Pivot Table Report – Grouping the Date Field by Days, Months, Quarters and Years in Microsoft Excel 2010

 

To create a pivot table report – grouping the date field by days, months, quarters and years, let us first create a pivot table report.

Let us take an example:

  • We have dates in column A from 1-Jan-2012 to 31-Mar-2013

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  • Click on Insert Ribbon to create a pivot table report
  • In Tables group, click on Pivot Table.

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  • The following dialog box will appear

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  • Select existing worksheet option if you want to create the report in existing worksheet, otherwise click on OK to create in new worksheet.

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  • Drag Date to Rows field & Sales to Values field.

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  • Now you need to click on any cell in column A (Date column) & right click and select Group option

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  • Select Days, Months,

    Quarters & Years as show below in snapshot

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  • Click on OK, and you will see the Sales will segregated per date wise.

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Grouping the dates will allow you to quickly find the sales in a particular period.



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