Group Periods In Microsoft Excel Pivot Tables

Excel has a cool feature that will group periods in your Excel Pivot Table automatically! Wondering how to make it work for you? See the easy steps below!

Our data has an Order Date column that we will use for this.

 

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

 

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

You will be surprised that Excel has automatically grouped your dates by Years and Quarters!

Expand these by pressing the Plus icon beside the years:

STEP 3: What if you do not want these groupings?

Just right click on your Pivot Table and select Ungroup

Now you have removed the groupings in your Pivot Table!

 

How to Group Periods in Excel Pivot Tables