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
edited Jan 1 at 9:47
fixer1234
18.6k144882
asked Jan 1 at 9:34
NizarNizar
31
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
edited Jan 1 at 9:47
fixer1234
18.6k144882
asked Jan 1 at 9:34
NizarNizar
31
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
edited Jan 1 at 9:47
fixer1234
18.6k144882
asked Jan 1 at 9:34
NizarNizar
31
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
edited Jan 1 at 9:47
fixer1234
18.6k144882
asked Jan 1 at 9:34
NizarNizar
31
edited Jan 1 at 9:47
fixer1234
18.6k144882
asked Jan 1 at 9:34
NizarNizar
31
edited Jan 1 at 9:47
fixer1234
18.6k144882
edited Jan 1 at 9:47
fixer1234
18.6k144882
edited Jan 1 at 9:47
fixer1234
18.6k144882
18.6k144882
asked Jan 1 at 9:34
NizarNizar
31
asked Jan 1 at 9:34
NizarNizar
31
asked Jan 1 at 9:34
NizarNizar
31
31
add a comment |
add a comment |
1 Answer
1
active
oldest
votes
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
Dataon the ribbon. - Click
From Table/RangeunderGet 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 columnsYou 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 PivotTableCheck
Use an external data sourceand clickChoose connection
Select your Power Query table and you're good to go using the inserted Pivot Table.
answered Jan 4 at 19:23
JB OneJB One
414
JB, Thank you very much! It worked beautifully.
– Nizar
Jan 8 at 7:21
add a comment |
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1 Answer
1
active
oldest
votes
1 Answer
1
active
oldest
votes
active
oldest
votes
active
oldest
votes
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
Dataon the ribbon. - Click
From Table/RangeunderGet 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 columnsYou 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 PivotTableCheck
Use an external data sourceand clickChoose connection
Select your Power Query table and you're good to go using the inserted Pivot Table.
answered Jan 4 at 19:23
JB OneJB One
414
JB, Thank you very much! It worked beautifully.
– Nizar
Jan 8 at 7:21
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
Dataon the ribbon. - Click
From Table/RangeunderGet 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 columnsYou 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 PivotTableCheck
Use an external data sourceand clickChoose connection
Select your Power Query table and you're good to go using the inserted Pivot Table.
answered Jan 4 at 19:23
JB OneJB One
414
JB, Thank you very much! It worked beautifully.
– Nizar
Jan 8 at 7:21
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
Dataon the ribbon. - Click
From Table/RangeunderGet 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 columnsYou 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 PivotTableCheck
Use an external data sourceand clickChoose connection
Select your Power Query table and you're good to go using the inserted Pivot Table.
answered Jan 4 at 19:23
JB OneJB One
414
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
Dataon the ribbon. - Click
From Table/RangeunderGet 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 columnsYou 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 PivotTableCheck
Use an external data sourceand clickChoose connection
Select your Power Query table and you're good to go using the inserted Pivot Table.
answered Jan 4 at 19:23
JB OneJB One
414
answered Jan 4 at 19:23
JB OneJB One
414
answered Jan 4 at 19:23
JB OneJB One
414
answered Jan 4 at 19:23
JB OneJB One
414
414
JB, Thank you very much! It worked beautifully.
– Nizar
Jan 8 at 7:21
add a comment |
JB, Thank you very much! It worked beautifully.
– Nizar
Jan 8 at 7:21
JB, Thank you very much! It worked beautifully.
– Nizar
Jan 8 at 7:21
JB, Thank you very much! It worked beautifully.
– Nizar
Jan 8 at 7:21
add a comment |
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