Pivot Table : How to group by date if the column headers are month names?












0















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:
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:
Expected Pivot Table



Any ideas how to overcome this issue?






microsoft-excel pivot-table date







share|improve this question





























    0















    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:
    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:
    Expected Pivot Table



    Any ideas how to overcome this issue?






    microsoft-excel pivot-table date







    share|improve this question



























      0












      0








      0








      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:
      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:
      Expected Pivot Table



      Any ideas how to overcome this issue?






      microsoft-excel pivot-table date







      share|improve this question
















      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:
      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:
      Expected Pivot Table



      Any ideas how to overcome this issue?






      microsoft-excel pivot-table date




      microsoft-excel pivot-table date






      share|improve this question















      share|improve this question













      share|improve this question




      share|improve this question








      edited Jan 1 at 9:47









      fixer1234

      18.6k144882




      18.6k144882










      asked Jan 1 at 9:34









      NizarNizar

      31




      31






















          1 Answer
          1






          active

          oldest

          votes


















          0














          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:




          1. Select your table range.

          2. Click Data on the ribbon.

          3. Click From Table/Range under Get and Transform Data - your table
            will be loaded into the Power Query Editor.

          4. Select your columns January through to December and right click the
            column header - click Unpivot columns You should now have two
            columns called 'Attribute' and 'Value' Right click 'Attribute' and
            rename it 'Month'.

          5. You now have a better named table for pivoting.

          6. In excel insert a new PivotTable and under Create PivotTable Check
            Use an external data source and click Choose connection


          Select your Power Query table and you're good to go using the inserted Pivot Table.






          share|improve this answer
























          • JB, Thank you very much! It worked beautifully.

            – Nizar
            Jan 8 at 7:21











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          1 Answer
          1






          active

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          active

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          0














          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:




          1. Select your table range.

          2. Click Data on the ribbon.

          3. Click From Table/Range under Get and Transform Data - your table
            will be loaded into the Power Query Editor.

          4. Select your columns January through to December and right click the
            column header - click Unpivot columns You should now have two
            columns called 'Attribute' and 'Value' Right click 'Attribute' and
            rename it 'Month'.

          5. You now have a better named table for pivoting.

          6. In excel insert a new PivotTable and under Create PivotTable Check
            Use an external data source and click Choose connection


          Select your Power Query table and you're good to go using the inserted Pivot Table.






          share|improve this answer
























          • JB, Thank you very much! It worked beautifully.

            – Nizar
            Jan 8 at 7:21
















          0














          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:




          1. Select your table range.

          2. Click Data on the ribbon.

          3. Click From Table/Range under Get and Transform Data - your table
            will be loaded into the Power Query Editor.

          4. Select your columns January through to December and right click the
            column header - click Unpivot columns You should now have two
            columns called 'Attribute' and 'Value' Right click 'Attribute' and
            rename it 'Month'.

          5. You now have a better named table for pivoting.

          6. In excel insert a new PivotTable and under Create PivotTable Check
            Use an external data source and click Choose connection


          Select your Power Query table and you're good to go using the inserted Pivot Table.






          share|improve this answer
























          • JB, Thank you very much! It worked beautifully.

            – Nizar
            Jan 8 at 7:21














          0












          0








          0







          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:




          1. Select your table range.

          2. Click Data on the ribbon.

          3. Click From Table/Range under Get and Transform Data - your table
            will be loaded into the Power Query Editor.

          4. Select your columns January through to December and right click the
            column header - click Unpivot columns You should now have two
            columns called 'Attribute' and 'Value' Right click 'Attribute' and
            rename it 'Month'.

          5. You now have a better named table for pivoting.

          6. In excel insert a new PivotTable and under Create PivotTable Check
            Use an external data source and click Choose connection


          Select your Power Query table and you're good to go using the inserted Pivot Table.






          share|improve this answer













          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:




          1. Select your table range.

          2. Click Data on the ribbon.

          3. Click From Table/Range under Get and Transform Data - your table
            will be loaded into the Power Query Editor.

          4. Select your columns January through to December and right click the
            column header - click Unpivot columns You should now have two
            columns called 'Attribute' and 'Value' Right click 'Attribute' and
            rename it 'Month'.

          5. You now have a better named table for pivoting.

          6. In excel insert a new PivotTable and under Create PivotTable Check
            Use an external data source and click Choose connection


          Select your Power Query table and you're good to go using the inserted Pivot Table.







          share|improve this answer












          share|improve this answer



          share|improve this answer










          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



















          • 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


















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