In Excel 2007, when you create a second pivot table from the same source data, you don’t get an option to base the new pivot table on an existing pivot table, the way you can in Excel 2003. In Step 1 of the Excel 2003 Wizard, you can select the first option, to create an [...]

In a pivot table, there’s no built-in way to group the pivot table data by both weeks and months at the same time. If you want to show sales data by week, you can group the date field in seven-day intervals. The 7 day grouping works well, but if you try to add grouping by [...]

If you format a column of dates in your pivot table source data, to show as year and month (yyyy-mm), they won’t automatically summarize by year and month in the pivot table. Format the Source Data For example, in the source data shown below, there are several orders for January 2010, and three different dates [...]

You can group the dates in a pivot table in different increments, such as by year and quarter. However, the grouping options are based on the calendar year, and there are no options for grouping pivot table dates by fiscal year. If you want to group the dates by your company’s fiscal year, which starts [...]

You can group pivot table data, as an easy way to see subtotals. For example, in a pivot table with sales order data, you can group the Order Date field by years and months, to quickly compare the sales totals each month, for a selected year. In this pivot table example, we have sales data [...]