This probably wouldn't count as a programming question, but I'm starting to think it might be a glitch with Microsoft Excel 2016.
My Pivot Table aren't sorting my dates chronologically.
When I toggle the 'Sort Oldest to Newest' in the pivot table, my dates seem to be sorted alphabetically.
Date Revenue
10-Aug $83,004
10-Nov $43,137
10-Oct $881,775
10-Sep $470,486
11-Aug $45,676
11-Nov $250,890
11-Oct $1,324,366
My source data is sorted chronologically no problem.
Source Data sorted nicely:
I have confirmed that my source dates are formatted as Date as well as the format in pivot table. However, I should note, that I can't seem to change the format of the dates on the pivot table. I've Tried the Following:
Opening the 'Value Field Settings Box' by right clicking on the 'Date' field in the Rows > Opening the Format Cells by clicking on 'Number Format' > Selecting Date (and changing the settings from 'd-month' }} This doesn't change the formatting
Highlighting the date column and changing the format to short date in the Number Section of the Home Ribbon }} this also doesn't change the format of the date
In order to confirm that my dates in my source information are formatted as dates, I used the 'Text to Columns' function to be sure that all the dates were pasted as mdy dates. I've also selected the column of dates and right clicked to access format cells as dates. Lastly, I ensured that they registered as dates according to the Number column in the home ribbon.
I thought this was a simple problem, I want my dates in my pivot table to sort chronologically, but it seems to be impossible.
Here is a link to the file for reference.
Related
I have an Excel sheet formatted as shown below that has sales data for various products in different locations
How can I create a pivot table that allows me to group the sales data by quarters or years?
There are examples where the date is not a column header but not for my situation
I have tried grouping but that is disabled. I also tried transposing the table so the dates are on the rows but that messes up the data.
Unpivot the date columns within Power Query. Select all date columns and then click Unpivot Columns from the Transform menu. Rename the resulting Attribute column as required.
You can now pivot the resulting table as desired.
Edit: if the number of date columns is not fixed, it will be better to select all columns apart from the date columns and choose 'Unpivot Other Columns'.
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.
I inserted a pivot table with a named table as the data source, and am using the date value as a Column Label. The dates are either 1/0/1990(blanks), late December 2015, or early January 2016.
I would like to only display dates from 2016, so I used the "Date Filter" to only show values from this year (I tried doing this both by entering the dates manually, and just selecting "This Year").
http://i.stack.imgur.com/VeTO7.png
However when I do this I can now select to see dates "<1/1/2015",any of the months, or ">12/31/2015". Obviously if I want to see items from 2016, this is not much use, as they are all grouped under one "grouping checkbox" (">12/31/2015").
http://i.stack.imgur.com/rmm9y.png
So right now, with all of my 2016 dates falling under January, the only column label visible is ">12/31/2015", instead of showing "Jan".
http://i.stack.imgur.com/L5eza.png
How can I get the pivot table to display the month names for my data, instead of ">12/31/2015"?
http://i.stack.imgur.com/M8IF4.png
The solution that I found (which may not work for everyone), is to check how you grouped your dates, as Excel's automatic grouping incorrectly guessed my date range. Another solution is to make sure you are applying the date filter before you are grouping, instead of after.
I have an Excel document stored on the network drive.
I have a field called "delivered" formatted as date and I'm 99% confident it's actually a date. =TYPE confirmed it as a number, used Datevalue and posted over the source to make absolutely sure.
I have placed "delivered" in my row labels. I have sorted it to confirm that it's sorting as a date. When I select the drop down for Row Labels "Date Filters" is an option that appears.
I do not have missing, blank, or error values in the source data for the field "delivered."
With all that said, when I right click on a date value in the rows and select "Group" it tells me that I cannot group the selection. And "Group Field" in the ribbon is greyed out.
I've refreshed the pivot table, I've restarted Excel, but no luck.
Help? :(
Looks like there is a stray text value amongst the dates. To find it, sort the pivot table (not the source table) by the date column with A-Z as the sort order. Any text will be listed before the dates.
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.