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Pivot Tables and dates

  1. #1
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    Pivot Tables and dates

    Hello Excel gurus. I have a Pivot Table question. From time to time I export data from our in-house accounting software to Excel (we're still on the 2000 version... sad I know). Typically the data is a bunch of transactions occurring on different dates, with each line item representing a different transaction and having an amount and a currency type.

    What I usually need to do with this data is summarize it by month, so what I have been doing is making a new column in the data and using MONTH() on the date column to pull the month for each transaction. Then when I set up the layout for the PT, I have "Sum of Amount" in the DATA section and my new Month column in the ROW section. What I end up with is something like this:

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    ...which is just what I need.

    My question is, is there a shortcut in the PT setup that would allow me to skip creating my month column? Is there a way to use the date column from my original data and just tell the PT to sum the amounts for each month?

    Thanks,
    Jeff
    Last edited by JeffCPA; 08-22-2010 at 01:53 AM.

  2. #2
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    Re: Pivot Tables and dates

    Any suggestions?

  3. #3
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    germany
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    Re: Pivot Tables and dates

    You don't have to add a special column
    Make your PT up with the dates as row field. Right click the date field Select Group and show detail - group and group as needed ( months years etc..) Then hide the dates with the same menu

    try this link for more info

  4. #4
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    Re: Pivot Tables and dates

    Thanks Arthur!

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