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ajmal_pottekattil_yoousuf's avatar
Dec 22, 2024

Pivot Table Yearly Sales Report Issue

I'm currently working on creating a pivot table for a yearly sales report. However, I'm encountering an issue where, after a particular row, the year is not being recognized. This results in an error. Can someone please explain why this might be happening and guide me on how to resolve it?

Additionally, is there a way to directly convert the date to year within the pivot table without having to separately convert the date to year first and then use the pivot table?

2 Replies

  • Lorenzo's avatar
    Lorenzo
    Silver Contributor

    is there a way to directly convert the date to year within the pivot table without having to separately convert the date to year first and then use the pivot table?

    Yes and this is auto. done by the PivotTable when the Dates are actual Date values, not your case where your [Date] column contains Text values

    In attached file your data has been formatted as Table named SalesData > Routed that table to Power Query to change the [Date] and [Due Date] field types to Date > Build a PivotTable from the query > Added the [Date] field to Rows
    ==> The Pivot auto grouped the [Date] by Year, Quarter, Month

  • Riny_van_Eekelen's avatar
    Riny_van_Eekelen
    Platinum Contributor

    When I opened your file, I saw the #VALUE! errors. Looked at the first formula with the error. Saw nothing out of the ordinary. Pressed F2 and Enter to re-enter and copied it down. The problem went away.

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