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Pivot Table - working with dates

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  1. #1
    Registered User
    Join Date
    05-30-2011
    Location
    London, England
    MS-Off Ver
    Excel 2007
    Posts
    9

    Pivot Table - working with dates

    I constructed a pivot table to consolodate and show sales by date. The data has the detailed date, ex. 15/01/11. In the pivot table I just want the month and year to show, so Jan 11. Is there a way to adjust the pivot for this?

    Thanks for any help in advance!

  2. #2
    Valued Forum Contributor
    Join Date
    07-17-2005
    Location
    Abergavenny, Wales, UK
    MS-Off Ver
    XL2003, XL2007, XL2010, XL2013, XL2016
    Posts
    608

    Re: Pivot Table - working with dates

    Hi

    I would create 3 Tables.
    On Sheet Labour, select cells A1:H4>Insert tab>Table>my table has headers
    ON the Design tab that appears give the table the name Labour.

    Repeat the procedure for Direct and Equip
    (I have already done this in the attached workbook)

    Then use Sumproduct to give the values on Cashflow
    in C5
     =SUMPRODUCT((Labour[DATE]>=CashFlow!C$1)*(Labour[DATE]<CashFlow!D$1)*(Labour[TOTAL WAGE]+Labour[SUB]))
    
    in C6
    =SUMPRODUCT((Direct[DATE]>=CashFlow!C$1)*(Direct[DATE]<CashFlow!D$1)*(Direct[VALUE]))
    
    in C7
    =SUMPRODUCT((Equip[Date]>=CashFlow!C$1)*(Equip[Date]<CashFlow!D$1)*(Equip[VALUE]))
    One of the many advantages of Tables is that they are fully dynamic and will adjust automatically as you add more data.

    Do NOT attempt to copy the formulae across the page by dragging the autofill cross "+"
    If you do, the table references will adjust as you copy across.

    Instead, copy C5:C7 then select D5:AV% and Paste
    The table column references will remain fixed, but the Date references in row 1 will adjust.
    Attached Files Attached Files
    --
    Regards
    Roger Govier
    Microsoft Excel MVP

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