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Group Dates with a Pivot Table

John Michaloudis
Group Dates with a Pivot Table.
Grouping Dates is very easy with a Pivot Table.  All you have to do is Right Click on your Date values (which are either in the Row or Column Labels of your Pivot Table), then choose the Group option.  From the dialogue box you can choose to Group by Days, Months, Quarters or Years.

Group Dates with a Pivot Table

Grouping Dates is very easy with a Pivot Table.  All you have to do is Right Click on your Date values (which are either in the Row or Column Labels of your Pivot Table), then choose the Group option.  From the dialogue box you can choose to Group by Days, Months, Quarters or Years.

Download excel workbookGroup-Dates2.xlsx

 

STEP 1: Right click on your Date values and choose Group.

Group Dates with a Pivot Table

 

STEP 2: Select the combination of grouping you prefer. Click OK.

Group Dates with a Pivot Table

Your pivot table is now grouped by dates!

Group Dates with a Pivot Table

 

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John Michaloudis is a former accountant and finance analyst at General Electric, a Microsoft MVP since 2020, an Amazon #1 bestselling author of 4 Microsoft Excel books and teacher of Microsoft Excel & Office over at his flagship MyExcelOnline Academy Online Course.

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