{"id":11504,"date":"2019-04-12T12:57:37","date_gmt":"2019-04-12T10:57:37","guid":{"rendered":"https:\/\/www.myexcelonline.com\/?p=11504"},"modified":"2024-02-06T15:47:49","modified_gmt":"2024-02-06T14:47:49","slug":"group-periods-in-microsoft-excel-pivot-tables","status":"publish","type":"post","link":"https:\/\/www.myexcelonline.com\/meo-staging\/blog\/group-periods-in-microsoft-excel-pivot-tables\/","title":{"rendered":"Group Periods In Microsoft Excel Pivot Tables"},"content":{"rendered":"<p>Excel has a cool feature that will<strong> group periods<\/strong> in your Excel <a class=\"wpil_keyword_link\" href=\"https:\/\/www.myexcelonline.com\/meo-staging\/blog\/101-excel-pivot-tables\/\" target=\"_blank\" rel=\"noopener\" title=\"Pivot Table\" data-wpil-keyword-link=\"linked\">Pivot Table<\/a> automatically! Wondering how to make it work for you? See the easy steps below!<\/p>\n<p>Our data has an Order Date column that we will use for this.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Group Periods In Microsoft Excel Pivot Tables\"  class=\"aligncenter size-full wp-image-11506\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/04\/Group-Periods-00.jpg\" alt=\"Group Periods In Microsoft Excel Pivot Tables\" width=\"1920\" height=\"647\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/04\/Group-Periods-00.jpg 1920w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/04\/Group-Periods-00-300x101.jpg 300w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/04\/Group-Periods-00-1024x345.jpg 1024w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/04\/Group-Periods-00-768x259.jpg 768w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/04\/Group-Periods-00-1536x518.jpg 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<div class=\"after-post-box\">\n<p><iframe src=\"https:\/\/www.youtube.com\/embed\/fhvxaarKxFI?rel=0 \" width=\"800\" height=\"400\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><a href=\"https:\/\/www.youtube.com\/c\/MyExcelOnlinecomtutorials?sub_confirmation=1\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img loading=\"lazy\" decoding=\"async\" class=\"alignmiddle wp-image-111468 size-full\" style=\"vertical-align: middle;\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/04\/1.yt_.png\" alt=\"\" title=\"\"><\/a><\/p>\n<p class=\"line-two\"><a class=\"IRPP_minimalist icon-download button small\" href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/04\/Group-Periods.xlsx\" target=\"_blank\" rel=\"noopener noreferrer\" data-leadbox=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/04\/Group-Periods.xlsx\" data-leadbox-id=\"147284833f72a2:12f08263ab46dc\"><span class=\"ctaText px-3 text-capitalize\">Download excel workbook<i class=\"fa fa-download\"><\/i><\/span><span class=\"postTitle px-3\">Group-Periods.xlsx<\/span><\/a><\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 1:<\/strong><\/span> Insert a new Pivot table by clicking\u00a0on your data and going\u00a0to<strong><em>\u00a0Insert &gt; Pivot Table &gt; New Worksheet or Existing Worksheet<\/em><\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Group Periods In Microsoft Excel Pivot Tables\"  class=\"aligncenter size-full wp-image-11507\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/04\/Group-Periods-01.jpg\" alt=\"Group Periods In Microsoft Excel Pivot Tables\" width=\"645\" height=\"802\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/04\/Group-Periods-01.jpg 645w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/04\/Group-Periods-01-241x300.jpg 241w\" sizes=\"(max-width: 645px) 100vw, 645px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 2:<\/strong><\/span> In the\u00a0<strong>ROWS<\/strong>\u00a0section put in the <em><strong>Order Date\u00a0<\/strong><\/em>field.\u00a0\u00a0In the\u00a0<strong>VALUES<\/strong>\u00a0section put in the <em><strong>Sales <\/strong><\/em>field.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Group Periods In Microsoft Excel Pivot Tables\"  class=\"aligncenter size-full wp-image-11508\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/04\/Group-Periods-02.jpg\" alt=\"Group Periods In Microsoft Excel Pivot Tables\" width=\"493\" height=\"791\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/04\/Group-Periods-02.jpg 493w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/04\/Group-Periods-02-187x300.jpg 187w\" sizes=\"(max-width: 493px) 100vw, 493px\" \/><\/p>\n<p>You will be surprised that Excel has automatically grouped your dates by\u00a0<strong>Years\u00a0<\/strong>and <strong>Quarters<\/strong>!<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Group Periods In Microsoft Excel Pivot Tables\"  class=\"aligncenter size-full wp-image-11509\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/04\/Group-Periods-03.jpg\" alt=\"Group Periods In Microsoft Excel Pivot Tables\" width=\"299\" height=\"215\" \/><\/p>\n<p>Expand these by pressing the Plus icon beside the years:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Group Periods In Microsoft Excel Pivot Tables\"  class=\"aligncenter size-full wp-image-11510\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/04\/Group-Periods-04.jpg\" alt=\"Group Periods In Microsoft Excel Pivot Tables\" width=\"291\" height=\"418\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/04\/Group-Periods-04.jpg 291w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/04\/Group-Periods-04-209x300.jpg 209w\" sizes=\"(max-width: 291px) 100vw, 291px\" \/><\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 3:<\/strong><\/span>\u00a0What if you do not want these groupings?<\/p>\n<p>Just right click on your Pivot Table and select\u00a0<em><strong>Ungroup<\/strong><\/em><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Group Periods In Microsoft Excel Pivot Tables\"  class=\"aligncenter size-full wp-image-11511\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/04\/Group-Periods-05.jpg\" alt=\"Group Periods In Microsoft Excel Pivot Tables\" width=\"482\" height=\"802\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/04\/Group-Periods-05.jpg 482w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/04\/Group-Periods-05-180x300.jpg 180w\" sizes=\"(max-width: 482px) 100vw, 482px\" \/><\/p>\n<p>Now you have removed the groupings in your Pivot Table!<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Group Periods In Microsoft Excel Pivot Tables\"  class=\"aligncenter size-full wp-image-11512\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/04\/Group-Periods-06.jpg\" alt=\"Group Periods In Microsoft Excel Pivot Tables\" width=\"310\" height=\"577\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/04\/Group-Periods-06.jpg 310w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/04\/Group-Periods-06-161x300.jpg 161w\" sizes=\"(max-width: 310px) 100vw, 310px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #0000ff;\"><strong>How to Group Periods in Excel Pivot Tables<\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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. \ufeff Download excel workbookGroup-Periods.xlsx &nbsp; STEP 1: Insert a new Pivot table by clicking\u00a0on [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":17778,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"cos_headline_score":0,"cos_seo_score":0,"cos_headline_text":"","cos_headline_has_been_analyzed":false,"cos_last_analyzed_headline":[],"om_disable_all_campaigns":false},"categories":[4,19],"tags":[588,139],"acf":[],"_links":{"self":[{"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/posts\/11504"}],"collection":[{"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/comments?post=11504"}],"version-history":[{"count":0,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/posts\/11504\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/media\/17778"}],"wp:attachment":[{"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/media?parent=11504"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/categories?post=11504"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/tags?post=11504"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}