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#1
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Good morning:
I am having an issue with a pivot chart and how it is displaying the data. The 3 types of data that I have included in the pivot chart include the following: Time and Date Downtime Reason Minutes Down The problem comes with the Time and Date. The data has been exported from Microsoft Infopath to an Excel spreadsheet, and when the data is entered by an employee, a Time and Date stamp is created for each of the downtime reasons. The Pivot Table is viewing these as separate occurrences, which they are, but I need to lump the data by date. I am not concerned with time. I want the pivot chart to show all of the occurrences of a downtime reason lumped to a single date igf they occurred on that date. Each column should be a different date. Any ideas?? Thanks in advance. I have created a pivot chart |
#2
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Any ideas?? Help!!!!!
Bemidji wrote: Good morning: I am having an issue with a pivot chart and how it is displaying the data. The 3 types of data that I have included in the pivot chart include the following: Time and Date Downtime Reason Minutes Down The problem comes with the Time and Date. The data has been exported from Microsoft Infopath to an Excel spreadsheet, and when the data is entered by an employee, a Time and Date stamp is created for each of the downtime reasons. The Pivot Table is viewing these as separate occurrences, which they are, but I need to lump the data by date. I am not concerned with time. I want the pivot chart to show all of the occurrences of a downtime reason lumped to a single date igf they occurred on that date. Each column should be a different date. Any ideas?? Thanks in advance. I have created a pivot chart |
#3
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Hi Bemidji,
What version of Excel are you using? Also, perhaps the dates are not grouping together properly as they have the date AND time stamp. In your pivot chart (or in your pivot table), have you tried: 1 - right clicking on the date label 2 - choosing Group and Show Detail from the shortcut menu 3 - choosing Group from the submenu 4 - from the Group list, ensure your date range (starting at and ending at) at the top encompasses your date range for your chart, and 5 - from the "By" list, selecting Days (note it is possible that more than one grouping method can be selected here, so ensure that the only "by" method that is clicked is Days). 6 - click on OK. Your information should now be grouped on a daily basis, regardless of any time intervals within each date. Hope this helps Bemidji. Take care, Karen. "Bemidji" wrote: Any ideas?? Help!!!!! Bemidji wrote: Good morning: I am having an issue with a pivot chart and how it is displaying the data. The 3 types of data that I have included in the pivot chart include the following: Time and Date Downtime Reason Minutes Down The problem comes with the Time and Date. The data has been exported from Microsoft Infopath to an Excel spreadsheet, and when the data is entered by an employee, a Time and Date stamp is created for each of the downtime reasons. The Pivot Table is viewing these as separate occurrences, which they are, but I need to lump the data by date. I am not concerned with time. I want the pivot chart to show all of the occurrences of a downtime reason lumped to a single date igf they occurred on that date. Each column should be a different date. Any ideas?? Thanks in advance. I have created a pivot chart |
#4
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Good morning Karen:
What you suggested absolutley works. Thank you so much. The date format (after I followed your instructions) now shows up as ex. 27-Apr, I would like it to show the date in perhaps the mm/dd/yy format. Is there a way I can do this? I right clicked on "Field Settings", and then "Number", and selected what I wanted, but it does not change the format. The version of Microsoft Excel I am using is Excel 2003. Thanks. KarenF wrote: Hi Bemidji, What version of Excel are you using? Also, perhaps the dates are not grouping together properly as they have the date AND time stamp. In your pivot chart (or in your pivot table), have you tried: 1 - right clicking on the date label 2 - choosing Group and Show Detail from the shortcut menu 3 - choosing Group from the submenu 4 - from the Group list, ensure your date range (starting at and ending at) at the top encompasses your date range for your chart, and 5 - from the "By" list, selecting Days (note it is possible that more than one grouping method can be selected here, so ensure that the only "by" method that is clicked is Days). 