Pivot Tables and Dates

[jonsamson]

Version: 2008
Operating System: Mac OS X 10.5 (Leopard)
Processor: intel

In my Windows version of Excel, when using Pivot Tables, I could take a range of dates (i.e. transactions) and GROUP them in the Pivot Table (right click on the field) so I could get them by year or month instead of individual dates. I have a range of transactions, and my pivot table has a row of Dates and the amounts in the data field. I get a list of all my transactions by actual date. I'd like to show the amounts by year. Help.

Thanks

 

[JE McGimpsey]

Version: 2008
Operating System: Mac OS X 10.5 (Leopard)
Processor: intel

In my Windows version of Excel, when using Pivot Tables, I could take a range
of dates (i.e. transactions) and GROUP them in the Pivot Table (right click
on the field) so I could get them by year or month instead of individual
dates. I have a range of transactions, and my pivot table has a row of Dates
and the amounts in the data field. I get a list of all my transactions by
actual date. I'd like to show the amounts by year. Help.

Same.

Right-click (or Ctrl-click) the date field. Choose Group and
Outline/Group from the pop-up menu. Choose Years from the dialog.