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Filtering by date for pivot report

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  1. #1
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    Filtering by date for pivot report

    Column B has values like these:
    12/3/2015 1:01:36 AM
    1/1/2016 10:03:15 AM

    I want to create a new column (C) that only displays:
    12/2015
    1/2016

    I need to pivot from this data using data from only 2016. I have tried just copying the value (=B2) and then changing the format of the cell to a date (ex. Dec-16) However, when I attempt to filter the data in my pivot, it says there are still to many values so I am unable to select only those 2016 dates.

    There are over 600K columns in my Excel data.

    How can I resolve so that data only is from 2016 within my pivot report?

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    Re: Filtering by date for pivot report

    Any ideas on how to resolve this?

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    Re: Filtering by date for pivot report

    There's an alternative: you can create a few extra columns in your source records table to deal with that. You just have to fill them with a simple formula based on your date cells. That would be Year:

    =YEAR(Date)
    and Month,to your liking:

    =MONTH(Date) ' shows 1 (January)
    =TEXT(MONTH(Date), "mmm") ' shows "Jan"
    =TEXT(MONTH(Date), "mmmm") ' shows "January"
    You can then use those 2 fields in the "Report Filter" area of your PivotTable as a handy and quick access for filtering your dates.

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    Re: Filtering by date for pivot report

    Try

    =TEXT(B2,"mm/yyyy")

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    Re: Filtering by date for pivot report

    Thank you,

    If my data is in B2, how do I reference that value with the below values?

    =YEAR(Date)
    and Month,to your liking:

    =MONTH(Date) ' shows 1 (January)
    =TEXT(MONTH(Date), "mmm") ' shows "Jan"
    =TEXT(MONTH(Date), "mmmm") ' shows "January"
    You can then use those 2 fields in the "Report Filter" area of your PivotTable as a handy and quick access for filtering your dates.

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    Re: Filtering by date for pivot report

    Any thoughts on my above question? Thank you

  7. #7
    Forum Expert José Augusto's Avatar
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    Re: Filtering by date for pivot report

    Hi

    Add a new column and use the formula =TEXT(B2,"mm/yyyy") to convert your dates in text in the format you need.
    After that use that column into pivot table.

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