6 - click on OK. Your information should now be grouped on a daily basis, regardless of any time intervals within each date. Hope this helps Bemidji. Take care, Karen. "Bemidji" wrote: Any ideas?? Help!!!!! Bemidji wrote: Good morning: I am having an issue with a pivot chart and how it is displaying the data. The 3 types of data that I have included in the pivot chart include the following: Time and Date Downtime Reason Minutes Down The problem comes with the Time and Date. The data has been exported from Microsoft Infopath to an Excel spreadsheet, and when the data is entered by an employee, a Time and Date stamp is created for each of the downtime reasons. The Pivot Table is viewing these as separate occurrences, which they are, but I need to lump the data by date. I am not concerned with time. I want the pivot chart to show all of the occurrences of a downtime reason lumped to a single date igf they occurred on that date. Each column should be a different date. Any ideas?? Thanks in advance. I have created a pivot chart |
#5
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I tried to select a different range to create another Pivot table based
upon data from another area of the spreadsheet, and it states the following: "The PivotTable field name is not valid. To create a PivotTable report, you must use data that is organized as a list with labeled columns. If you are changing the name of a PivotTable field, you must type a new name for the field." Huhhh????????? I am creating this PivotTable the same way I did the other one, and now I get this message. Help!! Bemidji wrote: Good morning Karen: What you suggested absolutley works. Thank you so much. The date format (after I followed your instructions) now shows up as ex. 27-Apr, I would like it to show the date in perhaps the mm/dd/yy format. Is there a way I can do this? I right clicked on "Field Settings", and then "Number", and selected what I wanted, but it does not change the format. The version of Microsoft Excel I am using is Excel 2003. Thanks. KarenF wrote: Hi Bemidji, What version of Excel are you using? Also, perhaps the dates are not grouping together properly as they have the date AND time stamp. In your pivot chart (or in your pivot table), have you tried: 1 - right clicking on the date label 2 - choosing Group and Show Detail from the shortcut menu 3 - choosing Group from the submenu 4 - from the Group list, ensure your date range (starting at and ending at) at the top encompasses your date range for your chart, and 5 - from the "By" list, selecting Days (note it is possible that more than one grouping method can be selected here, so ensure that the only "by" method that is clicked is Days). 6 - click on OK. Your information should now be grouped on a daily basis, regardless of any time intervals within each date. Hope this helps Bemidji. Take care, Karen. "Bemidji" wrote: Any ideas?? Help!!!!! Bemidji wrote: Good morning: I am having an issue with a pivot chart and how it is displaying the data. The 3 types of data that I have included in the pivot chart include the following: Time and Date Downtime Reason Minutes Down The problem comes with the Time and Date. The data has been exported from Microsoft Infopath to an Excel spreadsheet, and when the data is entered by an employee, a Time and Date stamp is created for each of the downtime reasons. The Pivot Table is viewing these as separate occurrences, which they are, but I need to lump the data by date. I am not concerned with time. I want the pivot chart to show all of the occurrences of a downtime reason lumped to a single date igf they occurred on that date. Each column should be a different date. Any ideas?? Thanks in advance. I have created a pivot chart |
#6
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Bemidji,
I'm running into a similar situation. Apparently when you Group by Days on a date field, Excel ignores your Number/Date format in Field Settings. It seems to be converting the dates to text (labels) when it groups them. Funny thing is that I'm on a new PC and this seems to be happening just now. I'm sure it was sorting correctly by date before. I am also using Excel 2003, and I'm up to date with Office SP2, so I don't think it's a version problem. Hopefully someone will pick up on this and offer some help! Let me know if you find a solution. Thanks, Jerry Cooper ______________ "Bemidji" wrote: Good morning Karen: What you suggested absolutley works. Thank you so much. The date format (after I followed your instructions) now shows up as ex. 27-Apr, I would like it to show the date in perhaps the mm/dd/yy format. Is there a way I can do this? I right clicked on "Field Settings", and then "Number", and selected what I wanted, but it does not change the format. The