Comments on: Grouping by Date in a Pivot Table

By: Jon Peltier

Jon Peltier — Mon, 08 Feb 2010 21:57:35 +0000

Pablo -

I think you can keep the 2007 layouts and the Group funcitonality will work.

To get the 2003 layout, which enables dragging of pivot field buttons, go to Pivot Table Tools > Options tab > Pivot table group (far left) > Options dropdown > Options, Display tag of dialog > Check box for Classic Pivot Table Layout.

By: Pablo Santiago Sánchez

Pablo Santiago Sánchez — Mon, 08 Feb 2010 20:06:30 +0000

How do I set Excel 2007 to work on the 2003 layout? :-(

By: Jon Peltier

Jon Peltier — Mon, 08 Feb 2010 20:05:22 +0000

Hi Pablo -

When I use pivot tables in 2007 I still use the 2003 layout, which bypasses the enhancements in 2007 pivot tables and allows you to manipulate the pivlt table in place in the worksheet. I don’t know if you can right click on a field and choose group in the 2007 style, or if you have to find it in the task pane or ribbon someplace.

By: Pablo Santiago Sánchez

Pablo Santiago Sánchez — Mon, 08 Feb 2010 15:52:18 +0000

Does this work for Excel 2007? I’m kind of lost with the menus on this Office version…

By: sassybax

sassybax — Fri, 27 Nov 2009 06:11:31 +0000

Thank you for this post. I was looking for a good tutorial on grouping by date but couldn’t find any until I hit this page.
Diane.

By: Mark

Mark — Wed, 11 Nov 2009 12:28:24 +0000

Good tips, thanks Jon

By: Jon Peltier

Jon Peltier — Fri, 14 Aug 2009 04:34:17 +0000

Come on, Thom. No excuse to stay a newbie at such a useful and powerful feature.

By: Thom Mitchell

Thom Mitchell — Fri, 14 Aug 2009 02:53:59 +0000

Most helpful for a Pivot Table newbie! Thanks, Jon!

By: Jon Peltier

Jon Peltier — Thu, 25 Jun 2009 11:29:05 +0000

Richard – That’s right. Any non numeric values preclude grouping within that field.

By: Richard Robinson

Richard Robinson — Thu, 25 Jun 2009 11:04:26 +0000

The critical thing for me was not including the column headings in the pivot table selection! If you include them you can’t use the group by date function. You get an error message. After much hair-tearing I started again without the headings and it is fine.

Thanks v. much