Pivot Table Dates Timeline

Lorraine N

New Member
Joined
Jan 2, 2014
Messages
7
Hi, Relatively new to Pivot tables... I am trying to develop a pt report based on an exported datasheet from Access. The Date field in the database has been formatted to short date (9/26/2016). When I put the pt to work, all the dates show up on the column headers properly, but I cannot seem to group them on a timeline (by month/year). I get the error message that it doesn't have a field formatted as date - even though they are. Thanks for your help!

The goal is to see the data by MM/YY
 

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Format cells as date
Select range and press Ctrl+Shift+3 to format cells as date. (Shift 3 is the # sign which sort of looks like a small calendar).

Lorraine N

New Member
Joined
Jan 2, 2014
Messages
7
Hi, care to share your solution so others may benefit.
Simply put, Excel doesn't like date fields that are exported from other sources, so I had to use Text to Column. Which still has bugs that I can't get around so I'll have to rework my goal.
 

zrx1200

Well-known Member
Joined
Apr 14, 2010
Messages
601
Simply put, Excel doesn't like date fields that are exported from other sources, so I had to use Text to Column. Which still has bugs that I can't get around so I'll have to rework my goal.

Thanks for taking the time to share.
 

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