Group dates by month, quarter and year

Turn a list with one date per row into monthly, quarterly and yearly totals inside a pivot table.

Confident · 9 min · 11 steps

In this lesson

  • Put the date field in Rows, right-click a date in the pivot, choose Group… and pick Months, Quarters or Years.
  • Months merge across years.
  • The same dialog groups numbers into ranges.

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Your first pivot table

Turn 200 rows of sales into totals by region, read the answer, and re-ask the question by rep or product.

Confident · 10 min · Free, with no sign-up

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Skill
Pivot tables
Stage
Confident
Path
Pivot tables by Monday

Where it sits in Pivot tables 14 lessons

And 8 more, up to Project: sales by region and month. See the whole skill

The steps

11 steps: 3 explanations, 6 Do this, 2 questions, then Your turn.

Try a free lesson first

Your first pivot table

Turn 200 rows of sales into totals by region, read the answer, and re-ask the question by rep or product.

Confident · 10 min · Free, with no sign-up

Do the free lesson on your computer.

Send yourself the link and open it on a laptop or desktop.

On your computer, go tolearnford.com/go/XDKQ