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.
In this lesson
- Months merge across years.
- Numbers go into ranges with Create pivot group rule (minimum, maximum, interval size).
- Ungroup pivot items on the same menu puts the single dates back.
Try a free lesson first
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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On your computer, go tolearnford.com/go/WE33
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The steps
11 steps: 3 explanations, 6 Do this, 2 questions, then Your turn.
Try a free lesson first
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/WE33