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Filtering by date and getting required date format in the result.

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(@westy56)
Posts: 15
Eminent Member
Topic starter
 

Hi, 

I am preparing an audit checklist that will essentially list a number of entries (rows) from the desired year quarter and show relevant information for that entry. 

I have a list of all the entry dates (actually entry dates and times but I really only need dates for this purpose.) What I was hoping to be able to get from my pivot was something like this:-

2003 Q2  April  21/04/2023

                      23/04/2023

              May   01/05/2023

                       07/05/2023

              June  08/06/2023

                       11/06/2023

So showing the quarter that I want the completion date for and showing the actual dates in UK format.  However all I have been able to achieve so far is to get the the year, quarter and months  for the required quarter but without the completion days.  I am hoping I am missing something simple!  In which case I will be embarrassed but happy! Smile

I have attached a spreadsheet with the completion data and the pivot I have created from this. 

Thanks 

Richard

 
Posted : 29/06/2023 9:43 am
Riny van Eekelen
(@riny)
Posts: 1184
Member Moderator
 

Like so?
See attached.

 
Posted : 29/06/2023 3:25 pm
(@westy56)
Posts: 15
Eminent Member
Topic starter
 

Thanks for your reply Riny.

That’s close (and closer than I’ve been able to get!) but is it possible to get the rows to display in dd/mm/YYYY format?  I want the auditor to be able to copy and paste the date in this format into a form.  Cell format seems to have no effect when I tried it.

All the best,

Richard.

 
Posted : 30/06/2023 3:11 am
(@mynda)
Posts: 4760
Member Admin
 

Hi Richard,

Dates in the row/column labels cannot be formatted as you want. However, if you also put the Completion Time field into the Vaues area and set the aggregation to max, then set the format to number format dd/mm/yyyy, you'll have what you want, BUT you must also have the Completion Time field in the row labels.

Mynda 

 
Posted : 30/06/2023 5:13 am
(@westy56)
Posts: 15
Eminent Member
Topic starter
 

If its not possible to getting the dd/mm/YYYY format I can live with the date of the entry in day month form - which you have got but I haven't. 

The only difference I can see between your pivot and mine is that you have 'months' in your row field which Excel hasn't expanded out in my pivot.  Do you think that could be the cause of me not getting the individual dates?

 
Posted : 30/06/2023 5:27 am
(@westy56)
Posts: 15
Eminent Member
Topic starter
 

Thanks Mynda!  - I think I'm close your suggestion got me the 'highest' date for each month  in the values column so now I think I 'just' need to work out why my months aren't expanding to give all the instances of an entry within a month.  

Screenshot-2023-06-29-at-10.31.14.png

 
Posted : 30/06/2023 5:34 am
(@mynda)
Posts: 4760
Member Admin
 

It's because of this:

"...BUT you must also have the Completion Time field in the row labels."

i.e. the Completion Time field must be in the row labels AND the values fields.

Mynda

 
Posted : 30/06/2023 8:50 pm
(@westy56)
Posts: 15
Eminent Member
Topic starter
 

So I think I do have the completion field in the row labels and the value fields if I understand you correctly.  (see attached)  Where my pivot seems to differ from Riny's is that Excel hasn't expanded out the months to appear in the row labels field.  Perhaps that is what is preventing all the dates from appearing? Is there something I need to do to achieve this? 

Many thanks,

Richard.

 
Posted : 01/07/2023 3:30 am
Riny van Eekelen
(@riny)
Posts: 1184
Member Moderator
 

Perhaps like in the attached. I removed the automatic grouping and then manually grouped the Completion Time in Years, Qtr, Mth. That kept the individual dates for each month in the row headers. Then I custom formatted these as ;;; to hide them from view.

Not sure if this is the best or prettiest way of achieving it, but it seems to do what you want.

 
Posted : 01/07/2023 4:24 am
(@westy56)
Posts: 15
Eminent Member
Topic starter
 

Hi Riny,

Bizzarely I have just found the same solution.  I think it was due to my lack of understanding of grouping.  When I saw month wasn’t appearing I opened the group dialog and saw that year, quarter and month were selected automatically.  But not day.  I had assumed that day was the ‘completion time’ in my row field was the equivalent of ‘day’.   Anyway like you I deselected and manually selected year, quarter, month and day.  Months then appeared in the row field and the dates appeared on my pivot table!  Success! Laugh With Mynda’s solution for the date formats I now have exactly what I was looking for.

Thank you both! 

Screenshot-2023-06-30-at-13.23.33.png

 
Posted : 01/07/2023 8:25 am
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