      mathetes 

      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.

      • Wyn Hopkins's avatar
        Wyn Hopkins
        MVP

        SDesmarais 

         

        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

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