I'm trying to make Pivot Table, but the double header with dates horizontally is making it really difficult. Any suggestions as to how to format this data to properly use a Pivot Table?
https://docs.google.com/spreadsheets/d/1UZyFjkKw22s6sykFGoQB3AX_7ZN_XLIIZiOupfqhNHw/edit#gid=0
Currently the rows are showing up as each day, & I want to have the rows be stores & then be able to filter & shift the date / change the date format so I can answer sales volumes by store for certain time frames (by month, by day, by qtr, etc.)
How do I change the date format?
Related
I'm looking to create a overview of the planned maintenances for this year.
I have a maintenance worksheet where we put in the planned events, with a column where the dates are in the format of 'day, dd-mm-yyyy'. Since the format of the cells is 'date' in this exact format, I can use the filter to create an order based on the 'dd-mm-yyyy'. PRNTSC of source data
It becomes an issue when I want to create a pivot table. While using a pivot table gives good insights what type of different maintenance is done on a certain day PRNTSCR of pivot, the column can only be ordered in alphabetically. , although format of the column should is 'day, dd-mm-yyyy'
How do I format the column in the pivot table to be able to order chronologically?
Thanks!
I have a column full of specific date and time information, but I want use that data to filter my table to show only MTD, QTD, and YTD rows.
I can't upload an image of my table because of my work computer program, but I have the variable with the dates in the "report filter" field. The data in the column is given as an individual date and time, so that's all I can select when I try to filter it. There's too many option, and I need to be able to select simply QTD, MTD, or YTD dates. How can I do this? Apologies for the lack of imagery.
Select any part of the Pivot table
Under the Analyze tab of the ribbon select Insert Slicer or Insert Timeline whichever you prefer
Filter the dataset based on the criteria you want.
This won't give you your select columns, but without seeing the way you're data is structured should be a good fix.
If you have the issue where the dates won't summarize by month you can create two new columns to summarize the data and create a table with the following columns:
Month # / Month Name
1 January 'you can use whatever naming convention you prefer (jan, etc.)
2 February
....
Then you want to use the MONTH function combined with a VLOOKUP. It should look like =vlookup(month( [date cell reference]), [table you just made], 2, 0) This will pull the month name. Then you can use the YEAR function to get the years. Then make sure the pivot table accounts to the adjusted range and pull those in instead of date. You can still use the slicer and timeline to filter out the dates, but it will be summarized based on these new labels.
In excel I have a column of days (mm/dd/yyyy) and I want to have a timeline sort of plot showing how many points I have for each month of each year. It's easy to show how many instances a day appears with a pivot table (added a column "Count" with just 1's), and then make a plot for that, but I don't know how to do that with just the month/year.
I tried using the =month and =year functions, and highlighted those columns (with the "Count" column) to make a pivot table, but I'm not sure how to group and plot it the way I want. Here's what it looks like when I have data point sums for month/day/year, I want the same thing but with the month/year:
And here's my data:
I'm sorry if this is a really low level problem, I'm a noob at pivot tables and have been trying this all day
You can group the data by month (or other useful options like quarter & year) IF values are formatted as actual dates. It looks like yours is formatted as a date but just in case, here are two ways to test...
A) Change format of a cell with date to number (this should return a date serial)
B) Use =ISTEXT(Select Cell With Date) (this should return FALSE)
Once valid date format has been verified
Click on a date in pivot table
Navigate to Analyze tab
Select Group Selection
You should get a pop-up asking how you want to group the data. Select Month
Ensure you are summarizing the points by Sum (right click on point cell in pivot and set option at Summarize Values By)
If you are using a pivot chart, it will update on refresh to reflect new row groupings (I.E. show monthly sums as you asked for)
Before & After photos below
I am importing a report that has a strict template from a sales monitoring site and I need to create a pivot table to reflect the data. The report generates data on daily sales for the month. The issue: I want a pivot table to reflect the imported data, but display 0's for the dates that are in the future.
For example, my data is being imported and has data from 3/1/16 to 3/21/16 (today's date). I want a pivot table generated from this data to display the full month of March, with 0's for the dates after today. Is this possible?
As far as I know, pivot tables need a data source to read from. So if you want the rest of month to show up with 0's, you will need to create dummy data for it. So fill out the data source with the rest of the month and 0's in all the columns. Then it will show up in your pivot table (as long as those cells are part of the pivot table's data source).
Without seeing the full layout you have in mind, it's difficult to be precise with an answer. Based upon what I can gather from your original post, I'd recommend inserting a column into your source data, let's call that column B.
Let's say your source data dates are in column A. Let's assume you have a header row in row 1 and column A is formatted as Date.
Insert a formula into B such that:
=IF($A2>NOW(), 0, $A2)
This will give you a column that either returns zero for future dates or the source data date for dates in the past/present.
Update your pivot to reflect the new column B instead of Column A. The challenge you will have is that Excel will attempt to present 0 as a date (since the rest of the column is a date), showing 01/00/1900 instead of zero.
I'm using Powerpivot to create a pivot table in Excel.
In Powerpivot,the Date_Received column is correctly formatted as Date (dd/mm/yyyy) and all of the date columns are working correctly in Powerpivot. However when I try to summary data by pivot table in excel, all the date columns are converted to text and behave as text in pivottable.
Consequently, I can't not group the result by Year, Month... or even sort data from Oldest to Newest.
I think it is a very common problem with Powerpivot, could someone please help?
My guess is that you are UK based? It's a well known and long standing issue that is connected to PowerPivot failing to properly understand the date format.
There are some things you need to do to get round this:
Use a separate date table that has a column of unique, continous dates that cover your required period. Each other table with dates should be linked to this.
In the PowerPivot window on the 'Design' tab mark this as your date table with your date column as 'the date'
Change the format of this date column in the PowerPivot window to something that is non ambiguous - I tend to use yyyy-mm-dd.
At this point any pivot you create using this column will be sortable by date and the date filters will become available.