PivotTable Group by Week and Month

I have created a Pivot Table the is groups my date by Days = 7. I then
wanted to add a Month grouping that would keep the days in the correct month
even if the week is split. I have done this in the past with no problem but
after upgrading to Office 2003 the pivot table is reverting the Day grouping
to 1. Any ideas how to correct this?

Hi Monica

Also on XL2003.
It does still group by 7 day periods, even when you add Months (and
Quarters), but I agree that the selection box for number of days which
becomes greyed out, does revert back to 1, even though my report still
does do the grouping in weekly intervals.

--
Regards

Roger Govier


"Monica Hall" <[email protected]> wrote in message
news:[email protected]...
>I have created a Pivot Table the is groups my date by Days = 7. I
>then
> wanted to add a Month grouping that would keep the days in the correct
> month
> even if the week is split. I have done this in the past with no
> problem but
> after upgrading to Office 2003 the pivot table is reverting the Day
> grouping
> to 1. Any ideas how to correct this?

I'm starting to think I have a bug in my software because my grouping does
revert to 1 day even when I enter 7 then select the Month. I've tried
grouping by days only first and it groups just fine. I then go back to the
grouping and select month the day box shows 7 but when I hit okay the table
changes to Month and 1 day group. Frustating!

Monica


"Roger Govier" wrote:

> Hi Monica
>
> Also on XL2003.
> It does still group by 7 day periods, even when you add Months (and
> Quarters), but I agree that the selection box for number of days which
> becomes greyed out, does revert back to 1, even though my report still
> does do the grouping in weekly intervals.
>
> --
> Regards
>
> Roger Govier
>
>
> "Monica Hall" <[email protected]> wrote in message
> news:[email protected]...
> >I have created a Pivot Table the is groups my date by Days = 7. I
> >then
> > wanted to add a Month grouping that would keep the days in the correct
> > month
> > even if the week is split. I have done this in the past with no
> > problem but
> > after upgrading to Office 2003 the pivot table is reverting the Day
> > grouping
> > to 1. Any ideas how to correct this?
>
>
>

Hi Monica

My apologies, for I fear I may have misled you. You do not have a bug in
your software.
On looking back at my test data, the individual dates did happen to all
be the same day of the week, therefore I was "fooled" into thinking the
PT was still grouping on a 7 day frequency inside of Month frequency.
It does lose the 7 day grouping, once Month or Quarter is applied, and
does go back to individual days as you describe.

I just tried it on my wife's computer, XL2002 SP3, and that behaves the
same.
I don't have access to a machine with XL2000 and XL97 just at the
moment, so I can't go back to explore the behaviour in those versions.
I have tried changing the starting date to every different weekday to
see if that makes any difference, but it doesn't, so I'm afraid I have
no workaround for you.

There may be a VB solution, but I can't think of one.

--
Regards

Roger Govier


"Monica Hall" <[email protected]> wrote in message
news:[email protected]...
> I'm starting to think I have a bug in my software because my grouping
> does
> revert to 1 day even when I enter 7 then select the Month. I've
> tried
> grouping by days only first and it groups just fine. I then go back
> to the
> grouping and select month the day box shows 7 but when I hit okay the
> table
> changes to Month and 1 day group. Frustating!
>
> Monica
>
>
> "Roger Govier" wrote:
>
>> Hi Monica
>>
>> Also on XL2003.
>> It does still group by 7 day periods, even when you add Months (and
>> Quarters), but I agree that the selection box for number of days
>> which
>> becomes greyed out, does revert back to 1, even though my report
>> still
>> does do the grouping in weekly intervals.
>>
>> --
>> Regards
>>
>> Roger Govier
>>
>>
>> "Monica Hall" <[email protected]> wrote in message
>> news:[email protected]...
>> >I have created a Pivot Table the is groups my date by Days = 7. I
>> >then
>> > wanted to add a Month grouping that would keep the days in the
>> > correct
>> > month
>> > even if the week is split. I have done this in the past with no
>> > problem but
>> > after upgrading to Office 2003 the pivot table is reverting the Day
>> > grouping
>> > to 1. Any ideas how to correct this?
>>
>>
>>

I tried a couple of things using VB code. But was unable to get the days to
stick. I don't have a lot of time to spend on this issue but it is driving
me crazy. Microsoft help says that you should be able to group multiple days
and month.

