Sales tracking report

Hello all.
I've had great luck finding advice here, so I thought I'd try another puzzle.

I'd like a way to track sales by quarter, as well as month and year.
Currently, I used Excel group report feature that allows you to pivot out my
month and year, but it doesn't have an option for quarters. If I group the
quarters together on my main data worksheet, that negates the PT's
functionality, as it doesn't want to see any groups.
I'd thought of creating another column in the data worksheet that says Q1,
Q2, etc, but there's got to be an easier way.
I'm using XP Pro, Excel 2002. My date field is a numeric one, using the
format of xx/xx/xxxx.
Another thought was to break up the date entry into three separate field for
MO/DAY/YR, but that seems unecessary also.

Thanks,
Peter

Hi Peter

On the Pivot Table, right click on your Data field, and Choose Grouping,
then select Group by and choose Year, Quarter and Month.
They are not mutually exclusive and you will then get what you want.

--
Regards

Roger Govier



PSikes <[email protected]> wrote:
> Hello all.
> I've had great luck finding advice here, so I thought I'd try another
> puzzle.
>
> I'd like a way to track sales by quarter, as well as month and year.
> Currently, I used Excel group report feature that allows you to pivot
> out my month and year, but it doesn't have an option for quarters.
> If I group the quarters together on my main data worksheet, that
> negates the PT's functionality, as it doesn't want to see any groups.
> I'd thought of creating another column in the data worksheet that
> says Q1, Q2, etc, but there's got to be an easier way.
> I'm using XP Pro, Excel 2002. My date field is a numeric one, using
> the format of xx/xx/xxxx.
> Another thought was to break up the date entry into three separate
> field for MO/DAY/YR, but that seems unecessary also.
>
> Thanks,
> Peter

I have xl2003 here and it allows grouping by quarters within a pivot table.
Are you sure that 2002 doesn't also have the option to group buy quarters?

"PSikes" wrote:

> Hello all.
> I've had great luck finding advice here, so I thought I'd try another puzzle.
>
> I'd like a way to track sales by quarter, as well as month and year.
> Currently, I used Excel group report feature that allows you to pivot out my
> month and year, but it doesn't have an option for quarters. If I group the
> quarters together on my main data worksheet, that negates the PT's
> functionality, as it doesn't want to see any groups.
> I'd thought of creating another column in the data worksheet that says Q1,
> Q2, etc, but there's got to be an easier way.
> I'm using XP Pro, Excel 2002. My date field is a numeric one, using the
> format of xx/xx/xxxx.
> Another thought was to break up the date entry into three separate field for
> MO/DAY/YR, but that seems unecessary also.
>
> Thanks,
> Peter
>

Oops! My bad. Thanks Roger. Don't know how I missed that!

Peter

"Roger Govier" wrote:

> Hi Peter
>
> On the Pivot Table, right click on your Data field, and Choose Grouping,
> then select Group by and choose Year, Quarter and Month.
> They are not mutually exclusive and you will then get what you want.
>
> --
> Regards
>
> Roger Govier
>
>
>
> PSikes <[email protected]> wrote:
> > Hello all.
> > I've had great luck finding advice here, so I thought I'd try another
> > puzzle.
> >
> > I'd like a way to track sales by quarter, as well as month and year.
> > Currently, I used Excel group report feature that allows you to pivot
> > out my month and year, but it doesn't have an option for quarters.
> > If I group the quarters together on my main data worksheet, that
> > negates the PT's functionality, as it doesn't want to see any groups.
> > I'd thought of creating another column in the data worksheet that
> > says Q1, Q2, etc, but there's got to be an easier way.
> > I'm using XP Pro, Excel 2002. My date field is a numeric one, using
> > the format of xx/xx/xxxx.
> > Another thought was to break up the date entry into three separate
> > field for MO/DAY/YR, but that seems unecessary also.
> >
> > Thanks,
> > Peter
>
>
>

Yep, Roger pointed that out too. I goofed. Thanks for pointing it out!
Best,
Peter

"Duke Carey" wrote:

> I have xl2003 here and it allows grouping by quarters within a pivot table.
> Are you sure that 2002 doesn't also have the option to group buy quarters?
>
> "PSikes" wrote:
>
> > Hello all.
> > I've had great luck finding advice here, so I thought I'd try another puzzle.
> >
> > I'd like a way to track sales by quarter, as well as month and year.
> > Currently, I used Excel group report feature that allows you to pivot out my
> > month and year, but it doesn't have an option for quarters. If I group the
> > quarters together on my main data worksheet, that negates the PT's
> > functionality, as it doesn't want to see any groups.
> > I'd thought of creating another column in the data worksheet that says Q1,
> > Q2, etc, but there's got to be an easier way.
> > I'm using XP Pro, Excel 2002. My date field is a numeric one, using the
> > format of xx/xx/xxxx.
> > Another thought was to break up the date entry into three separate field for
> > MO/DAY/YR, but that seems unecessary also.
> >
> > Thanks,
> > Peter
> >