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.
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.
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 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.
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.