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.

Group Periods In Microsoft Excel Pivot Tables

Group Periods In Microsoft Excel Pivot Tables | MyExcelOnline

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 Periods In Microsoft Excel Pivot Tables

 

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

Group Periods In Microsoft Excel Pivot Tables

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

Group Periods In Microsoft Excel Pivot Tables

Expand these by pressing the Plus icon beside the years:

Group Periods In Microsoft Excel Pivot Tables

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

Just right click on your Pivot Table and select Ungroup

Group Periods In Microsoft Excel Pivot Tables

Now you have removed the groupings in your Pivot Table!

See also  Group Sales by Weeks With Excel Pivot Tables

Group Periods In Microsoft Excel Pivot Tables

 

How to Group Periods in Excel Pivot Tables

 

HELPFUL RESOURCES:

JOIN OUR FREE EXCEL COURSES BELOW
Click here to access these FREE Excel courses!

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