In our previous post, we were able to Group by Month using Pivot Tables.  Let us take it up another notch, and group it by Half Years!

In the example below I show you how to get the Sales Grouped by Half Years: January to June and July to December

 

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STEP 1: Insert a new Pivot table by clicking on your data and going to Insert > Pivot Table > New Worksheet or Existing Worksheet

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STEP 2: In the ROWS section put in the Sales Month field.

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STEP 3: Highlight the first 6 months (January – June). Right click on a row in your Pivot Table and select Group

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STEP 4: Highlight the next 6 months (July – December). Right click on a row in your Pivot Table and select Group

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STEP 5: Rename the groups to make it more readable.

Rename “Group1”to “1st Half”, then rename “Group2” to “2nd Half”.

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Notice that a new field Sales Month2 was introduced. This contains our new half-year groupings.

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STEP 6: We do not need the Sales Month anymore. Delete Sales Month by dragging it back to the Field List. 

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STEP 7: In the VALUES area put in the Sales field. This will get the total of the Sales for each half-year range you have defined.

In the ROWS area put in the Financial Year field on top of the Sales Month2 field:

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STEP 8: Click the Sum of SALES and select Value Field Settings

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STEP 9: Select Number Format

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STEP 10: Select Currency. Click OK.

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You now have your total sales for each half-year period!

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HELPFUL RESOURCE:

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