version of Microsoft Excel I am using is Excel 2003. Thanks. KarenF wrote: Hi Bemidji, What version of Excel are you using? Also, perhaps the dates are not grouping together properly as they have the date AND time stamp. In your pivot chart (or in your pivot table), have you tried: 1 - right clicking on the date label 2 - choosing Group and Show Detail from the shortcut menu 3 - choosing Group from the submenu 4 - from the Group list, ensure your date range (starting at and ending at) at the top encompasses your date range for your chart, and 5 - from the "By" list, selecting Days (note it is possible that more than one grouping method can be selected here, so ensure that the only "by" method that is clicked is Days). 6 - click on OK. Your information should now be grouped on a daily basis, regardless of any time intervals within each date. Hope this helps Bemidji. Take care, Karen. "Bemidji" wrote: Any ideas?? Help!!!!! Bemidji wrote: Good morning: I am having an issue with a pivot chart and how it is displaying the data. The 3 types of data that I have included in the pivot chart include the following: Time and Date Downtime Reason Minutes Down The problem comes with the Time and Date. The data has been exported from Microsoft Infopath to an Excel spreadsheet, and when the data is entered by an employee, a Time and Date stamp is created for each of the downtime reasons. The Pivot Table is viewing these as separate occurrences, which they are, but I need to lump the data by date. I am not concerned with time. I want the pivot chart to show all of the occurrences of a downtime reason lumped to a single date igf they occurred on that date. Each column should be a different date. Any ideas?? Thanks in advance. I have created a pivot chart |
#7
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Bemidji,
I've found a solution to a related problem ( my 10/20 post). Regarding your question on date format, it seems that if you Group by Day in a PivotTable, the dates are converted to text/labels. I think that's why changing the Field Settings Number format doesn't do anything. Another problem with this is the Field Settings/Advanced/AutoSort goes by day (as text) first and then by month name, which is useless: 1-Nov 1-Oct 1-Sep 10-Nov 2-Nov 3-Jan etc. A workaround for getting it to sort properly is to turn off AutoSort (set to Manual), refresh data, then re-Group by Day. If your source data is actual dates, and is sorted by date, the PivotTable seems to retain this sort order. Jerry Cooper, CMA ________________ "Bemidji" wrote: Good morning Karen: What you suggested absolutley works. Thank you so much. The date format (after I followed your instructions) now shows up as ex. 27-Apr, I would like it to show the date in perhaps the mm/dd/yy format. Is there a way I can do this? I right clicked on "Field Settings", and then "Number", and selected what I wanted, but it does not change the format. The version of Microsoft Excel I am using is Excel 2003. Thanks. KarenF wrote: Hi Bemidji, What version of Excel are you using? Also, perhaps the dates are not grouping together properly as they have the date AND time stamp. In your pivot chart (or in your pivot table), have you tried: 1 - right clicking on the date label 2 - choosing Group and Show Detail from the shortcut menu 3 - choosing Group from the submenu 4 - from the Group list, ensure your date range (starting at and ending at) at the top encompasses your date range for your chart, and 5 - from the "By" list, selecting Days (note it is possible that more than one grouping method can be selected here, so ensure that the only "by" method that is clicked is Days). 6 - click on OK. Your information should now be grouped on a daily basis, regardless of any time intervals within each date. Hope this helps Bemidji. Take care, Karen. "Bemidji" wrote: Any ideas?? Help!!!!! Bemidji wrote: Good morning: I am having an issue with a pivot chart and how it is displaying the data. The 3 types of data that I have included in the pivot chart include the following: Time and Date Downtime Reason Minutes Down The problem comes with the Time and Date. The data has been exported from Microsoft Infopath to an Excel spreadsheet, and when the data is entered by an employee, a Time and Date stamp is created for each of the downtime reasons. The Pivot Table is viewing these as separate occurrences, which they are, but I need to lump the data by date. I am not concerned with time. I want the pivot chart to show all of the occurrences of a downtime reason lumped to a single date igf they occurred on that date. Each column should be a different date. Any ideas?? Thanks in advance. I have created a pivot chart |
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