Pivot Table : How to group by date if the column headers are month names?
I have a table of expenses for multiple businesses and for each business, the expense is distributed into various accounts. The expenses are reported on a monthly basis; thus the table is provided where the names of the months are the columns' header titles (see Table 1). When using this table to create a Pivot Table, I can't group by date.
Table 1:
I've tried to transpose the Table, but that created two Rows- Column Headers and, thus, can't use it to create a Pivot Table. I have also tried to format the Columns's headers (Months' names) as in DATE Format but that didn't help.
My objective is to have a Pivot Table that looks like the one shown below.
Expected Pivot Table:
Any ideas how to overcome this issue?
microsoft-excel pivot-table date
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add a comment |
I have a table of expenses for multiple businesses and for each business, the expense is distributed into various accounts. The expenses are reported on a monthly basis; thus the table is provided where the names of the months are the columns' header titles (see Table 1). When using this table to create a Pivot Table, I can't group by date.
Table 1:
I've tried to transpose the Table, but that created two Rows- Column Headers and, thus, can't use it to create a Pivot Table. I have also tried to format the Columns's headers (Months' names) as in DATE Format but that didn't help.
My objective is to have a Pivot Table that looks like the one shown below.
Expected Pivot Table:
Any ideas how to overcome this issue?
microsoft-excel pivot-table date
New contributor
add a comment |
I have a table of expenses for multiple businesses and for each business, the expense is distributed into various accounts. The expenses are reported on a monthly basis; thus the table is provided where the names of the months are the columns' header titles (see Table 1). When using this table to create a Pivot Table, I can't group by date.
Table 1:
I've tried to transpose the Table, but that created two Rows- Column Headers and, thus, can't use it to create a Pivot Table. I have also tried to format the Columns's headers (Months' names) as in DATE Format but that didn't help.
My objective is to have a Pivot Table that looks like the one shown below.
Expected Pivot Table:
Any ideas how to overcome this issue?
microsoft-excel pivot-table date
New contributor
I have a table of expenses for multiple businesses and for each business, the expense is distributed into various accounts. The expenses are reported on a monthly basis; thus the table is provided where the names of the months are the columns' header titles (see Table 1). When using this table to create a Pivot Table, I can't group by date.
Table 1:
I've tried to transpose the Table, but that created two Rows- Column Headers and, thus, can't use it to create a Pivot Table. I have also tried to format the Columns's headers (Months' names) as in DATE Format but that didn't help.
My objective is to have a Pivot Table that looks like the one shown below.
Expected Pivot Table:
Any ideas how to overcome this issue?
microsoft-excel pivot-table date
microsoft-excel pivot-table date
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New contributor
edited Jan 1 at 9:47
fixer1234
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17.9k144681
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asked Jan 1 at 9:34
Nizar
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Your data is already pivoted and needs to be in a 1d list to pivot it in the way you want. I used to do this on large Cross tab data tables using VBA but this can now be achieved using Power Query:
- Select your table range.
- Click
Data
on the ribbon. - Click
From Table/Range
underGet and Transform Data
- your table
will be loaded into the Power Query Editor. - Select your columns January through to December and right click the
column header - clickUnpivot columns
You should now have two
columns called 'Attribute' and 'Value' Right click 'Attribute' and
rename it 'Month'. - You now have a better named table for pivoting.
- In excel insert a new PivotTable and under
Create PivotTable
Check
Use an external data source
and clickChoose connection
Select your Power Query table and you're good to go using the inserted Pivot Table.
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1 Answer
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Your data is already pivoted and needs to be in a 1d list to pivot it in the way you want. I used to do this on large Cross tab data tables using VBA but this can now be achieved using Power Query:
- Select your table range.
- Click
Data
on the ribbon. - Click
From Table/Range
underGet and Transform Data
- your table
will be loaded into the Power Query Editor. - Select your columns January through to December and right click the
column header - clickUnpivot columns
You should now have two
columns called 'Attribute' and 'Value' Right click 'Attribute' and
rename it 'Month'. - You now have a better named table for pivoting.
- In excel insert a new PivotTable and under
Create PivotTable
Check
Use an external data source
and clickChoose connection
Select your Power Query table and you're good to go using the inserted Pivot Table.
New contributor
add a comment |
Your data is already pivoted and needs to be in a 1d list to pivot it in the way you want. I used to do this on large Cross tab data tables using VBA but this can now be achieved using Power Query:
- Select your table range.
- Click
Data
on the ribbon. - Click
From Table/Range
underGet and Transform Data
- your table
will be loaded into the Power Query Editor. - Select your columns January through to December and right click the
column header - clickUnpivot columns
You should now have two
columns called 'Attribute' and 'Value' Right click 'Attribute' and
rename it 'Month'. - You now have a better named table for pivoting.
- In excel insert a new PivotTable and under
Create PivotTable
Check
Use an external data source
and clickChoose connection
Select your Power Query table and you're good to go using the inserted Pivot Table.
New contributor
add a comment |
Your data is already pivoted and needs to be in a 1d list to pivot it in the way you want. I used to do this on large Cross tab data tables using VBA but this can now be achieved using Power Query:
- Select your table range.
- Click
Data
on the ribbon. - Click
From Table/Range
underGet and Transform Data
- your table
will be loaded into the Power Query Editor. - Select your columns January through to December and right click the
column header - clickUnpivot columns
You should now have two
columns called 'Attribute' and 'Value' Right click 'Attribute' and
rename it 'Month'. - You now have a better named table for pivoting.
- In excel insert a new PivotTable and under
Create PivotTable
Check
Use an external data source
and clickChoose connection
Select your Power Query table and you're good to go using the inserted Pivot Table.
New contributor
Your data is already pivoted and needs to be in a 1d list to pivot it in the way you want. I used to do this on large Cross tab data tables using VBA but this can now be achieved using Power Query:
- Select your table range.
- Click
Data
on the ribbon. - Click
From Table/Range
underGet and Transform Data
- your table
will be loaded into the Power Query Editor. - Select your columns January through to December and right click the
column header - clickUnpivot columns
You should now have two
columns called 'Attribute' and 'Value' Right click 'Attribute' and
rename it 'Month'. - You now have a better named table for pivoting.
- In excel insert a new PivotTable and under
Create PivotTable
Check
Use an external data source
and clickChoose connection
Select your Power Query table and you're good to go using the inserted Pivot Table.
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answered 2 days ago
JB One
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Nizar is a new contributor. Be nice, and check out our Code of Conduct.
Nizar is a new contributor. Be nice, and check out our Code of Conduct.
Nizar is a new contributor. Be nice, and check out our Code of Conduct.
Nizar is a new contributor. Be nice, and check out our Code of Conduct.
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