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Add A Month Field to Pivot Table

Copper Contributor

I have table of data that includes the date. I want that to be in the row of my pivot table. However, the user will want to filter on month. and see data for each day of that month. I assume I need to create a filter field using the Date, but how?

2 Replies
best response confirmed by VI_Migration (Silver Contributor)
Solution

@Tod Lay 

First, move the date field to the Rows area.

Right-click any of the dates in the pivot table.

Select Group... from the context menu.

In the Grouping dialog, select Years, Months and Days.

Click OK.

This will add Years and Months to the Rows area.

Drag Years to the Filters area, then drag Months to the Filters area.

The user can then filter by year and by month.

@Hans Vogelaar Perfect answer. Thank you.

1 best response

Accepted Solutions
best response confirmed by VI_Migration (Silver Contributor)
Solution

@Tod Lay 

First, move the date field to the Rows area.

Right-click any of the dates in the pivot table.

Select Group... from the context menu.

In the Grouping dialog, select Years, Months and Days.

Click OK.

This will add Years and Months to the Rows area.

Drag Years to the Filters area, then drag Months to the Filters area.

The user can then filter by year and by month.

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