Please help with my first pivot table

You can simply select the words Sum of in the title and delete. If you get an error message saying that the field already exists simply add a space before Income. Or in the Design Wizard for the PivotTable in the Values box you can click the drop down on the Sum of Income and change the title there.

To group by weeks :

Right-click on one of the dates in the pivot table.
In the popup menu, click Group.
In the Grouping dialog box, select Days from the 'By' list.
For 'Number of days', select 7.
The week range is determined by the date in the 'Starting at' box, so adjust this if required.
Click OK

I forgot, you might need to ungroup the dates first, then group by weeks followed by Months & Years

Hi Martin,

Welcome to the world of Pivot Tables!!! They are very powerful when you get to grips with them.

Cheers
Rob

Roy please let me know if I'm misunderstanding you, but wouldn't there would need to be a "Weeks" option in Grouping to do what you suggested? I did find however that in my Row Labels if I included my calculated "Week Of" value, and made the order "Years", "Months", "Week Of", "Date" it does what I want.

And adding a blank before the name is a nice trick.

Hi Martin, there isn't a weeks option like months and years, you have to group days in a seven day cycle using the dialog I have displayed. There's not much data in the example but if you want to let me have a more extensive example I'll have a go at setting it up for you.

That doesn't work. It will let me Group Days 7 and then choose Months and Years, but after clicking OK there's no change in the pivot table and when I go back to Group, the number of days is back to 1.

To summarise by weeks, add a column to your data which rounds up a date to the week ending date:

=CEILING(Date,7)   rounds up to the following Saturday.

Then use that column as a Column Header in the Pivot rather than specific transaction date column.

Rob, thanks but I want to see the week in the first column just like month and year, rather than as a column. In my post above I mentioned that I found a workaround, and I'm now just trying to find out if there's a way to do it with Grouping.

Seems like grouping by weeks using what I suggested is cancelled when you group by Months. I did forget to say that you need to set the nu,ber of days to seven

Thanks Roy. I also like your Itemized Sales sheet headings.

Glad it helped Martin. PivotTables are one of Excel's best reporting features in my opinion.

Here's another suggestion. When I use a PivotTable I think they look much better if I hide the worksheet's headings and Gridlines. They then stand out on a clean, white sheet.