Grouping Date Fields in Pivot Table
 

I'm trying to summarise a member database using pivot tables in Excel 2003.
My source data includes a field for date of joining (dd/mm/yyyy). I would
like to create a pivot table showing YEAR of joining as a variable and I'm
sure it's possible to group individual dates into weeks or months or years,
however I can't find how to make this happen.

Grouping Date Fields in Pivot Table
 

The date field should be in the pivot table's row or column area.
In the pivot table, right-click on the field button for the date field
Choose Group and Show DetailGroup
Select Years, and click OK

If you get a message that items can't be grouped, the date field may
contain text or blank cells. There are workarounds he

http://www.contextures.com/xlPivot07.html

RuthBetts wrote:
I'm trying to summarise a member database using pivot tables in Excel 2003.
My source data includes a field for date of joining (dd/mm/yyyy). I would
like to create a pivot table showing YEAR of joining as a variable and I'm
sure it's possible to group individual dates into weeks or months or years,
however I can't find how to make this happen.


--
Debra Dalgleish
Contextures
http://www.contextures.com/tiptech.html

Grouping Date Fields in Pivot Table
 

Thanks so much, Debra. Worked like a dream. In case anyone else is
experience same issue, my problem was caused by having the date fields
formatted *dd/mm/yyyy rather than dd/mm/yyyy. No idea what the '*' means or
does, but selecting the correct date formatting did the trick.

"Debra Dalgleish" wrote:

The date field should be in the pivot table's row or column area.
In the pivot table, right-click on the field button for the date field
Choose Group and Show DetailGroup
Select Years, and click OK

If you get a message that items can't be grouped, the date field may
contain text or blank cells. There are workarounds he

http://www.contextures.com/xlPivot07.html

RuthBetts wrote:
I'm trying to summarise a member database using pivot tables in Excel 2003.
My source data includes a field for date of joining (dd/mm/yyyy). I would
like to create a pivot table showing YEAR of joining as a variable and I'm
sure it's possible to group individual dates into weeks or months or years,
however I can't find how to make this happen.


--
Debra Dalgleish
Contextures
http://www.contextures.com/tiptech.html