Group Dates in Pivot Table

T

tufmarkerr

I have a checkbook register worksheet setup as a list manager.
Everytime I create a new entry, the worksheet will automatically inser
the next row below followed by the subtotal line.

From this worksheet, I created a PivotTable worksheet in the sam
workbook. The problem comes where it forces me to choose betwee
grouping the dates and being able to refresh the table with update
info in the checkbook register.

Ex. I created the PivotTable at row 81 of the checkbook register. Whe
I add entries below row 81, the pivot table will not update tha
information. If I make entries to row 85, the list manage
automatically inserts the next row below and moves the subtotal lin
one row down making the checkbook worksheet 87 rows. When I change th
range of the pivot table to include row 87, the pivot table will alway
update with all data in the checkbook worksheet, but will ungroup th
dates from months to dates.

Is there something I can do to be able to group dates into months an
refresh the pivot table to include recently added entries from th
checkbook worksheet
 
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