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Pivot Table Not Grouping by Month for Latest Month (groups > 7/20/2013)

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    Pivot Table Not Grouping by Month for Latest Month (groups > 7/20/2013)

    I have a sales pivot table that is arranged to let me see how much each customer is spending over the course of last year and this year.

    The customer (product and sale amount) data is grouped by month by year.

    I tried refreshing the data to include the data from the latest complete month (August 2013) and it only comes up with a > 7/20/2013

    All the previous months work fine ... it is just everything that is after 7/20/2013 that is refusing to group by month.

    I tried everything I can think of in Excel. I searched on Google and these forums for the last few hours. I am have no idea what to try now...

    Any ideas?

    Thanks in advance.
    Last edited by justforthis1; 09-03-2013 at 07:11 PM. Reason: Semi Solved - Basically recreate and reformat

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    Re: Pivot Table Not Grouping by Month for Latest Month (groups > 7/20/2013)

    I seems to me, the data > 7/20/2013 are not in the pivot table data.

    Make a table of your data.

    Excel 2007 => insert => table.

    After that make an (new) pivot table of your data.

    See if that helps.

    Please reply.
    Notice my main language is not English.

    I appreciate it, if you reply on my solution.

    If you are satisfied with the solution, please mark the question solved.

    You can add reputation by clicking on the star * add reputation.

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    Re: Pivot Table Not Grouping by Month for Latest Month (groups > 7/20/2013)

    In a picture we can't work to test the solution.

    Please add an excel file, without confidential information (and please add the desired result).

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    Re: Pivot Table Not Grouping by Month for Latest Month (groups > 7/20/2013)

    I try to post examples usually - but in this case I am not sure that I can really remove the confidential data and still have the problem - this table has always worked in the past...this is the first month where the data isn't "taking".

    I am pretty sure the data has to be in the range because the category ">7/20/2013" has sales numbers for products...I just can't seem to do anything with the date grouping.

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    Re: Pivot Table Not Grouping by Month for Latest Month (groups > 7/20/2013)

    And did you tried the solution in #2.

    And what was the result?

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    Re: Pivot Table Not Grouping by Month for Latest Month (groups > 7/20/2013)

    Creating a new table (with the same data) seems to fix the issue - I still don't know why the original pivot table isn't working though. (the data is all included in the pivot table, just the grouping issue)

    I guess I will just format the new table to look like the old table... which will take awhile unless someone can tell me how to copy pivot table formatting from one to the next?

    Thanks for your assistance.

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    Re: Pivot Table Not Grouping by Month for Latest Month (groups > 7/20/2013)

    Please Login or Register  to view this content.
    I doubt that comment.

    How is your data inputted (manual)?

    If you have made an table of the data, the data automatic expands and will be in your pivot table the next time you refresh the pivot table.

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    Re: Pivot Table Not Grouping by Month for Latest Month (groups > 7/20/2013)

    It is being pulled via ODBC to a table. I already checked the query is pulling all the data - it is just missing from the grouping (not missing per say but all grouped into the >7/20/2013 category, and the dollar amounts are correct...just lumped together past that date).

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