Excel Pivot Table Date Grouping

Select any of the cells from the date column.

Excel pivot table date grouping.

Group date by month quarter or year in pivot table. Grouping data in a pivottable can help you show a subset of data to analyze. Select month in the group by option and then click ok. If you are using excel 2016 office 365 then the date field is automatically grouped when you add it to the pivot table.

6 select days option from the by list box in the grouping dialog box. Right click on it and select group from the popup menu list. For example you may want to group an unwieldy list of dates or times date and time fields in the pivottable into quarters and months like this image. The grouped fields are removed and the original date field remains in the pivot table.

We can group our pivot table date by month day quarter week and year we will right click on any date and select group in the group dialog we will find different options. To ungroup the date field. Right click on it and select group. Select the data range you need and click insert pivottable.

There is a group function in pivot table you can apply it to group data as your need. At any time right click on any of the date field items or headings. In the right click menu click ungroup. The time grouping feature is new in excel 2016.

Insert a pivot table and then drag the date field to rows the dates are automatically grouped by year quarter and month by default. Add the date field to the pivot table. Press the ungroup button on the analyze tab of the ribbon. Immediately press ctrl z to undo the automatic date grouping.

Below are the steps you need to follow to group dates in a pivot table. And the grouping dialog will open. In order to display the original dates without grouping right click on the data select group. For example to group by day we will select day enter the starting and ending date and then click ok.

5 select any cell in the date column in the existing pivot table. Add the date field to the pivot table. In the dates grouping options you can redefine how you want to group the dates.