Forum Discussion

Copper Contributor

Jul 13, 2020

Solved

Pivot Table

Hi, I'm trying to build a pivot table out of the attached data. The data is in the first tab, and the attempt at the table is in the second. I'm having trouble: a) Ordering the tasks Task 1 , 2 ...

HelpWorkbookPT.xlsx33 KB

excel

Riny_van_Eekelen
Jul 13, 2020
JulianG950 Regarding the date format, it doesn't have to be a special one. As long as the dates have a data type "Date". Then, you can group them e.g. by year, quarter, month.

Grouping is done by selecting a date header in the PT and then "Group selection" in the "PivotTable Analyse" ribbon.

and then the grouping that you want.
Give it a try and come back if you run into troubles.

JulianG950

Copper Contributor

Jul 13, 2020

Riny_van_Eekelen

Riny,

Hi, I've had a look and recreated the table, thanks.

I was wondering about the date format you used in the columns though - did you have to do this for the data to sort in the PT in the correct year order?

also, and thank you for your patience! would there be an easy way to group this by month as well as quarters and years?

Regards

Julian

Riny_van_Eekelen

Platinum Contributor

Jul 13, 2020

JulianG950 Regarding the date format, it doesn't have to be a special one. As long as the dates have a data type "Date". Then, you can group them e.g. by year, quarter, month.

Grouping is done by selecting a date header in the PT and then "Group selection" in the "PivotTable Analyse" ribbon.

and then the grouping that you want.

Give it a try and come back if you run into troubles.

JulianG950
Copper Contributor
Jul 14, 2020
Riny_van_Eekelen Hi, thanks for the advice. Think I've got it, took a little while as I was highlighting all the dates not one, to do the grouping.

Your help is appreciated.

Regards

Julian