I am currently working on a project trying to get the date from mm/dd/yyyy to yyyy-mm. I used a custom setting to do so, which is shown in the Pivot Table. When I create my Pivot Chart the date formatting goes back to mm/dd/yyyy. I tried creating Group Selection, but Group Field is not available to group by month. I was able to get the Group Selection to group all of the monthly entries, but the whole point of this project is to use the yyyy-mm format to increment by 3 months (quarter). I get #VALUE when I use formulas to increment the month by 3 (=DATE(XX),MONTH(XX)+3,DAY(XX)) -or- =EDATE(XX,3)).

If you have any guidance, it would be greatly appreciated!