Pivot excel _01

Help Studio
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1

I have an excel in this format

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image372×742 33.7 KB

I have used excel pivoting activity in UiPath for filter this column like below

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image385×716 30.6 KB

My final Pivoted Data is Coming with date format but not with month format (Filter option)

Final Sheet

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So what should i do to get the month format instead of date format using “Create pivot activitity”

2

@Gokul_Murali

If you are creating pivot manually are you getting a month dropdown?

3

@muktadir

Yes while doing manually iam getting the month automatically in the row field
But when adding in the filter field iam not getting

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image1897×922 65.8 KB

4

Hi @Gokul_Murali

Can you try to change below formats

This image depicts an Excel file configuration window within an automation process, highlighting options for reading formatting, including "Same as project," "Default," "Raw value," and "Display value" in a dropdown menu. (Captioned by AI)
This image depicts an Excel file configuration window within an automation process, highlighting options for reading formatting, including "Same as project," "Default," "Raw value," and "Display value" in a dropdown menu. (Captioned by AI)640×548 41.3 KB

Regards,

5

@lrtetala

I have tried all that 4 option in the use excel activity but still the same

6

ok you can use VBA to group by month. Use invoke VBA activity. read the linked post to get an idea

https://www.bluepecantraining.com/portfolio/excel-vba-how-to-group-by-date-field-in-a-pivottable/

7

@muktadir

Is there any other way to change the format for this column instead of this vb code

8

@Gokul_Murali

Can you try with Format Cells activity

Regards,

9

@lrtetala

For this cell below
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I have used format cell this

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image685×600 23.2 KB

But the same result

10

@Gokul_Murali

This image shows a sequence of Excel automation steps, including opening an Excel file, creating a pivot table, and formatting a cell range with a date format. (Captioned by AI)
This image shows a sequence of Excel automation steps, including opening an Excel file, creating a pivot table, and formatting a cell range with a date format. (Captioned by AI)860×754 79.8 KB

You need to give like below

Excel.Sheet("Sheet1").Range("B:B")

The image shows a UiPath workflow for processing an Excel file, where a "Format Cells" activity is used to set the date format of column B to display as the full month name ("MMMM"). (Captioned by AI)
The image shows a UiPath workflow for processing an Excel file, where a "Format Cells" activity is used to set the date format of column B to display as the full month name ("MMMM"). (Captioned by AI)1458×751 45.1 KB

Regards,

11

@lrtetala

So this column(B) is changed to Month Format Not the filter.

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And the filter column remains the same as it is

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