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Pivot Table Group Selections Grayed Out

B

Billv

New Member
Have a Pivot Table issue that I can't figure out. Worksheet is laid out as follows. There is a Data Table with all sales data. In the first pivot table this is the table used for Sales and allows for grouping of the date field. Also created a field on the table to allow for sorting by fiscal quarters. This also works fine as a group option. The next pivot table uses the same Data table for sales and also an Item table for additional Item reference fields (Product and Merchandise Class fields). The second pivot table does NOT allow for Date grouping. The group selection options are grayed out. I removed the item table to see if that was perhaps the cause, but even after removing it and only using the Data table, the grouping option remains grayed out. There are no blanks. The field is a date field and works on the first pivot table just fine. Why not on the second one? Thoughts?

There are also relationships between the tables that are active and valid.

Excel 2013

Thanks.
 
My workaround. Created another field in the Sales Data table called Fiscal Month. Used the formula, =CHOOSE(MONTH(Q2),"Jan","Feb","Mar","Apr","May","Jun","Jul","Aug","Sep","Oct","Nov","Dec")
to capture the month name. Added the new field as a Column in the pivot table. Get the right result but a bit clunky. Is there a better way?
 
Last edited:
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