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Using Dates Ranges to Alter Pivot Table Data Set

  1. #1
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    Using Dates Ranges to Alter Pivot Table Data Set

    A little new to the forum, so I appreciate your help and patience.

    I would like to use a pivot table to manipulate my data. However, I need to be able to select data within my data set by a range of dates (usually a week). Is there a way to use a pivot table but reduce the data set by a user enter range of dates?

    The date field is the first column in my data sheet.

    Thanks,
    Kurt
    Last edited by thabounceisback; 10-26-2009 at 06:05 PM.

  2. #2
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    Re: Using Dates Ranges to Alter Pivot Table Data Set

    There's more than one way

    Simplest:
    You can try grouping the dates by week (right click a date Group & Show detail -> group -> group by 7 days (start with a Monday)) This creates an extra field in your pivot with which people can select dates by week.

    Next simplest:
    Create an extra column in your source data with something like =and([ref: date on this row]>=[first date],[ref: date on this row]<=[laste date]) and put first date and last date cells somewhere. Then set that column as a page field in your pivot and select only to show TRUE. People will need to refresh the pivot after changing the dates for the change to take effect, although you could create a macro to autorefresh (which is quite easy but does bring other complications).

    HTH

  3. #3
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    Re: Using Dates Ranges to Alter Pivot Table Data Set

    Thank you. That worked. I used your second option.

    Just for the sake of doing things the best way possible, does anyone have an even simpler solution?

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