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#1
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My worksheet has dates in the "mmddyyyy" format with associated counts of
procedures. I would like to present this in a pivot table with the counts broken down by months and formatted as "Jan, Feb, etc." How to do it? Tx Rocky |
#2
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Convert it to real dates first, select the column with dates, do datatext
to column, click next twice, in step 3 under column data format select date and MDY Now apply a pivot table. If you type in 12142006 and thinks it is the same as 12/14/06 then you are mistaken, Excel needs to know that it is a date you enter and that can only be done by using date delimiters (or VBA code), however by using datatext to columns the dates will be converted -- Regards, Peo Sjoblom "Rocky" wrote in message ... My worksheet has dates in the "mmddyyyy" format with associated counts of procedures. I would like to present this in a pivot table with the counts broken down by months and formatted as "Jan, Feb, etc." How to do it? Tx Rocky |
#3
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Peo,
I don't know what you mean by datatext to column; I think that it is a real date already, just formatted mm/dd/yyyy; where is it that I am clicking next twice in step 3?; Tx Rocky "Peo Sjoblom" wrote: Convert it to real dates first, select the column with dates, do datatext to column, click next twice, in step 3 under column data format select date and MDY Now apply a pivot table. If you type in 12142006 and thinks it is the same as 12/14/06 then you are mistaken, Excel needs to know that it is a date you enter and that can only be done by using date delimiters (or VBA code), however by using datatext to columns the dates will be converted -- Regards, Peo Sjoblom "Rocky" wrote in message ... My worksheet has dates in the "mmddyyyy" format with associated counts of procedures. I would like to present this in a pivot table with the counts broken down by months and formatted as "Jan, Feb, etc." How to do it? Tx Rocky |
#4
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Have you created the pivot table? If your column of data has only dates in it,
Excel should automatically group them by months. What part of the pivot table are you having problems with? -- Regards, Fred "Rocky" wrote in message ... My worksheet has dates in the "mmddyyyy" format with associated counts of procedures. I would like to present this in a pivot table with the counts broken down by months and formatted as "Jan, Feb, etc." How to do it? Tx Rocky |
#5
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Fred,
Yes, I did create a pivot table and then tried to group them by months, but got an error message that it could not do so. Part of the problem could be the date field. I have trouble discerning what the field is truly formatted as and if in fact Excel sees it as text or date. Any tips on that would be helpful. Tx Rocky "Fred Smith" wrote: Have you created the pivot table? If your column of data has only dates in it, Excel should automatically group them by months. What part of the pivot table are you having problems with? -- Regards, Fred "Rocky" wrote in message ... My worksheet has dates in the "mmddyyyy" format with associated counts of procedures. I would like to present this in a pivot table with the counts broken down by months and formatted as "Jan, Feb, etc." How to do it? Tx Rocky |
#6
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Hi Rocky
If you get an error message when trying to Group dates in a PT it means that there is Text in one or more of the cells in that field, OR there are blank entries. It could be that you have defined your range for the source for the PT to be larger than the current data range, hence you will have blank rows at the end. Try in the first instance, limiting the range to the used range where dates exists and see if you can group. Post back with what version of XL are you using, and we can give you the best method of defining a dynamic range that will grow as you append more data to the end of your list. -- Regards Roger Govier "Rocky" wrote in message ... Fred, Yes, I did create a pivot table and then tried to group them by months, but got an error message that it could not do so. Part of the problem could be the date field. I have trouble discerning what the field is truly formatted as and if in fact Excel sees it as text or date. Any tips on that would be helpful. Tx Rocky "Fred Smith" wrote: Have you created the pivot table? If your column of data has only dates in it, Excel should automatically group them by months. What part of the pivot table are you having problems with? -- Regards, Fred "Rocky" wrote in message ... My worksheet has dates in the "mmddyyyy" format with associated counts of procedures. I would like to present this in a pivot table with the counts broken down by months and formatted as "Jan, Feb, etc." How to do it? Tx Rocky |
#7
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Roger,
Thank you. Once I filled in all the cells it worked like a charm. Tx again Rocky "Roger Govier" wrote: Hi Rocky If you get an error message when trying to Group dates in a PT it means that there is Text in one or more of the cells in that field, OR there are blank entries. It could be that you have defined your range for the source for the PT to be larger than the current data range, hence you will have blank rows at the end. Try in the first instance, limiting the range to the used range where dates exists and see if you can group. Post back with what version of XL are you using, and we can give you the best method of defining a dynamic range that will grow as you append more data to the end of your list. -- Regards Roger Govier "Rocky" wrote in message ... Fred, Yes, I did create a pivot table and then tried to group them by months, but got an error message that it could not do so. Part of the problem could be the date field. I have trouble discerning what the field is truly formatted as and if in fact Excel sees it as text or date. Any tips on that would be helpful. Tx Rocky "Fred Smith" wrote: Have you created the pivot table? If your column of data has only dates in it, Excel should automatically group them by months. What part of the pivot table are you having problems with? -- Regards, Fred "Rocky" wrote in message ... My worksheet has dates in the "mmddyyyy" format with associated counts of procedures. I would like to present this in a pivot table with the counts broken down by months and formatted as "Jan, Feb, etc." How to do it? Tx Rocky |
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