Grouping daily transactions by month (using pivot tables), acrossyears

[Dave K]

Hello - Could someone please let me know the best way to use a pivot
table to group daily transactions into monthly totals.

I noticed there is a "Group and Show Detail" option----but it seems to
be unable to portray 2 separate Januarys when they fall into two
separate years.

For instance, if my data is

1/1/07 1000
1/4/07 8000
1/19/08 10000

I just get a total for January, rather than two separate totals for
Jan 07 and Jan 08.

Is there a way to allow the pivot tables to show Monthly totals, but
ensure that I can distinguish between years?
Is there possibly a way to include the same "Date" field twice, and
then group the first field by year and the next field by month?

I realize I can accomplish this with the sumproduct function......but
I would prefer to build it into the pivot table if at all possible.

Thanks for any suggestions.

 

[Bob Phillips]

You will need to group by years AND by months so as to differentiate the two
Jans.