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Excel for Mac - Pivot table grouping date by month / quarter

Anonymous
2018-03-02T01:02:25+00:00

I've searched and the proposed solution doesn't exist for me.  Clicking group on a single cell give me an error: "Cannot Group That Selection"

Following this guide does not work as per below:

Microsoft 365 and Office | Excel | For home | Windows

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  1. Vijay A. Verma 104.8K Reputation points Volunteer Moderator
    2018-03-02T06:35:54+00:00

    This error happens when you data contains at least once cell which is not in the right format. In your case, there is a cell somewhere in your data range which is not Date.

    Check for this. If there is still a problem -

    I need to have a look on your workbook to provide you the right solution.

    Request you to please prepare and upload a sample / dummy file sans confidential / sensitive data to Onedrive and share the link? It will help me to give prompt and high quality solution.

    2 people found this answer helpful.
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  1. Anonymous
    2018-03-02T02:18:09+00:00

    Here are some other ways to group dates in a Pivot Table. The PT will actually do the grouping for you, automatically.

    Show PivotTable Months without Data

    September 3, 2015 Jeff Lenning

    If you have ever created a PivotTable report that groups by month, you may have encountered an awkward situation where the PivotTable only displays the months that actually have data in the source. The PivotTable will summarize the data that exists and if there are no transactions for a given month, the PivotTable won’t display it. […] Read more

    Date- 3 Ways to Group Times in Excel https://www.excelcampus.com/charts/group-times-...

    Learn how to group times in a data set for summarized reports and charts. We will use Pivot Tables, and the FLOOR, TRUNC, and VLOOKUP functions for the different solutions. Jon Acampora October 13, 2015

    Group an Excel PivotTable by dates https://www.techrepublic.com/article/pro-tip-gr...

    Grouping lots of data by dates is easy using Excel's PivotTable. Susan Harkins shows you how.

    By Susan Harkins | October 27, 2014

    A PivotTable is a great way to summarize a lot of data. The technical side of things is simple — you insert a PivotTable and add the appropriate fields. If you're grouping by dates, you'll have lots of options, but all of the possibilities aren't as obvious as you might like. In this article, I'll show you how to group a PivotTable by date components. I'll also show you a few of the less-than-obvious possibilities.

    * Group by date components

    * About those weeks

    * 2013 new filtering feature called timelines

    Grouping Dates in a Pivot Table VERSUS Grouping Dates in the Source Data

    https://www.excelcampus.com/pivot-tables/groupi...

    Learn the differences between the Group Dates feature in a pivot table and grouping dates in the source data by adding extra columns for year, month, quarter, etc. Skill level: Intermediate Jon Acampora May 11, 2016

    PivotTable Month Groups http://www.excel-university.com/articles/cal-cp...

    California CPA Magazine May 2015 Jeff Lenning

    There are often several ways in Excel to accomplish any goal. For example, when building reports, we can use formulas or PivotTable. When building a formula-based report, we typically set up the report labels as desired and then write Excel formulas to compute the amount values and subtotals. This is a terrific approach when we have specific and rigid report structure requirements, such as preparing financial statements. However, reports without such strict layouts can often be built with the PivotTable feature instead of with formulas. When we build a PivotTable report, we’re able to take advantage of the robust capabilities of the feature, including its ability to automatically group transactions by month. Let’s check it out. Read more

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