Highlight the data you have, goto the Insert tab and choose Table. I have a data set that I want to use in a Pivot table. Raw transactional data is rarely aggregated by month, quarter, or year for you. If I forget (as I had in this case) to pull the lookup function into the newly added rows, my pivot table will not update the information for those brokers. In the example shown, a pivot table is used to count colors per year. Pivot tables have a built-in feature to group dates by year, month, and quarter. Now go to your Pivot Table, go to the PivotTable Tools on the ribbon, click Options and choose Change Data Source. Now right-click on the dates again and click 'Field Settings' - 'Layout & Print' and check 'Show items with no data'. Then when I use right-click on Dates’ under Group. By default, a pivot table shows only data items that have data. Next, I asked my friend to confirm that the pivot table was connected to the correct table – there were a couple of other tables in the workbook. Then drag Exercise to Column Section. This type of data is often captured by the day. Select and right click on any of the cells in the "date" field in the pivot table. I did tried your first Pivot Table Option 1 to change the date under Excel 2016 version. When we group a Date field in a pivot table using the Group feature, the number formatting for the Day field is fixed. Right click one of the date cells again, choose Field Settings..., click on Number Format, select your ideal format: Hope you can find this helpful. Then, she refreshed the pivot table again, and still no luck. you may cross check this by clicking on the Filter drop down of the date column - all dates will be neatly organised into Years and months . Right click on the first date under the data column of the pivot table and select Group > Months . The pivot table, an end-user report, shows by broker name, not initials. I have this data: Date Session # Tables Session Thursday, January 22, 2015 10 22.5 Thu Morn Thursday, January 22, 2015 12 4.0 Thu Eve Friday, January 23, 2015 13 34.0 Fri Morn I want to filter the date as necessary in the pivot table, but the filter only shows me each and every day...not grouped data by year which can be drilled down as desired. 1. When I apply a filter on the data set the dates are grouped by year, month, and finally be date. It doesn’t seem to for me. The moral to the story is to be sure that the cells being referenced in the pivot table actually contain data… This is the number of records that occur for each color in a given year. Strange. Click on Ungroup, it should revert to a standard date format: 3. So the data was in the source table, but not in the pivot table. The date is one of many variables and has daily dates going back to 2013. However, managers often want reports by […] Hope this helps. 3. As you enter data below the table, the table will expand to include the new data. When a pivot table is set up to show months, this means that months can "disappear" if the source data does not contain data in that month. Now refesh the pivot table (Alt+F5). If you don't mind messing with your Pivot Table structure: Create the Pivot Table with your dates in the 'Rows' field; Right-click on the dates and click 'Group' Select 'years', 'months' and 'days' Click 'OK'. Skill level: Intermediate Changing the Days Field Number Formatting Doesn't Work. Confirm the Data Source. Bottom line: Learn how to change the date formatting for a grouped field in a pivot table. Absolutely. Quick Note: You can use above steps to create a group of dates for any number of days and please note that week created by pivot table is not on the basis of Mon-Sun. 2. 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