Pivot Tables!!!!!

Highlighted
Occasional Contributor

 Finally discovering the world of Pivot Tables and it is Amazing! Feel like I might never need to use formulas again.

 

Having some trouble grouping the dates in my pivot table I created for transactions over the last 12 months.

 

Any help will be appreciated!

 

Cheers

6 Replies
Highlighted
Can you share an example of your problem?
Highlighted

@jacovdl  Without an example, my first thought is date formatting; make sure the data column is properly formatted as date (Data, Text to Columns) & the date format (format cells) is correct.

Highlighted

Thanks, please see attached

Highlighted

Hi @Rusty Dane 

 

I've tried to format the date columns numerous times, but it doesn't seem to work.

Please get the data file attached

@jacovdl 

Select column B, Data->Text To Columns and on third step

image.png

Result is attached.

Highlighted

Hi @jacovdl ,

 

Follow the steps from @Sergei Baklan in his previous post, and then, in your pivot table, right click over the column that contains the Dates labels, and select: "Group"

Since you have already formated as Date, it will recognise the possibilities for grouping automatically, and will give you the following options:

 

grouping.PNG