In my previous Group By Month post, we grouped our Sales by each month.

However the cool thing with Excel is that we can take that a step further and customize our grouped date range!

In the example below I show you how to get the Sales Grouped by Custom Dates:

 

DOWNLOAD EXCEL WORKBOOK

 

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

group-by-custom-date-01

 

STEP 2: In the ROWS section put in the Order Date field.

Notice that in Excel 2016 (the version that I am using) it will automatically Group the Order Date into Years & Quarters:

group-by-custom-date-02

 

STEP 3: Right click on any row in your Pivot Table and select Group so we can select our Group order that we want:

group-by-custom-date-03

 

STEP 4: We need to deselect Quarters, Years and make sure only Months are selected (which will be highlighted in blue). This will group our dates by the Months only.

We can now define a custom date range!

For example, we can only show the Sales numbers from January 2014 to September 2014.  To do this we need to set the following:

Starting at: 2014-01-01

Ending at: 2014-09-30

Click OK.

group-by-custom-date-04

 

STEP 5: In the VALUES area put in the Sales field.  This will show the total of the Sales for each Month:

group-by-custom-date-05

 

We can see that everything that does not fall in between January and September is Grouped into its own bucket.

group-by-custom-date-06

 

STEP 6: Now we have our sales numbers grouped by Month & Years, notice that we can improve the formatting.

Click the Sum of SALES and select Value Field Settings

group-by-custom-date-07

 

STEP 7: Select Number Format

group-by-custom-date-08

 

STEP 8: Select Currency. Click OK.

group-by-custom-date-09

You now have your total sales for each monthly period based on your custom dates! Very Easy!

group-by-custom-date-10

group-by-custom-date

HELPFUL RESOURCE:

If you like this Excel tip, please share itEmail this to someone

email

Pin on Pinterest

Pinterest

Share on Facebook

Facebook

Tweet about this on Twitter

Twitter

Share on LinkedIn

Linkedin

Share on Google+

Google+

Related Posts

Show The Percent of Column Total With Excel Pivot ... Excel Pivot Tables have a lot of useful calculations under the SHOW VALUES AS option and one that can help you a lot is the PERCENT OF COLUMN TOTAL calculation. This option will immediately calculate the percentages for you from a table filled with numbers such as sales data, ...
Group By Quarters and Years With Excel Pivot Table... Ever encountered needing a quick report of total sales numbers by each quarter, of each year? I was faced with this same scenario and looking at my data on hand, I only had sales numbers for each individual day. Grouping these would take a ton of effort & complex formul...
Sort Largest to Smallest Grand Totals With Excel P...   I knew that I could sort virtually anywhere with Excel Pivot Tables, but I was surprised that I could even sort from largest to smallest with Grand Totals! Below I have an Excel Pivot Table that consists of Sales Numbers over a three year period. Make sure to down...
Frequency Distribution with Excel Pivot Tables With Excel Pivot Tables you can do a lot of stuff with your data! But did you know that you can even create a Frequency Distribution Table? Let's have some fun below! I'll show you how easy it is to create your own Frequency Distribution Chart! We will create a chart based ...