Office 365 Pivot Table Report Filter - Group Dates

jim may

Well-known Member
Joined
Jul 4, 2004
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7,486
I've created a Pivot Table and have added 2 Fields as Report Filters; One a Text Label the Other a Date field.
How can I Group (in this Filter area) my dates By Month?
 

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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).
You cant as far as im aware. You can workaround by using the columns area then just showing your month or by adding a column in the source data.
 
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Initially you only have the date. Once you drop a Date Field into the ROW, Excel assumes you want the grouping and creates Quarters and Months. Those will now be new fields in the Fields list.
You could then move the Months field to the Filter area.
 
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