How to sort Pivot table by period date (e.g month)

[keredu]

Hi,

I have a table with 3 column:

Material // DATE // VALUE

I want a pivot table that can show for each material, the amount of value of each date.

Just by selecting to creat the pivot table I can get this kind of option, but when I try to filter or sort the column Date I can never find the option that I want, to show these values in groups by date.

I found a filter to show just one month or just one quarter... But I wanted to show every date, but insted of 01.01.2001 and 01.02.2001 to be jan.2001.

The file to explain the question:Book2.xlsx

[oeldere]

I added an new colum with the value month.

After that it's easy to make the pivot table you want.

See the attached file.

[Kevin UK]

Hi keredu

Right click one of your dates in the pivot table, select group, select months.

[keredu]

Oh. I had some non date data and could not use the group option. I put a dummy dade like 1.1.9999 and now It is great.

thanks

[keredu]

Oh, Hi again!

When I put extra data at the pivot table another error message appears againBook3.xlsx

[oeldere]

another error, which one?

I don't see any error on your file.

Please also refer (in your text) to the sheet you made the pivot table from.

[keredu]

My Pivot table is the sheet named 'BUDGET' and the data is from the sheet 'Ledger'.

I was trying to use the steps Kevin UK recommended. The error that appears is that I cant use Group option

[Kevin UK]

Hi keredu

I had no problem. Right click one of the dates, click group and the grouping box will appear. See the attached file and picture.

Grouping.PNG

[keredu]

Hi kevin,

I always have trouble when I input a lot of data, I think its because of the format of the cells that have to be all the same (date type eg. dd-mm-yyyy).

I'll change this thread to solved, but I'll probabily will need more help about the same topic soon. =/

thanks again for helping