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 Excel

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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

Group Periods in Excel

 

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

Group Periods in Excel

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

Group Periods in Excel

Expand these by pressing the Plus icon beside the years:

Group Periods in Excel

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

Just right click on your Pivot Table and select Ungroup

Group Periods in Excel

Now you have removed the groupings in your Pivot Table!

Group Periods in Excel

 

How to Group Periods in Excel Pivot Tables

Helpful Resource:

Excel Pivot Table

 

 

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