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Solved: Extracting or Focusing on the Month part of a Date for a Pivot Table? Excel

Discussion in 'Business Applications' started by BratDawg, Jun 25, 2014.

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  1. BratDawg

    BratDawg Thread Starter

    Joined:
    Sep 23, 2004
    Messages:
    667
    First Name:
    Carla
    I exported a list of invoices to excel from my accounting program. One of the fields, of course, is a date field mm/dd/yyyy.

    I am trying to figure out how I can sort, pivot, something with the goal of totaling by month.

    I've tried formatting the column to mm-yyyy and text-to-columns to isolate the month and it's just not working right.

    Suggestions?

    Thanks
     
  2. XCubed

    XCubed

    Joined:
    Feb 21, 2013
    Messages:
    520
    Hi


    I usually add a column in the data table with this formula


    =text(F2,"MM-YYYY")
    (where Column F has the dates)


    I include the year in case my data spans two or more years and I use Month numbers for ease of sorting but you can use MMM if you want abbreviations.
     
  3. etaf

    etaf Moderator

    Joined:
    Oct 2, 2003
    Messages:
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    First Name:
    Wayne
    i use group
    and then select months and years
    which gives the months totals 0- and i have set to subtotal by year

    heres an example
    i did for anther forum
    see if it helps
     

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  4. BratDawg

    BratDawg Thread Starter

    Joined:
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    Messages:
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    First Name:
    Carla
    I....LOVE....YOU!!!! Thanks! :D

    The first one with the Text formula worked and will be easy to remember!

    I am not as familiar with groups - I've never used that and I'll have to research it. I know subtotals and pivot tables tho.

    Thanks to both of you for helping!
     
  5. etaf

    etaf Moderator

    Joined:
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    Messages:
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    Wayne
    glad you have a solution

    (y) thanks for letting us know
    You can mark your own threads solved using the [​IMG] button at the top of the page of the thread in the upper left corner. :)
     
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