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Pivot Table and Dates (Excel 2013)

Discussion in 'Business Applications' started by BratDawg, May 24, 2018.

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  1. BratDawg

    BratDawg Thread Starter

    Joined:
    Sep 23, 2004
    Messages:
    677
    First Name:
    Carla
    Hi. I exported a list of invoices for the year. I was hoping to do a pivot so I could see how much I spend each month on a vendor - we get invoices every week.

    I created a column and copied the invoice date and formatted it MMM - it shows Mar, Apr, etc.

    I then did my pivot table and used that column as a chosen field. It is not rolling up the totals, though. It's showing them as if it was seeing the actual date behind, as if I never tried to format it by MMM.

    What am I doing wrong?

    Thanks
     
  2. Keebellah

    Keebellah Trusted Advisor

    Joined:
    Mar 27, 2008
    Messages:
    6,608
    First Name:
    Hans
    Hi Carla,
    You have to keep in mind that a cell format does not change the way the data is in the cell, it's solely a visual modification.
    Even if your data is formatted to MMM the cel contents will remain the same but will show up as Jun or whatever month the date is.
    A Pivot table refreshes and the formats change at the same time.
    I don't know it it works but if you have the filed selector in view you can select the individual fields when you're building the Pivot table and you can also set the desired format for each data type

    Hope this helps, no guarantee that this is the solution though
     
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