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Pivot Table Date Columns Values

  1. #1
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    Question Pivot Table Date Columns Values

    Hi all,

    Please see attached example sheet

    I have a table that has columns for countries, and retailers, and then it has columns for each month of sales they made. However I do not want to drag these dates into the 'values' box on the PivotTable, I want them in the columns box along with grouped quarters. I don't know how to do this or where to write Q1, Q2, etc. so that it shows in my pivot table. Also I don't know how to tell Excel that the values are sales units. Currently if I move the month to the column field it puts all the data in the columns too, which I don't want.

    In addition to this, is there a way of having data as different formats in the same Pivot Table? My company uses a server to copy data down so I don't know how they do it, but they are able to have value set to sales units or revenue, and depending on what they select the data shows raw numbers or dollars formatting. How can I do this?

    Many thanks!!
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    Re: Pivot Table Date Columns Values

    This is what you wanted?

    if so its called calculated fields

    Some sites with examples to follow
    http://www.excel-easy.com/examples/c...ield-item.html
    http://www.contextures.com/excel-piv...ted-field.html


    Re: formatting
    if i understand your question correctly, there's options in pivot table you can set

    http://www.contextures.com/excel-piv...le-format.html
    Read from "Keep Formatting in Excel Pivot Table" on wards that can better explain it..with pictures
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    Re: Pivot Table Date Columns Values

    It's almost it, but there is one issue, I want a date field, that I can drag in, and it automatically includes all the months with it. I can then filter the months I want, does that make sense?

    Also, for some reason on this pivot table when I drag entries in it automatically makes them SUM formulas, when I do it on my real-life pivot table it keeps defaulting to Count of Jan, Count of Feb, which is really annoying because I have to manually change them back to SUM one by one, I have no idea why it is doing this. Is there a way I make it go back to making SUM the default?

    Thanks!

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    Re: Pivot Table Date Columns Values

    See attached if it does what you want now

    i did two things here

    one is "cross tab" the data
    not sure if this is the official term but i will use the one i grabbed the code from
    http://www.excelforum.com/excel-gene...b-tableau.html

    after which i grouped date by months and quarters
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    Last edited by humdingaling; 04-08-2018 at 08:11 PM.

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    Re: Pivot Table Date Columns Values

    That does the trick, the only issue is my real spreadsheet is 2,400 rows long, so it will be 12x longer once I format it in the way that Excel wants in order to group dates. I found a way to achieve what you achieved when someone else told me to use unpivot function from the PowerQuery tools. Many thanks for your help!

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    Re: Pivot Table Date Columns Values

    30k rows is well within the capabilities of pivot tables

    anyways you seemed to have found help else where with PQ
    haven't really gotten on board with it so really cannot help with it

    Good luck with it
    Thanks for the rep

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