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No Dialogue Box When Trying to Group Dates in a Pivot Table|General Excel Questions & Answers|Excel Forum|My Online Training Hub

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sp_CrumbsHome HomeExcel ForumGeneral Excel Questions & Answe…No Dialogue Box When Trying to Grou…
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No Dialogue Box When Trying to Group Dates in a Pivot Table
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Oscar Heinz

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February 11, 2022 - 1:08 pm
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Hi, My question is in reference to the video on your YouTube channel "Interactive Personal Finance Dashboard" I'm on the 'Dual Column Chart' step (15:00) and I am having trouble grouping the dates with the pivot table, the dialogue box is not appearing for me and I cant get the months to display like in the video. I did some searching and tried a few things but they didn't work. (The dates are formatted as numbers as far as I can tell) Does anyone have any tips on how to fix this?

I am using Excel version 2108 on a Windows PC

Thanks

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Mynda Treacy
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February 11, 2022 - 1:22 pm
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Hi Oscar,

Welcome to our forum! Please share your file so we can see what might be causing the problem.

Mynda

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Oscar Heinz

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February 11, 2022 - 2:03 pm
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I thought I had it attached but it seems like its not there ill try again.

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Mynda Treacy
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February 14, 2022 - 2:18 pm
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Hi Oscar,

Thanks for sharing your file. Your dates are not the correct format. They're text and they need to be date serial numbers. You can use the DATEVALUE function to convert them to proper date serial numbers, then apply a date format so they look like the dates you currently see in column B.

Once they're in the correct format, you can refresh your PivotTable and they should be able to be grouped.

Mynda

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