Click on Number to the right. Now go ahead and format your numbers. Even if you try to sort by the date … I want to convert that date to show the month and year only for pivot table purposes, for if I access the raw data number and format it, when I pivot it, it will show the actual date rather than the month and year. To perform this, follow the steps given below: Go to your Excel document But maybe this is a solution for Jim Chen: make an extra column in your raw data. The source data has been converted into real dates, even when the format is changed to any other date format, such as mmm-yy, in the pivot table the pivot chart still shows mm/dd/yyyy. No number format button shows when right clicking either the pivot chart or pivot table and selecting Field Settings. I've tried the default date formats also and the pivot chart axis does not change. Put “Periode111” field instead of the “Periode” field in the “Rows” area, others keep the same as yours. Click on Field Settings Change the Number Format to the date format that you want. Instead follow this approach: Right-click a date in the pivot table (not the pivot chart). Hi, I have data that I have pulled out of an external source which includes dates on which sales are made in a particular month. It always shows mm-dd-yy and the number format button is never shown. After you create a pivot table with the date field, the date format is fixed. Dates are not automatically grouped there As of Excel 2016, there is no way to change the way that Excel auto formats grouped dates in pivot tables. So, this method is applicable for date format not changing in Excel 2007, 2013, 2016. To format the numbers in the data area Create the pivot table, then right click anywhere on the numbers to bring up the pivot table menu (Format cells - Insert - Delete - Refresh data etc). Here is the Sales Register containing columns of Date, Branch, customer name, item, quantity sold, selling price and sales amount of around 50 line item. Select the 'Field' option near the bottom. See here the three different ways I formatted the raw data first and then converted it to a pivot table. The steps to create the pivot table: Insert> Pivot Table> Choose the whole table> Create in a new worksheet. Let’s understand how to convert dates into months/ quarters/ years in pivot table with example. Date serial numbers are fully explained in our Essential Skills Books and E-books.. The problem here is that Excel doesn’t store this value as date or number but as text. You cannot change the date format like in regular charts. Yes, the sheet5 should be the sheet3 I mentioned. Thanks for your feedback and sorry for the not changing the sheet name. If you encounter an Excel date that won’t change when you change its format it’s likely that your dates aren’t being stored as ‘true’ dates (ie. Note: In Excel 2007, you can't find out the field button in the Pivot chart, but you can click the Date Filed in the Axis Fields (Categories) section of PivotTable Field List pane and select Filed Settings from drop down list (See below screen shot).And this method also works well in Excel 2010 and 2013. All three date columns appear in the same way in the pivot table and there is nothing you can do about that. date serial numbers) by Excel, but rather as text. In this case, it will stay mm/dd/yyyy. The workaround is to create a new field/column in the source data file with the desired format and use that in the pivot table. Method #4: Change The Date To Number Format. The pivot chart date formats are controlled by the field format in the pivot table. Excel uses date serial numbers to store date and time information. See screenshots above. 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