{"id":5002,"date":"2016-11-02T23:11:38","date_gmt":"2016-11-02T22:11:38","guid":{"rendered":"https:\/\/www.myexcelonline.com\/?p=5002"},"modified":"2024-02-06T16:14:30","modified_gmt":"2024-02-06T15:14:30","slug":"group-date-excel-pivot-tables","status":"publish","type":"post","link":"https:\/\/www.myexcelonline.com\/meo-staging\/blog\/group-date-excel-pivot-tables\/","title":{"rendered":"Group Sales by Weeks With Excel Pivot Tables"},"content":{"rendered":"<p>I am sure that your boss has asked you to come up with Total Sales numbers per\u00a0week at least once in your current role! \u00a0If not, he will&#8230;.very very soon!<\/p>\n<p>Now\u00a0your data has only sales for each individual\u00a0day, which makes you scramble to come up with a solution. \u00a0 How will you be able to group them together and get the sales report your boss needs?<\/p>\n<p><em><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/www.myexcelonline.com\/meo-staging\/blog\/top-excel-formulas-function-examples-to-get-better-at-microsoft-excel\/\" target=\"_blank\" rel=\"noopener\" title=\"Formulas\" data-wpil-keyword-link=\"linked\">Formulas<\/a>? \u00a0Maybe&#8230;well NO! \u00a0Too difficult.<\/strong><\/em><\/p>\n<p><em><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/www.myexcelonline.com\/meo-staging\/blog\/101-excel-macros-examples\/\" target=\"_blank\" rel=\"noopener\" title=\"Macros\" data-wpil-keyword-link=\"linked\">Macros<\/a>? \u00a0Don\u00b4t know how to code!<\/strong><\/em><\/p>\n<p><em><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/www.myexcelonline.com\/meo-staging\/blog\/101-excel-pivot-tables\/\" target=\"_blank\" rel=\"noopener\" title=\"Pivot Tables\" data-wpil-keyword-link=\"linked\">Pivot Tables<\/a>? \u00a0HELL YEAH BABY!<\/strong><\/em><\/p>\n<p>Yes, Pivot Tables are quick and reduce the risks of making any errors&#8230;.ah yeah, I almost forgot&#8230;it is also easy to add new data to your sales report!<\/p>\n<p>In the example below I show you how to get the\u00a0Sales Grouped by Date:<\/p>\n<div class=\"after-post-box\">\n<p><iframe src=\"https:\/\/www.youtube.com\/embed\/2z4MemlozN4?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\/2016\/10\/Group-by-Date.xlsx\" target=\"_blank\" rel=\"noopener noreferrer\" data-leadbox=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date.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-by-Date.xlsx<\/span><\/a><\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 1:<\/strong>\u00a0<\/span>Insert a new <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> 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><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-01.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group Sales by Weeks With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5003\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-01.png\" alt=\"Group Sales by Weeks With Excel Pivot Tables\" width=\"386\" height=\"344\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-01.png 386w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-01-300x267.png 300w\" sizes=\"(max-width: 386px) 100vw, 386px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 2:<\/strong><\/span>\u00a0In the\u00a0<strong>ROWS<\/strong>\u00a0section put in the\u00a0<em><strong>Order Date<\/strong>\u00a0<\/em>field.<\/p>\n<p>Notice that in Excel 2016 it automatically groups dates into Years\u00a0&amp; Quarters. \u00a0We do not need this expansion.<\/p>\n<p>Click the\u00a0<strong>Undo button:<\/strong><\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-02.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group Sales by Weeks With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5004\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-02.png\" alt=\"Group Sales by Weeks With Excel Pivot Tables\" width=\"581\" height=\"716\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-02.png 581w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-02-243x300.png 243w\" sizes=\"(max-width: 581px) 100vw, 581px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>After clicking\u00a0<strong>Undo<\/strong>, you will only have the\u00a0<strong>Order Date\u00a0<\/strong>in the <strong>Rows<\/strong>\u00a0area:<\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-03.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group Sales by Weeks With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5005\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-03.png\" alt=\"Group Sales by Weeks With Excel Pivot Tables\" width=\"556\" height=\"716\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-03.png 556w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-03-233x300.png 233w\" sizes=\"(max-width: 556px) 100vw, 556px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 3:<\/strong>\u00a0<\/span>Right click on any <em>date<\/em> in your Pivot Table and select<strong>\u00a0Group<\/strong><\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-04.