Thank you,
Monica

"Roger Govier" wrote:

> Hi Monica
>
> My apologies, for I fear I may have misled you. You do not have a bug in
> your software.
> On looking back at my test data, the individual dates did happen to all
> be the same day of the week, therefore I was "fooled" into thinking the
> PT was still grouping on a 7 day frequency inside of Month frequency.
> It does lose the 7 day grouping, once Month or Quarter is applied, and
> does go back to individual days as you describe.
>
> I just tried it on my wife's computer, XL2002 SP3, and that behaves the
> same.
> I don't have access to a machine with XL2000 and XL97 just at the
> moment, so I can't go back to explore the behaviour in those versions.
> I have tried changing the starting date to every different weekday to
> see if that makes any difference, but it doesn't, so I'm afraid I have
> no workaround for you.
>
> There may be a VB solution, but I can't think of one.
>
> --
> Regards
>
> Roger Govier
>
>
> "Monica Hall" <[email protected]> wrote in message
> news:[email protected]...
> > I'm starting to think I have a bug in my software because my grouping
> > does
> > revert to 1 day even when I enter 7 then select the Month. I've
> > tried
> > grouping by days only first and it groups just fine. I then go back
> > to the
> > grouping and select month the day box shows 7 but when I hit okay the
> > table
> > changes to Month and 1 day group. Frustating!
> >
> > Monica
> >
> >
> > "Roger Govier" wrote:
> >
> >> Hi Monica
> >>
> >> Also on XL2003.
> >> It does still group by 7 day periods, even when you add Months (and
> >> Quarters), but I agree that the selection box for number of days
> >> which
> >> becomes greyed out, does revert back to 1, even though my report
> >> still
> >> does do the grouping in weekly intervals.
> >>
> >> --
> >> Regards
> >>
> >> Roger Govier
> >>
> >>
> >> "Monica Hall" <[email protected]> wrote in message
> >> news:[email protected]...
> >> >I have created a Pivot Table the is groups my date by Days = 7. I
> >> >then
> >> > wanted to add a Month grouping that would keep the days in the
> >> > correct
> >> > month
> >> > even if the week is split. I have done this in the past with no
> >> > problem but
> >> > after upgrading to Office 2003 the pivot table is reverting the Day
> >> > grouping
> >> > to 1. Any ideas how to correct this?
> >>
> >>
> >>
>
>
>

Hi Monica

I have tried again and also failed.
The only workaround that I can think of at the moment is perhaps to have
another column in your source table, and use the Weeknum() feature from
the Analysis Toolpack.
=Weeknum(your_date)
Then allocate this field to the PT as well, and you would see data
grouped by Weeknum inside Month.

If Debra Dalgleish spots this post, she may well be able to come up with
a "correct" solution for you.

--
Regards

Roger Govier


"Monica Hall" <[email protected]> wrote in message
news:[email protected]...
>I tried a couple of things using VB code. But was unable to get the
>days to
> stick. I don't have a lot of time to spend on this issue but it is
> driving
> me crazy. Microsoft help says that you should be able to group
> multiple days
> and month.
>
> Thank you,
> Monica
>
> "Roger Govier" wrote:
>
>> Hi Monica
>>
>> My apologies, for I fear I may have misled you. You do not have a bug
>> in
>> your software.
>> On looking back at my test data, the individual dates did happen to
>> all
>> be the same day of the week, therefore I was "fooled" into thinking
>> the
>> PT was still grouping on a 7 day frequency inside of Month frequency.
>> It does lose the 7 day grouping, once Month or Quarter is applied,
>> and
>> does go back to individual days as you describe.
>>
>> I just tried it on my wife's computer, XL2002 SP3, and that behaves
>> the
>> same.
>> I don't have access to a machine with XL2000 and XL97 just at the
>> moment, so I can't go back to explore the behaviour in those
>> versions.
>> I have tried changing the starting date to every different weekday to
>> see if that makes any difference, but it doesn't, so I'm afraid I
>> have
>> no workaround for you.
>>
>> There may be a VB solution, but I can't think of one.
>>
>> --
>> Regards
>>
>> Roger Govier
>>
>>
>> "Monica Hall" <[email protected]> wrote in message
>> news:[email protected]...
>> > I'm starting to think I have a bug in my software because my
>> > grouping
>> > does
>> > revert to 1 day even when I enter 7 then select the Month. I've
>> > tried
>> > grouping by days only first and it groups just fine. I then go
>> > back
>> > to the
>> > grouping and select month the day box shows 7 but when I hit okay
>> > the
>> > table
>> > changes to Month and 1 day group. Frustating!
>> >
>> > Monica
>> >
>> >
>> > "Roger Govier" wrote:
>> >
>> >> Hi Monica
>> >>
>> >> Also on XL2003.
>> >> It does still group by 7 day periods, even when you add Months
>> >> (and
>> >> Quarters), but I agree that the selection box for number of days
>> >> which
>> >> becomes greyed out, does revert back to 1, even though my report
>> >> still
>> >> does do the grouping in weekly intervals.
>> >>
>> >> --
>> >> Regards
>> >>
>> >> Roger Govier
>> >>
>> >>
>> >> "Monica Hall" <[email protected]> wrote in
>> >> message
>> >> news:[email protected]...
>> >> >I have created a Pivot Table the is groups my date by Days = 7.
>> >> >I
>> >> >then
>> >> > wanted to add a Month grouping that would keep the days in the
>> >> > correct
>> >> > month
>> >> > even if the week is split. I have done this in the past with
>> >> > no
>> >> > problem but
>> >> > after upgrading to Office 2003 the pivot table is reverting the
>> >> > Day
>> >> > grouping
>> >> > to 1. Any ideas how to correct this?
>> >>
>> >>
>> >>
>>
>>
>>