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Converting 1 to January so you can then GROUP by quarter in PIVOT

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    Converting 1 to January so you can then GROUP by quarter in PIVOT

    Hi,

    I have sales data where each month shows as a numerical value i.e. January is 1, Feb is 2 etc and want to firstly enter a formula to change the number value to a text value so I can then have the ability to convert to a pivot table and then group my data by quarter. I will be going back and historically filling in sales data going back 10yrs as part of a project and all the source sheets show 'periods' instead of the correct month name. I have tried =TEXT(B2*29,"mmm") but once converted to month name it will not allow me to group this in a pivot table. I can group period 1-3, 4-6 etc but I want to show the proper quarter names of the year.

    I have attached an example workbook.

    If anyone can I help I would appreciate it.

    Thanks
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    Last edited by BigErnKingpin; 08-05-2019 at 04:09 AM.

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    Forum Moderator Glenn Kennedy's Avatar
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    Re: Converting 1 to January so you can then GROUP by quarter in PIVOT

    Is this what you meant:

    =CHOOSE(ROUNDUP([@Period]/3,0),"Q1","Q2","Q3","Q4")
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    Re: Converting 1 to January so you can then GROUP by quarter in PIVOT

    Hi Glenn,

    Aye that hits the nail on the head. I came up with my own solution too: =DATE(A2,B2,1) which defaults each period ot the first of each month i.e. 01/01/2017 etc. Which solution is best to use?

    Thanks

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    Forum Moderator Glenn Kennedy's Avatar
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    Re: Converting 1 to January so you can then GROUP by quarter in PIVOT

    Whatever you prefer!! Makes no odds.

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    Re: Converting 1 to January so you can then GROUP by quarter in PIVOT

    Ok Thanks so much for your help Glenn. It is very much appreciated.

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