Pivot Table?

  • Thread starter Thread starter MrAlMackay
  • Start date Start date
M

MrAlMackay

I need to be able to report on data within a spreadsheet and allow for this to
be customisable by Month / Year.

I thought that I could do this with a pivot table but i'm struggling.

If I've basically got several rows containing the following data fields:
Problem Ref:, Problem Description:, Date Raised:

What I want to be able to do is @ the top level of the report - specify month /
year raised, this will then filter all of the appropriate records underneath
(all fields).

Appreciate your help on this one - many thanks, Al Mackay ( (e-mail address removed)
)
 
So create your table, group the dates and check both year and month. Both fields should now
appear in the table, so click on the dropdown, click on the 'show all' option to deselect
everything, and then just select the month and year you are interested in.
 
Are you getting actual dates in the table? If so, you should be able to
rightclick one, then choose Group & Outline -- Group. From the Grouping
dialog, you can set to group by months. Then you can use the button dropdown
to show only a specific month. But this seems like a lot of work, plus I
believe you have to exactly define your data source rather than just plain
A:C.

AutoFilter (Data -- Filter) might be a better option. Once applied, choose
Custom -- show rows where date is greater than or equal to month start and
less than or equal to month end.

HTH,
Andy
 
Hadn't noticed that before, but you are right. It's a really nice option in 2002 that lets you
select or deselect all of them at a single go.

BTW, if you don't select years as well, then all the Jans and Febs etc will get grouped together
irrespective of year, and the OP wanted to be able to select a year.
 
I used to do this years ago, it was based on Criteria.
Suggest you search Help on that word. I would be very
surprised if the feature had been dropped.
-----Original Message-----
I need to be able to report on data within a spreadsheet and allow for this to
be customisable by Month / Year.

I thought that I could do this with a pivot table but i'm struggling.

If I've basically got several rows containing the following data fields:
Problem Ref:, Problem Description:, Date Raised:

What I want to be able to do is @ the top level of the report - specify month /
year raised, this will then filter all of the appropriate records underneath
(all fields).

Appreciate your help on this one - many thanks, Al
Click to expand...
Mackay ( (e-mail address removed)
 
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