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Default Group by Month in Pivot-table

Hi All,

I understand how to group data when it's transferred to Excel as pivot-
table. However I was wondering if it's possible to group before the
data is returned to excel (i.e. from the wizard directly up-front).

The problem is that I'm trying to query, externally via ODBC, in a
pivot-table to simply group the number of cases in our incident system
by Month/Year. I know I could do this in Access as well, however this
isn't standard on our client build so need a way to do this in Excel.
However the number of records is now exceeding 70,000.

As I only want month/year and a count of the cases by 'Date Created'
field I was wondering if you can do this directly within the wizard so
Excel can return/display this successfully within the pivot-table?

If not, does anyone know how to only return this 'summed' view of data
within a MS Query so automatically I'd only get the Month/Year and
count of Date Created field?

Thanks in advance, Al.
 
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