Pivot Table

[Dawn1231a]

I am attempting to create a pivot table from a report that I have but the pivot table is not going in order. I know it is because Here is a sample:

Month Submitted	Due Date	Person Requesting
=TEXT(B2,"MMM YYYY")	##/##/####	John, Chris Jamie, or Sam
This is the formula that is giving me problems	Auto populated in this format	Auto populated with one of the above

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When I pull my pivot table, because I am requesting text (Apr 2016, for instance), it is coming through on the pivot table in alphabetical order, rather than date order. How can I fix that?

 

[liveinhope]

is this the layout of your source data or how you want your pivot table to look

 

[Dawn1231a]

This is how the layout is currently. For the pivot table, I need it to show by month the number of items per person.

 

[Dawn1231a]

I should have said this is the layout of source data.

 

[liveinhope]

and how do you want your pivot table to summarise the data ? I have done one where
row field(s) year and month
column field person requesting
data fields show # requests for that person in given month

note data is sorted by year , then within year by month.


Can you tell me how you want your pivot table

Count of requests		Person Requesting
Years	Due Date	Chris	Jamie	John	Sam
2016	Dec			1
2017	Jan	1			1
	Feb				2
	Mar		1	1
	Apr	2	1	1	1

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[Dawn1231a]

I want it by year and month, exactly. I am new to pivot tables so I didn't realize you could filter and then further sort them.

I will have a year plus a month of data. So I will have April 2016 - April 2017. I need it sorted April 2016, May 2016.... April 2017

 

[liveinhope]

Create your pivot table with
row field = due date (ie column B in your source data . do not use your formula column)
column field = person requesting
value field = count of due date

Initially this will have a row for each date (which I know is not what you want) but that's only step 1 . now right-click on the first date and select "group"
then in the "group by" options select BOTH year and month amd you have your pivot table summarised by year and month and sorted in the right order

 

[Dawn1231a]

YOU ARE A GENIUS!!!!! Thank you so much!