Sometimes when we import data from another source in to excel, the dates are not imported properly. This can be due to any number of reasons, including,
- The date format is different from one that is understood by excel
- The data has some extra spaces, other characters before and after the date values.
- The dates are formatted for another country (or date system) and hence your version of Excel wont recognize them.
- The separator between date, month and year is not a known separator (for eg. 12=DEC=2009 instead of 12-Dec-2009), etc.
In this post, we will learn some tricks and ideas you can use to quickly convert text to dates.
Technique 1: Use Text to Columns Utility
- First copy the source data and paste it in a text file (open Notepad and paste there).
- Now copy the values from text file and paste them in Excel.
- At this point, Excel will prompt you for using “Text to columns” utility (or Text Import Wizard as it is called in Excel 2007)
- Go to the Text Import Wizard (or Text to Columns dialog).
- Leave defaults or make changes in step 1 & 2.
- In step 3, select “Date” and specify the format of the date – like YMD, MDY, DMY, YDM, MYD or DYM. It doesn’t matter what is the format of source date, month or year is. Excel can smartly understand them.
- Click “Finish”.
That is all. Your text dates are now converted to excel understandable dates.
Technique 2: Using Formulas to Convert Text to Dates
- Paste the data in a column (say “A”)
- Now depending on the format of source data, write one of the below formulas to convert text to dates.
Using DATEVALUE formula
DATEVALUE formula tells excel to fetch the date from a given input. It is a smart formula capable of converting dates stored as text to excel understandable date format. To convert a text in cell A1 to date, you just write =DATEVALUE(A1)
However, DATEVALUE formula has some limitations. It cannot process all types of dates. For eg. I have shown a few sample dates along with corresponding DATEVALUE output.
Readjusting Date Text so that it works with DATEVALUE formula
Whenever possible, your next best option is to re-adjust the source data text so that it can be understood by DATEVALUE formula. Here is an example.
We can use the text formulas like LEFT, RIGHT and MID to extract portions of the date text and then regroup them using & operator to create meaningful date text format that would be understood by DATEVALUE formula.
Technique 3: Using DATE formula to Convert Text to Dates
If your data has separate columns for date, month and year, you can use DATE formula to convert the data to dates like this:
=DATE(year,month,day)
For eg. =DATE(2009,12,31) will give the date 31st December, 2009.
Bonus Technique: Converting Dates to Text
If you want to convert excel dates to text values (for your report or some other purpose), you can use the TEXT formula like this:
=TEXT(A1,"DD-MMM-YYYY") will convert date in Cell A1 to DD-MMM-YYYY format. You can pass any other date / time formats to TEXT formula as well. [more: tutorials on TEXT() formula]
How do you deal with troublesome dates?
Of course, if it is a real date, we can always bolt. But if it is a date in the data, we need some tools to deal with it. I used to rely on formula based methods to clean the dates. But recently I discovered the import-text date conversion method. This is very powerful and straightforward. Now, I use it whenever possible to clean up my date data.
What about you? How do you deal with buggy / faulty dates in Excel?
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21 Responses to “Distinct count in Excel pivot tables”
The distinct count option works well but I have found that if I have a date field and want to group by year, month, etc. that option seems to be disabled. I need to do both, distinct count and group by year/month.
Example data; sales orders with item quantities with dates.
Challenge; sum the item quantities, count the distinct orders and group by month. How do I do this?
Perhaps that's not possible due to the grouping?
@Al... When you use data model based pivots, you cannot group values manually anymore. Why not use Excel 2016's default date grouping option? In this case we have just a few dates, so Excel is not grouping them, but if you have an year's worth of data, when you make the pivot with date in the row label area, Excel automatically groups them. If you have fewer dates or want to use your own grouping, just create a table with all dates, add columns with month, week, year etc. Then connect this table (these types of tables are usually called as calendar tables) to your data on date field as a relationship. Now you can create reports by month, quarter etc easily.
Is this the only way to do it in 2013? I find it rather cumbersome to have to create another data table listing dates with the another column for MONTH() and YEAR() to be able to summarise data for senior level...
I know people find adding calendar tables cumbersome, but it is a best practice and let's you add more layers of analysis quite easily. For example, adding analysis by weekday vs. weekend or by financial quarter or YTD calculations (you would need either Power Pivot DAX or some very carefully setup pivot table value field settings)
I had absolutely no idea this was possible. Very useful, nice work!
Doesn't work for 2010 version though (or at least not my works version)
Hi ,
The post has the following in it :
These instructions work only in Excel 2016, Office 365 and Excel 2013.
when i have 2 different Pivot tables, one without the enabled “Add this data to data model” option, and the other one with it enabled.. is there anyway i can link slicers between them?
if the answer is NO,, what to do ?
Quick note, the “Add this data to data model” option is not available for the Mac version.
perhaps outside scope of this article but I have found when I attempt to create a pivot table from an external data source (connection to a sql view) the "Add this data to data model" becomes greyed out. Anybody experienced and found a solution so I can start getting distinct count in my pivot tables?
Is there a way to still add a calculated field when using distinct count?
I found I can't change the date source after tick the " add this data to the data model", can you help to adv how to change the date source in such case?
Is there a way to update the source once you have added to the data model? I receive a new spreadsheet weekly and would like to update the connection so my tables pull from the new source.
Hi Crhis, I like how you have hulk (superhero) as your avatar. Do you know that there is a superhero in Excel too? It's Power Query. You can use it to solve your problem in a simple click. Here an intro if you need some guidance.
Powerful Introduction to Power Query
A big Thank you. It worked.
Hi, have survey data that I need to analyze but the challenge is that my key fields are showing horizontally. I tried to transpose the fields using Power Query, but unfortunately the new fields are returning same values on a pivot table despite using distinct values
How I can a do a pivot table with discount conts in some columns and then generate shor report filter pages. pls it drives crazy
Hi. Why grand total pivot of distinct count is 13? shouldn't it be 67?
Great Answer! Saved me lots of time!
Thank you!!!
Worked awesome! Thanks!!
Hi Chandoo,
I am using pivot tables for distinct count and now I need to update them with new set of data. But when I update the source data, all the columns and formatting of Pivot table disappears and I need to build it from Scratch.
Is there a possibility that I can update the source data with new rows added and also retain my pivot tables?