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Working with dates in Excel pivot tables can get tricky. When you drag and drop a date field in the pivot table Excel automatically groups the dates into days, months and years. But with if you want to see the actual date and not the grouping? How can you quickly ungroup the dates? hint: There's an Excel shortcut to ungroup dates in a Pivot Table.
What if you'd also like to create different date grouping not available in the Pivot table? For example create a pivot table report showing fiscal periods or the weekday, quarter etc.
Another challenge you might come across is showing ALL the dates in the pivot table and not only the ones that have values. How can you unhide these dates with no values? It's really easy to setup. We'll be creating an automatic calendar table in the data model and then we can connect our tables together via relationships.
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00:00 How to Deal with Dates in Pivot Tables
00:33 Automatic Grouping & Ungrouping of Dates
02:05 Create Your Own Groupings
04:18 Use a Date Table in the Data Model
06:25 Create Relationship with Calendar Table
07:09 Create Power Pivot Table
08:07 How to Sort by Date in a Pivot Table
09:46 How to Display Dates Without Data
10:59 Show Data by Quarters in Pivot Table
12:32 How to Extend Calendar Table
13:06 Wrap Up
LINKS to related videos:
- Excel Productivity for Lazy (but Smart) People: https://youtu.be/Gf4HmkR7_FE
- How Power Query Will Change the Way You Use Excel:
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