Comments on: Grouping Dates in Pivot Tables

By: Monica

Monica — Thu, 18 Mar 2010 21:43:51 +0000

I need it for 3 years, not just one single year.

By: Monica

Monica — Thu, 18 Mar 2010 21:40:27 +0000

How do you do this with a fiscal year, say from December to November? It seems to only allow for calendar years.

By: Profit & Loss Reporting using Microsoft Excel - Accounting & Excel - Part 1 of 6 | Pointy Haired Dilbert: Learn Excel Online - Chandoo.org

Wed, 24 Feb 2010 22:03:49 +0000

[...] This gives you flexibility to group data by quarterly / Six Monthly / Yearly for reporting. [learn more about grouping dates in pivot reports] [...]

By: Chandoo

Chandoo — Mon, 23 Nov 2009 13:29:11 +0000

@Pam.. you can select both Month and Year in group criteria to have this corrected.

By: Pam

Pam — Mon, 23 Nov 2009 13:07:00 +0000

Hi. I am trying to chart expenses per month that range from Sept 08 to October 09. When I group by month in the pivot table it only gives 12 months (Jan- Dec) and groups the Sept 08 and Sept 09 data together. Is there a way to group by month (Sept-08 through Oct-09) that will allow me to use greater than 12 months?

By: lohhw3

lohhw3 — Fri, 20 Nov 2009 14:56:32 +0000

thanks chandoo!

am glad it’s not a weird problem that i’m facing

By: Chandoo

Chandoo — Fri, 20 Nov 2009 07:47:27 +0000

@Ed.. this is exactly why I love to blog. Everyday I meet great hacks and excel users like you. Thanks for sharing the macro with us.

@Marion: You can group non-dates by selecting the values you want to group and selecting “group” option. Excel will create a new group with the selected values. It is a bit painful but better than mentally grouping the values.

@Lohhw3: This seems like a bug (or feature) in pivot tables. Once you make a group in one pivot, the group persists in other pivots. A simpler solution could be to make a duplicate data table and use it in pivot.

By: lohhw3

lohhw3 — Fri, 20 Nov 2009 01:33:45 +0000

hi chandoo,

this post is just what i need to feedback a bug/problem in PivotTable (Excel 2007).

I’ve created a new sheet for pivottable with date grouped into month/year.

BUT, i needed to create a new pivottable sheet (from the same source table) with NO date grouping. However, this new pivottable will not show the full, ungrouped dates. It stumbled me for some time until i figured out that the 1st pivottable has date grouping!

is there a solution to this?

thanks!

By: Marion

Marion — Thu, 19 Nov 2009 02:10:10 +0000

Is there a way to group on non-date values? For example, I have expenses from various companies that I need to compare. I have normalized the data, and then I pivot – so that the categories and line items are the rows, and I have a column for each company. However, it’s a terrible waste of real-estate – the categories take up too much room. It would be great if they could be grouped….

Suggestions?

By: Ed Ferrero

Ed Ferrero — Wed, 18 Nov 2009 01:41:25 +0000

One frustration with Excel’s date grouping is that Quarters are for calendar years only. In my world Quarter 1 starts in July.

Here’s a bit of code to add to the ThisWorkbook module. This works by changing the captions of quarterly groups from ‘Qtr 1′ to ‘Q3′. It runs after the pivot table update event, because updating the pivot table will change quarter captions back to the defaults.

‘=================================================
Option Explicit
‘ IsUpdated is a global variable that lets us know
‘ if the Pivot Table Update event has been triggered by the user
‘ or by our code in this module
Private IsUpdated As Boolean

Private Sub Workbook_SheetPivotTableUpdate(ByVal Sh As Object, ByVal Target
As PivotTable)
If Not IsUpdated Then
If SetFiscalQtr(Target) Then
Application.StatusBar = “Fiscal Year Quarters Set”
IsUpdated = False
End If
End If
End Sub

Private Function SetFiscalQtr(pt As PivotTable) As Boolean
‘ Function to set Quarters From Excel default to fiscal year
‘ i.e. Q1 = Jul, Aug, Sep etc.
If FieldExists(pt, “Quarters”) Then
IsUpdated = True
With pt.PivotFields(”Quarters”)
‘ could check to see if we have already
‘ renamed the quarters, or just error and keep
‘ going
On Error Resume Next
.PivotItems(”Qtr3″).Caption = “Q1″
.PivotItems(”Qtr4″).Caption = “Q2″
.PivotItems(”Qtr1″).Caption = “Q3″
.PivotItems(”Qtr2″).Caption = “Q4″
.AutoSort xlAscending, “Quarters”
‘ turn error checking back on
On Error GoTo 0
End With
SetFiscalQtr = True
Else
SetFiscalQtr = False
End If
End Function

Private Function FieldExists(pt As PivotTable, strField As String) As
Boolean
‘ checks if strField is a Pivot Field in the Pivot Table pt
‘ true if field exists
Dim fld As PivotField

FieldExists = False
For Each fld In pt.PivotFields
If fld.Name = strField Then
FieldExists = True
Exit Function
End If
Next
End Function

Cheers,