Feb 04 2021 02:44 PM
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?
Feb 04 2021 02:50 PM
Feb 04 2021 03:40 PM
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.
Feb 04 2021 07:09 PM
I'm on a Mac as well, and whenever there are dates in a field as part of a table that I use as the basis for a Pivot Table, when I use the dates as either the source of the columnar data or the row data, it offers the options of "Year," "Quarter," or "Month" --- I don't need to do anything special to get that.
Is it possible for you to post a copy of this errant spreadsheet (so long as the data are not proprietary in some way?
Feb 05 2021 12:12 AM
@SDesmarais Check the settings in "Excel", "Preferences...", "Tables and Filters". Make sure that the option at the bottom is NOT checked if you want your dates to be grouped automatically.
Feb 05 2021 12:15 AM
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