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
Related
I have a Pivot Table from a cube that has multiple date columns on it (New, Sale Made, Revenue Recognized). I'm aggregating by a dimension (Level in this case, but could be just about any dimension) and I'd like to provide only 1 Timeline slicer and by selecting a date range in the slicer, adjust counts based on the different date columns.
I've tried the Data Model Date Table trick from the Common timeline for multiple date fields, but I am mentally missing a step to follow so I haven't been able to link multiple dates to the same date in that for a slicer.
Has anyone else successfully done something like this before that can share additional steps to what I might be missing? 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.
Good Morning,
New user here; need assistance please. My data is structured with days across a spreadsheet. t1 = 9/30/2016, u1 = 10/1/2016, v1 = 10/2/2016 etc...
The right side of the sheet s1:s711 has structured data which are the specific employee numbers i.e. 5672291. These are unique identifiers and do not repeat.
The data contained between t2:bsa711 represents the amount of sales on a given day for the employee.
I have tried several sumifs and sumproduct functions to capture the amount of sales for each employee by month. This did not work due to the multiple criteria (employees name and <= EOMONTH => EOMONTH criteria to sum the sales within the month)
My last attempt has been to pivot the data and group by month, but I am unable to produce the desired result because I can only get column names (the days) in the pivot list (1000+ due to the T-BSA range of columns/days).
My overall goal is to know the total per month I am not averse to using pivot or some type of array sumifs. Sorry that I do not have much to add to show research. I have been looking.
Thank you in advance.
Make sure the dates are formatted as dates.
Click on analyze -> insert timeline-> select column for dates.
You might want to experience with slicer and pick the days you want which is even more specific.
I have a csv file with the date and time (h,m,s) all split in separate columns. I would need to display the count in a chart with the appropriate date/time value. I really can't figure out how
screenshot
Remove blank rows or rows without dates, then create a pivot table. Drag date into the rows area, then hours below date, then minutes below hours, if that level of detail is desired.
Drag any field into the Values panel and set it to count. Create a chart from that.
If that does not do what you want, you need to edit your question with A LOT more detail to describe the desired output.
Edit: Another approach: construct a complete date/time value with a formula
=B1+time(0,0,C1)
(assuming that column C has time values in seconds.) Now create a pivot table with the new columns in rows and a count of CT in the Values. Build a chart from that.
If you need the X axis to be a time axis, you need to build a regular chart from the pivot table, not a pivot chart.
Problem statement:
I have orders in Excel with the dates the orders were opened, and the date the order was closed. I'd like to show a chart by month showing the number of orders that were open during that given month.
What I've done:
I created a column for each month, then created a formula that returns one or zero based on whether it was open during that month. Then I sum up the total at the bottom of the column
What I'm looking for:
A different solution, one which may lead to a pivot table that would make it easier to incorporate other data fields, for instance type of product etc.
Assuming that what you have looks like:
and you want to have the ability to produce a pivot table and chart like:
You could transpose your data and create column headings similar to what has been done at the top of the second picture.