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Round date to first of month

  1. #1
    Dominic
    Guest

    Round date to first of month

    Hey all,
    I'm trying to round date entries to the first of the month so that I can
    PivotTable on the date field.
    I've tried using the Month and Year functions in a formula in a helper
    column but the result isn't recognized as a date (even if I add a "1" in
    between the two).
    I can't seem to find the answer in a previous post.
    Does anyone have any ideas?
    Thanks in advance.

    A simple example follows:

    A B C
    Sacramento 8/4/04 $45
    Sacramento 8/9/04 $65
    San Francisco 9/1/04 $200
    Los Angeles 12/3/04 $60
    Los Angeles 12/10/04 $75

    I'm trying to get the PivotTable to sum on 8/04 or 8/1/04, 9/04, and 12/04.

    Thanks again.

  2. #2
    Trevor Shuttleworth
    Guest

    Re: Round date to first of month

    Dominic

    if the date is in cell B1, try:

    =DATE(YEAR(B1),MONTH(B1),1) in your helper column

    Regards

    Trevor


    "Dominic" <Dominic@discussions.microsoft.com> wrote in message
    news:B2E560EE-4776-4D1D-A0AF-D719D7BB0D58@microsoft.com...
    > Hey all,
    > I'm trying to round date entries to the first of the month so that I can
    > PivotTable on the date field.
    > I've tried using the Month and Year functions in a formula in a helper
    > column but the result isn't recognized as a date (even if I add a "1" in
    > between the two).
    > I can't seem to find the answer in a previous post.
    > Does anyone have any ideas?
    > Thanks in advance.
    >
    > A simple example follows:
    >
    > A B C
    > Sacramento 8/4/04 $45
    > Sacramento 8/9/04 $65
    > San Francisco 9/1/04 $200
    > Los Angeles 12/3/04 $60
    > Los Angeles 12/10/04 $75
    >
    > I'm trying to get the PivotTable to sum on 8/04 or 8/1/04, 9/04, and
    > 12/04.
    >
    > Thanks again.




  3. #3
    Bob Phillips
    Guest

    Re: Round date to first of month

    =DATE(YEAR(B2),MONTH(B2),1)

    should do it

    --

    HTH

    RP
    (remove nothere from the email address if mailing direct)


    "Dominic" <Dominic@discussions.microsoft.com> wrote in message
    news:B2E560EE-4776-4D1D-A0AF-D719D7BB0D58@microsoft.com...
    > Hey all,
    > I'm trying to round date entries to the first of the month so that I can
    > PivotTable on the date field.
    > I've tried using the Month and Year functions in a formula in a helper
    > column but the result isn't recognized as a date (even if I add a "1" in
    > between the two).
    > I can't seem to find the answer in a previous post.
    > Does anyone have any ideas?
    > Thanks in advance.
    >
    > A simple example follows:
    >
    > A B C
    > Sacramento 8/4/04 $45
    > Sacramento 8/9/04 $65
    > San Francisco 9/1/04 $200
    > Los Angeles 12/3/04 $60
    > Los Angeles 12/10/04 $75
    >
    > I'm trying to get the PivotTable to sum on 8/04 or 8/1/04, 9/04, and

    12/04.
    >
    > Thanks again.




  4. #4
    Dominic
    Guest

    Re: Round date to first of month

    Many thanks to you and Trevor. Works great.



    "Bob Phillips" wrote:

    > =DATE(YEAR(B2),MONTH(B2),1)
    >
    > should do it
    >
    > --
    >
    > HTH
    >
    > RP
    > (remove nothere from the email address if mailing direct)
    >
    >
    > "Dominic" <Dominic@discussions.microsoft.com> wrote in message
    > news:B2E560EE-4776-4D1D-A0AF-D719D7BB0D58@microsoft.com...
    > > Hey all,
    > > I'm trying to round date entries to the first of the month so that I can
    > > PivotTable on the date field.
    > > I've tried using the Month and Year functions in a formula in a helper
    > > column but the result isn't recognized as a date (even if I add a "1" in
    > > between the two).
    > > I can't seem to find the answer in a previous post.
    > > Does anyone have any ideas?
    > > Thanks in advance.
    > >
    > > A simple example follows:
    > >
    > > A B C
    > > Sacramento 8/4/04 $45
    > > Sacramento 8/9/04 $65
    > > San Francisco 9/1/04 $200
    > > Los Angeles 12/3/04 $60
    > > Los Angeles 12/10/04 $75
    > >
    > > I'm trying to get the PivotTable to sum on 8/04 or 8/1/04, 9/04, and

    > 12/04.
    > >
    > > Thanks again.

    >
    >
    >


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