Grouping is a powerful feature in PivotTable reports but sometimes Excel won’t let you apply grouping. There are a few reasons for this.
Recently a client wanted help in summarising a large data list of employees. They wanted to identify the years of service in terms of 5, 10, 15 years and other milestone years based on a start date.
Getting dates into order is usually a job for Power Query, but not everyone has it or uses it so I still get requests for formulas to fix text dates.
There are a number of mouse and keyboard shortcuts for copying. But there is one type of copy that can be frustrating. Copying dates can be challenging because, in general, Excel wants to increment them, not copy them. There is a simple technique to instruct Excel to copy a date.
You can create complex functions with Excel to handle dates. But it makes more sense to get your data structured correctly and then you can use simpler date formulas. Power Query allows you to fix your data so that you can use those simpler formulas.
What is the best layout when working with months/quarters/half years and full years? There are a few common structures. I prefer the one that lets you create single formulas that can be quickly copied across and down with as few copies as possible.
We’ve all heard the term “A month of Sundays” to describe a long time. Well what if you wanted to count how many Sundays between two dates?
If you are using date-based headings in your reporting models please consider using dates in the headings rather than text. I’ll explain why.
The NETWORKDAYS.INTL function was added in Excel 2010. It allows to calculate how may work days between two dates using non-standard weekends. Some countries don’t have Saturday/Sunday weekends.
I had a question during one of my Date and Times Webinars in February. It was about months and fortnights. I couldn’t answer it during the webinar, but I did follow up with an email with the solution. The answer follows.
I had a question on another post on how to convert Nov 21, 2014 into a date Excel recognises. The solution involves six functions working together.
It is common to use Q1 for quarter one. Excel will even cycle through Q1,Q2,Q3 and Q4 when you drag a cell contain Q1. What if you want to use the sequence M1 to M12 for months? Custom Lists to the rescue!
Excel has a few issues with dates. Mainly they relate to the dates that are imported into Excel. Different systems present different problems. This post solves an issue with dates that include times.
You can create a macro to open a CSV file. One problem you may face is that dates are treated as US dates. A simple change can fix this.
Excel has had a week number function for many versions, but Excel 2013 added a new week number function that complies with the ISO 8601 standard week number.
When working with loans or leases, it is common to have to add a number of years to a start date to determine the end date. An Excel function can automate that process.
If you want to place ordinals (st, nd, rd and th) after a number in a date. You can use the CHOOSE function to do this.
Date data imported from other systems can include times. This can make lookup and other calculations difficult. One function can make removing or extracting time easy.
When you use date grouping (by months) in one Pivot Table report it affects other Pivot Table’s date reporting from the same data. There is a work around to allow you to have daily, monthly and quarterly Pivot Table reports.
The WEEKDAY function allows you to convert all dates into a number from 1 to 7 representing their weekday, from Monday to Sunday.