Excel Pivot Table -- Automatic fields

Question

I have an Excel table listing transactions by:

• name of transaction,
• its date,
• its amount and
• its category

I also define the list as an Excel table.

When I create a pivot table from that table (that I've selected), the pivot table correctly understands the date field as a date and pulls out the year of the date and its quarter as separate default fields in the Pivot table creation panel.

How do I instruct the default process to also pull out and create a field representing the month?

Thank you

Nick Raphael

Answer 1

Hi Nicholas1999, 

Please feel free to post back if you still need help on this issue. 

Regards,

Ivy

Answer 2

Hi Nicholas1999,

In Pivot Table of Excel, we can drag fields between areas. We want to know more details of your issue or your requirement so that we can reproduce correctly and provide the corresponding suggestion for you. Can you record a video of this case so that we can understand clearly? You can use PowerPoint- Screen Recording to record video, save it in OneDrive and share the “Anyone can edit” link with us. If there is any personal information, you can share the link or just upload it in PM link. 

Please don’t mind that we can’t provide any suggestion in this reply, we want to help but need to make this case clear.

Regards,

Ivy

Answer 3

Correction. The month now is pulled out, but not as an explicit field I can move from the list of rows to the list of columns.

Thank you.

I have an Excel table listing transactions by:

• name of transaction,
• its date,
• its amount and
• its category

I also define the list as an Excel table.

When I create a pivot table from that table (that I've selected), the pivot table correctly understands the date field as a date and pulls out the year of the date and its quarter as separate default fields in the Pivot table creation panel.

How do I instruct the default process to also pull out and create a field representing the month?

Thank you

Nick Raphael

Supplement ( :-) ). Hypothesis: possibly because the categories are not the same list across the months.  How to address that?

Answer 4

Correction. The month now is pulled out, but not as an explicit field I can move from the list of rows to the list of columns.

Thank you.

I have an Excel table listing transactions by:

• name of transaction,
• its date,
• its amount and
• its category

I also define the list as an Excel table.

When I create a pivot table from that table (that I've selected), the pivot table correctly understands the date field as a date and pulls out the year of the date and its quarter as separate default fields in the Pivot table creation panel.

How do I instruct the default process to also pull out and create a field representing the month?

Thank you

Nick Raphael