Nadine Peterson
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BIC Report - Pivot Table doesn't save Grouped Dates
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I've created a new BIC Report in Evolution using the Sales Master Container. I format my pivot table to group my dates into Years and Months as I want to see customers total sales by month. I also…Continue

Started this discussion. Last reply by David Bryant Feb 13.

 

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David Bryant replied to Nadine Peterson's discussion BIC Report - Pivot Table doesn't save Grouped Dates
"Hello Benton Is that specific column in excel in your pivot-table formatted as "date" Format it as date (the entire column in the sheet) Then try grouping those dates once more (clearly defining the month and year start and end) Save the…"
Feb 13
Benton Bolt replied to Nadine Peterson's discussion BIC Report - Pivot Table doesn't save Grouped Dates
"I don't like to revive old posts, but I am curious... Did this solve your problem, Nadine?  I am having the same issue and although I have tried this, I am still having the same issue.  It gives me dates, not groups when I run the…"
Feb 12
Nadine Peterson replied to Nadine Peterson's discussion BIC Report - Pivot Table doesn't save Grouped Dates
"Thanks very much Nigel."
Aug 23, 2017
Nigel Naicker replied to Nadine Peterson's discussion BIC Report - Pivot Table doesn't save Grouped Dates
"hi, what u are experiencing is normal behavior as the grouping is based on the data, and when you save excel template, you are clearing the data out of the template.   Try opening your template in design mode and adding a dummy row of data to…"
Aug 23, 2017
Nadine Peterson posted a discussion

BIC Report - Pivot Table doesn't save Grouped Dates

I've created a new BIC Report in Evolution using the Sales Master Container. I format my pivot table to group my dates into Years and Months as I want to see customers total sales by month. I also collapse the field to show the totals by month which can be expanded by clicking on the + button. When I save the Template to my report and re-run it, it loses the Grouped Dates and it Expands the Field automatically. Does anyone have a solution to this?Thanks.See More
Aug 17, 2017
Nadine Peterson is now a member of The Sage Intelligence Community
Aug 22, 2013

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Sage Intelligence powers the following Accounting/ERP/Payroll solutions, pick yours
Pastel BIC, Excel On Steroids
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8 Months
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