We can use a PivotTable to GROUP A SET OF DATA by MONTHS. This enables us to analyze, summarize, calculate, and visualize trends, comparisons, and patterns in our data. The steps below will walk through the process of Grouping Pivot Table Data by Month.
Figure 1- How to Group Pivot Table Data by Month
Setting up the Data
- We will create a Pivot Table with the Data in figure 2.
Figure 2 – Setting up the Data
Note that we have put the data in a table form by doing the following:
- We clicked on anywhere on the table, click on the Insert tab, and click on Table as shown in figure 3
Figure 3- Putting the data in a Table
- We will click on OK on the dialog box that appears
Creating the Pivot Table
- We will click on anywhere on the table
- We will click on the Insert tab and click on Pivot Table as shown in figure 3
Figure 4- Creating the Pivot Table
- We will click on existing worksheet and specify the Location where the Pivot table will start from (Sheet1!$D$3)
- We will click on OK
- We will select the fields we want to add to the Pivot Table (Dates and Sales)
Figure 5- Created Pivot Table
Figure 6- Pivot Table
Grouping the Pivot Table Data by Month rather than Date
- We will click on any cell within the Pivot Table
- We will right-click and click on GROUP
Figure 7- Grouping Dialog box
- We will click on OK
Figure 8- Pivot Table Grouped by Months
Note
- You can also right-click to UNGROUP the data and group the data by quarter
Figure 9- Pivot Table Grouped by Quarter
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