RE: Group Fields Question

Hello Chris,

Hope you enjoyed your Microsoft Excel Advanced course with Best STL.

Thank you for your question regarding Grouping fields in a Pivot table. I have created a sample file containing some data which may resemble what you are looking for.

I have inserted dates from 17th July 2009 through to 11th August 2010 and then changed the date format to MMM YYYY using custom format settings. I then created a Pivot Table using the Month field in the Column area.

Selecting all the January 2009 fields I then clicked the Group selection button located in the Group section of the Options ribbon. I then changed the name from Group1 to Jul 2009. I then selected all the Aug 2009 fields and followed the same procedure until I had completed all the months. I then collapsed each group thus leaving me with the month and year totals.

Since you wanted the dates to be the category X axis I then moved the Month to the Row area and the product field to the Column area. I created a chart based on the resulting pivot data and found that a column chart seemed to work best for the data in my sheet.

Please examine my data sheet and see if this will help you.

I hope this resolves your question. If it has, please mark this question as resolved.

If you require further assistance, please reply to this post. Or perhaps you have another Microsoft Office question?

Have a great day.
Regards,

Rodney
Microsoft Office Specialist Trainer

Attached files...

GroupFields.xlsx