Pivot Table vs Data Source Format

[Ken]

Excel 2000 ... Relatively new to Pivot Tables.

Issue ...

Source Data contains Date Field formatted(mm/dd/yy) ... I
wish Pivot Table to calculate data by MONTH. I tried
formatting Source Data to Date "Mar-98", but Pivot Table
is still seeing the individual Days.

Above said ... I know this is due to my short-comings in
use of Pivot Tables so I have again come to the Magicians
of this board for assistance ... Thanks ... Kha

 

[DDM]

Ken, in your finished pivot table, click any date entry and Data > Group and
Outline > Group. Select Months as the unit to group by, then OK.

DDM
"DDM's Microsoft Office Tips and Tricks"
www.ddmcomputing.com

 

[Ken]

DDM ...

Most places I clicked on Pivot Table resulted in message
that I could not Group Selection ... When I did manage to
get a Group Box (labeled "Group1") to show up, it appears
that I have no further options or edit capabilities ...

Thanks for the support ... Kha

 

[DDM]

Ken, I'm assuming that your data is, as you say, dates; that these dates are
either row headings or column headings in your pivot table. You should be
able to right-click any date in the pivot table and select Group and
Outline. Failing that, you should be able to right-click the tile that
contains the field name and select group and outline. Should work for any
date field.

DDM
"DDM's Microsoft Office Tips and Tricks"
www.ddmcomputing.com

 

[DDM]

....also note that you will not be able to group a page field, only a row or
column field. That may be the problem.

 

[Debra Dalgleish]

If your date field includes blank cells, or cells with text, you won't
be able to group the dates.