Can You Group Dates In Pivot Table

Bob Roberts
• Sunday, 25 October, 2020
• 7 min read

By grouping dates in a pivottableyoucan create instant reports. Let’s say you want to group all the dates as months instead of adding a different column in your data, it’s better to group dates.

pivot table date excel exceljet tutorial
(Source: exceljet.net)


Apart from months, toucan use years, quarters, time and even a custom date range for grouping. And today in this post, I’d like to show you the exact steps for this.

Below are some useful ways for grouping date and time values in a pivot table to make instant reports. Select “Month” in the group by option and then click OK.

Quick Tip: Toucan also use above steps to group dates in a pivot table by years, quarters, and days. Toucan also create a group of 7 days to get a week wise summary.

Quick Note: Toucan use above steps to create a group of dates for any number of days and please note that week created by pivot table is not on the basis of Mon-Sun. Quick Tip: Toucan also use above steps to group dates in the pivot table by minutes and seconds.

And you want to create a group of dates by months... Well, toucan also create a group of dates by using a custom range...

month excel date pivot table dates grouping quarter specific function
(Source: www.extendoffice.com)

Uptick starting and ending date in auto option. Once you create more than one group for dates in the pivot table, you will also get an expanding and collapsing option.

Using the option to group dates in a pivot can be a big time saver. You don’t need to insert those extra columns in your source data.

I'd love to hear from you, and please, don’t forget to share this post with your friends, I am sure they will appreciate it. He helped thousands of people to understand the power of the spreadsheets and learn Microsoft Excel.

Toucan nd him online, tweeting about Excel, on a running track, or sometimes hiking up a mountain. For example, you may want to group an unwieldy list of dates or times (date and time fields in the Portable) into quarters and months, like this image.

Note: The time grouping feature is new in Excel 2016. With time grouping, relationships across time-related fields are automatically detected and grouped together when you add rows of time fields to your Portables.

month date pivot excel table dates quarter specific
(Source: www.extendoffice.com)

In the Grouping box, select Starting at and Ending at checkboxes, and edit the values if needed. For numerical fields, enter a number that specifies the interval for each group.

Bottom line: Learn how to change the date formatting for a grouped field in a pivot table. If we try to change the number format of the Day/Date field it does not work.

The number formatting does not work because the pivot item is actually text, NOT a date. Since these are text items that represent the days of the year, we won't be able to change the number formatting of the cells directly in Excel.

Toucan also create a Calendar Table with the groupings if you are using Power Pivot. If you are using Excel 2016 (Office 365) then the date field is automatically grouped when you add it to the pivot table.

Select a cell inside the pivot table in one of the date fields. Press the Ungroup button on the Analysis tab of the ribbon.

pivot table week month excel date grouping months change steps tips sorting doc fields type
(Source: www.techyv.com)

If you really want to use the Group Field feature, then we can use a macro to change the pivot item names. By default, I set it to “m/d”, but toucan change this to any date format for the month and day.

Portable Date Field Group Number Formatting Macro.LSM (54.2 KB) The macro first loops the pivot items in the Days field to restore the pivot item name to its default source name.

The second loop changes each pivot item to the new format. It uses the Devalue function to change the pivot item name “1-Jan” to a date.

The macro takes about 15 seconds to run on my computer because of all the looping. So the newly named items will only be changed on the pivottableyou run the macro on.

You will just need to change the value of the sGroupField constant at the top to the name of your grouped field. Toucan also change the number format in the sNumberFormat if needed.

pivot table dates grouping field date data tables excel versus columns source fields rows cell
(Source: www.excelcampus.com)

This post will guide you how to group a pivot table by day of week in Excel. How do I group data by week number in pivot table in Excel.

And it can help you to analyze your data to get the different views by dates, weeks, months, years, etc. #2 go to INSERT tab, click the Portable command under the Tables group.

Note: toucan use the above steps to group dates by months, quarters or years in the pivot table. Select the data range you need, and click Insert > Portable.

Then go to the pivot table, right click anywhere under the Row Labels head, and select Group. Tips : In this Grouping dialog box, toucan also select the Months, Quarters, Years separately for grouping the date by month, quarter or year as you need.

Now toucan see the data is grouped by month and year as following screenshot shown: If you have Tools for Excel, with its Portable Special Time Grouping feature, toucan quickly group date by fiscal year, half year, week number, day of week, half an hour or specific minutes as you need.

ungroup data pivottable pivot excel table dates grouped months quarters fields together
(Source: support.microsoft.com)

After finishing the settings, please click Ok button, and a new Half year helper column is added at the right of the data range. Normally, youcangroup the pivot table by month, year, quarter quickly, but, sometimes, you may want to group data based on the fiscal year, half-year and other specific dates.

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