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Display all months (even if no data) in pivot table

Lillianne

New Member
Hello,

I've read the posts on how to display months with no data in pivot tables. I have not been able to get this to work correctly.

Issues: my data spans months and years. When grouping by month (only), the pivot table sums the months regardless of the year, so I have both years' data in a single month. When I group by years/months, I am not able to filter on a date range to select only the period I want.

Also, I am not able to format the date to how I want it displayed (ex: YY-MMM)

EX: I may want to only display 2020 October - December, and 2021 January to October. I am not able to only display those months/years. Any pivot filters for year are ignored.

Thank you
 

Attachments

  • DateFormulas&Formats.xlsx
    26.7 KB · Views: 9
Maybe you can/need to switch to a data model, using a calendar table.
See attached, including some guidance.
72013
 

Attachments

  • Chandoo-DateFormulas&Formats.xlsx
    337.5 KB · Views: 6
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