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group Sales by Weeks With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5006\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-04.png\" alt=\"Group Sales by Weeks With Excel Pivot Tables\" width=\"342\" height=\"470\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-04.png 342w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-04-218x300.png 218w\" sizes=\"(max-width: 342px) 100vw, 342px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 4:<\/strong><\/span><strong>\u00a0<\/strong>It was able to determine our date range (minimum date and maximum date).<\/p>\n<p>Deselect\u00a0<strong>Months<\/strong> and make sure only\u00a0<strong>Days\u00a0<\/strong>is selected (depicted by the blue color).<\/p>\n<p>Set the <strong>Number of days\u00a0<\/strong>to\u00a0<strong>7.<\/strong><\/p>\n<p>This will group our dates by a\u00a0weekly range (every 7 days).<\/p>\n<p>Click\u00a0<strong>OK.<\/strong><\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-05.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group Sales by Weeks With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5007\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-05.png\" alt=\"Group Sales by Weeks With Excel Pivot Tables\" width=\"235\" height=\"307\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-05.png 235w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-05-230x300.png 230w\" sizes=\"(max-width: 235px) 100vw, 235px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 5:<\/strong><\/span>\u00a0Notice that we have\u00a0<strong>Date Ranges <\/strong>now which are 7 days long each\u00a0:<\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-06.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group Sales by Weeks With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5008\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-06.png\" alt=\"Group Sales by Weeks With Excel Pivot Tables\" width=\"172\" height=\"474\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-06.png 172w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-06-109x300.png 109w\" sizes=\"(max-width: 172px) 100vw, 172px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 6:\u00a0<\/strong><\/span>In the\u00a0<strong>VALUES <\/strong>area\u00a0put in the\u00a0<strong><em>Sales\u00a0<\/em><\/strong>field.<\/p>\n<p>This will get the total of the Sales for each 7-day date range you have defined:<\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-07.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group Sales by Weeks With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5009\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-07.png\" alt=\"Group Sales by Weeks With Excel Pivot Tables\" width=\"687\" height=\"712\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-07.png 687w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-07-289x300.png 289w\" sizes=\"(max-width: 687px) 100vw, 687px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>You\u00a0now have your total sales for each 7-day period! \u00a0If you like you can insert a <a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/pivot-charts\/\" target=\"_blank\" rel=\"noopener noreferrer\">Pivot Chart<\/a> to visually show the data to your miserable boss!<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Group Sales by Weeks With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5010\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-08.png\" alt=\"Group Sales by Weeks With Excel Pivot Tables\" width=\"249\" height=\"477\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-08.png 249w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/10\/Group-by-Date-08-157x300.png 157w\" sizes=\"(max-width: 249px) 100vw, 249px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/100.html\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2964 size-full\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/05\/728x90.gif\" alt=\"PIVOT BANNER\" width=\"728\" height=\"90\" title=\"\"><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>I am sure that your boss has asked you to come up with Total Sales numbers per\u00a0week at least once in your current role! \u00a0If not, he will&#8230;.very very soon! Now\u00a0your data has only sales for each individual\u00a0day, which makes you scramble to come up with a solution. \u00a0 How will you be able to [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":17414,"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":[4,18],"tags":[198,139],"acf":[],"_links":{"self":[{"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/posts\/5002"}],"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=5002"}],"version-history":[{"count":0,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/posts\/5002\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/media\/17414"}],"wp:attachment":[{"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/media?parent=5002"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/categories?post=5002"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/tags?post=5002"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}