PIVOTS - grouping by date

rhampson100

New Member
Joined
May 27, 2015
Messages
2
Windows XP, Excel 2007

Please can anyone tell if it is possible to group months in the columns in a pivot into quarters or years, and return the last value of a period when grouping.

I have a pivot with several items under the rows field, and for most of these items it is appropriate to sum them when grouping the months. For one of the items though, I want to return the value of the last month in the qrt or year depending on what I group by, rather than summing all months. For example if I group all months in a years, I want the group to show just the value in December.

Think of a bank balance, it would make sense that you would want to see the sum of all the debits and credits, but it would be the closing balance you would be interested in rather than the sum of each months balance.

many thanks in advance

Rich
 

Excel Facts

Move date out one month or year
Use =EDATE(A2,1) for one month later. Use EDATE(A2,12) for one year later.

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