Pivot table grouping of data

I ahev a pivot table which contains due date of payment, actual date of
payment and the value of the payments. All the dates are in teh format
dd/mm/yyyy. I'm trying to get down to a basic month for each payment, so I
get a total received for January and a breakdown that shows how much of
Januray's receipts is applicable to January, february and so on. At teh
moment the pivot table is giving me a row for each date.
According to the help file, I should be able to group them together by
month, but when I select the data I want to group, I have the option to Group
but not to select by Month or anything else.
Anyone any ideas where I'm going wrong?

To the best of my knowledge, you'd have to have the format mmm/yy for the
dates to do what you want - but you can't just change the format in the cell,
you'd have to change them.
Lynn - Good luck

"RichardMGreen" wrote:

> I ahev a pivot table which contains due date of payment, actual date of
> payment and the value of the payments. All the dates are in teh format
> dd/mm/yyyy. I'm trying to get down to a basic month for each payment, so I
> get a total received for January and a breakdown that shows how much of
> Januray's receipts is applicable to January, february and so on. At teh
> moment the pivot table is giving me a row for each date.
> According to the help file, I should be able to group them together by
> month, but when I select the data I want to group, I have the option to Group
> but not to select by Month or anything else.
> Anyone any ideas where I'm going wrong?

If you right-click on the field button for a date field, you should get
an option to group the items. Perhaps the dates in the source data are
being seen as text, instead of real dates, and that's why you can't
group them.
There are a few suggestions here for fixing the problem:

http://www.contextures.com/xlPivot07.html#Problems


RichardMGreen wrote:
> I ahev a pivot table which contains due date of payment, actual date of
> payment and the value of the payments. All the dates are in teh format
> dd/mm/yyyy. I'm trying to get down to a basic month for each payment, so I
> get a total received for January and a breakdown that shows how much of
> Januray's receipts is applicable to January, february and so on. At teh
> moment the pivot table is giving me a row for each date.
> According to the help file, I should be able to group them together by
> month, but when I select the data I want to group, I have the option to Group
> but not to select by Month or anything else.
> Anyone any ideas where I'm going wrong?


--
Debra Dalgleish
Contextures
http://www.contextures.com/tiptech.html