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microsoft excel training - grouping data pivot table

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microsoft excel training - Grouping data in a pivot table

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Zohra has attended:
Excel Advanced course
Excel Intermediate course
Excel VBA Intro Intermediate course

Grouping data in a pivot table

Hi,

I have some data in cluding a field of dates, which is in the form of 'dd/mm/yyyy 00:00'.

Its an extracted report so the data looks like this:
27/06/07 12.42
28/06/07 19.42
etc, etc

I'm trying to use a pivot table to display the data, and need the dates grouped by month.

Any ideas on how to group the data without having to manually check each date (I'd like to automate this so that it can produce this graph on a daily basis).

RE: Grouping data in a pivot table

Hi Zohra. I'd think about filtering your source data before creating the pivot table. Remember you can apply a custom filter to the date to pick out a specific range. You can then use just those records to generate the pivot table. Alternatively, create a new "Month" column with just Jan, Feb, Mar values in it and as long as you kept the source data up to date you could use that column as the page field to generate your pivot tables.

Hope this helps,

Anthony

Excel tip:

Quickly create a list of numbers

The fill handle in Excel has many uses. If a number is typed into a cell and then the fill handle is used, the number will be copied from one cell to the next.

If you wish to create a list of numbers that increment by one at a time, hold down Ctrl in conjunction with using the fill handle - this should give you a series of numbers (e.g. 1, 2, 3 etc) rather than copying a single number.

View all Excel hints and tips

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