{"id":5234,"date":"2016-12-14T13:54:02","date_gmt":"2016-12-14T12:54:02","guid":{"rendered":"https:\/\/www.myexcelonline.com\/?p=5234"},"modified":"2024-02-06T15:46:43","modified_gmt":"2024-02-06T14:46:43","slug":"group-by-half-years-with-excel-pivot-tables","status":"publish","type":"post","link":"https:\/\/www.myexcelonline.com\/meo-staging\/blog\/group-by-half-years-with-excel-pivot-tables\/","title":{"rendered":"Group By Half Years With Excel Pivot Tables"},"content":{"rendered":"<p>&nbsp;<\/p>\n<p>In our previous post, we were able to\u00a0<a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/group-month-excel-pivot-tables\/\" target=\"_blank\" rel=\"noopener noreferrer\">Group by Month<\/a>\u00a0using Pivot Tables. \u00a0Let us take it up another notch, and group it by <strong>Half Years!<\/strong><\/p>\n<p>In the example below I show you how to get the\u00a0Sales Grouped by Half Years:\u00a0<strong>January to June and July to December<\/strong><\/p>\n<p>&nbsp;<\/p>\n<div class=\"after-post-box\">\n<p><iframe src=\"https:\/\/www.youtube.com\/embed\/KH6KC5OIjY8?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\/11\/Group-by-Half-Years.xlsx\" target=\"_blank\" rel=\"noopener noreferrer\" data-leadbox=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years.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-Half-Years.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\/11\/Group-by-Half-Years-01.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group By Half Years With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5236\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-01.png\" alt=\"Group By Half Years With Excel Pivot Tables\" width=\"386\" height=\"344\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-01.png 386w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-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 <em><strong>Sales Month<\/strong>\u00a0<\/em>field.<\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-02.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group By Half Years With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5237\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-02.png\" alt=\"Group By Half Years With Excel Pivot Tables\" width=\"354\" height=\"637\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-02.png 354w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-02-167x300.png 167w\" sizes=\"(max-width: 354px) 100vw, 354px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 3:<\/strong>\u00a0<\/span><strong>Highlight<\/strong> the first 6 months (<strong>January &#8211; June<\/strong>). Right click on a\u00a0row in your Pivot Table and select<strong>\u00a0Group<\/strong><\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-03.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group By Half Years With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5238\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-03.png\" alt=\"Group By Half Years With Excel Pivot Tables\" width=\"359\" height=\"625\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-03.png 359w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-03-172x300.png 172w\" sizes=\"(max-width: 359px) 100vw, 359px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 4:<\/strong>\u00a0<\/span><strong>Highlight<\/strong> the next\u00a06 months (<strong>July\u00a0&#8211; December<\/strong>). Right click on a\u00a0row in your Pivot Table and select<strong>\u00a0Group<\/strong><\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-04.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group By Half Years With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5239\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-04.png\" alt=\"Group By Half Years With Excel Pivot Tables\" width=\"355\" height=\"538\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-04.png 355w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-04-198x300.png 198w\" sizes=\"(max-width: 355px) 100vw, 355px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 5:<\/strong><\/span><strong>\u00a0<\/strong>Rename the groups to make it more readable.<\/p>\n<p>Rename<strong> &#8220;Group1&#8221;<\/strong>to<strong> &#8220;1st Half&#8221;, <\/strong>then rename<strong> &#8220;Group2&#8221; <\/strong>to<strong> &#8220;2nd Half&#8221;.<\/strong><\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-05.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group By Half Years With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5240\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-05.png\" alt=\"Group By Half Years With Excel Pivot Tables\" width=\"102\" height=\"393\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-05.png 102w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-05-78x300.png 78w\" sizes=\"(max-width: 102px) 100vw, 102px\" \/><\/a><\/p>\n<p>Notice that a new field\u00a0<strong>Sales Month2<\/strong> was introduced. This contains our new half-year groupings.<\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-06.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group By Half Years With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5241\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-06.png\" alt=\"Group By Half Years With Excel Pivot Tables\" width=\"354\" height=\"637\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-06.png 354w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-06-167x300.png 167w\" sizes=\"(max-width: 354px) 100vw, 354px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 6:<\/strong><\/span>\u00a0We do not need the Sales Month anymore. <strong>Delete Sales Month<\/strong>\u00a0by dragging it back to the Field List.<strong>\u00a0<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Group By Half Years With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5242\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-07.png\" alt=\"Group By Half Years With Excel Pivot Tables\" width=\"354\" height=\"637\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-07.png 354w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-07-167x300.png 167w\" sizes=\"(max-width: 354px) 100vw, 354px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 7:<\/strong><\/span> In the\u00a0<strong>VALUES <\/strong>area\u00a0put in the\u00a0<strong><em>Sales\u00a0<\/em><\/strong>field. This will get the total of the Sales for each half-year\u00a0range you have defined.<\/p>\n<p>In the <strong>ROWS\u00a0<\/strong>area put in the <strong><em>Financial Year<\/em><\/strong> field on top of the <strong><em>Sales Month2<\/em><\/strong> field:<\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-08.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group By Half Years With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5243\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-08.png\" alt=\"Group By Half Years With Excel Pivot Tables\" width=\"354\" height=\"637\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-08.png 354w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-08-167x300.png 167w\" sizes=\"(max-width: 354px) 100vw, 354px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 8:\u00a0<\/strong><\/span>Click the <strong>Sum of SALES<\/strong> and select\u00a0<strong>Value Field Settings<\/strong><\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-09.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group By Half Years With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5244\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-09.png\" alt=\"Group By Half Years With Excel Pivot Tables\" width=\"363\" height=\"637\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-09.png 363w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-09-171x300.png 171w\" sizes=\"(max-width: 363px) 100vw, 363px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 9:\u00a0<\/strong><\/span>Select\u00a0<strong>Number Format<\/strong><\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-10.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group By Half Years With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5245\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-10.png\" alt=\"Group By Half Years With Excel Pivot Tables\" width=\"373\" height=\"319\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-10.png 373w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-10-300x257.png 300w\" sizes=\"(max-width: 373px) 100vw, 373px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 10:\u00a0<\/strong><\/span>Select\u00a0<strong>Currency.\u00a0<\/strong>Click\u00a0<strong>OK.<\/strong><\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-11.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group By Half Years With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5246\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-11.png\" alt=\"Group By Half Years With Excel Pivot Tables\" width=\"529\" height=\"465\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-11.png 529w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-11-300x264.png 300w\" sizes=\"(max-width: 529px) 100vw, 529px\" \/><\/a><\/p>\n<p>You\u00a0now have your total sales for each half-year\u00a0period!<\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-12.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group By Half Years With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5247\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Half-Years-12.png\" alt=\"Group By Half Years With Excel Pivot Tables\" width=\"193\" height=\"271\" \/><\/a><\/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>&nbsp; In our previous post, we were able to\u00a0Group by Month\u00a0using Pivot Tables. \u00a0Let us take it up another notch, and group it by Half Years! In the example below I show you how to get the\u00a0Sales Grouped by Half Years:\u00a0January to June and July to December &nbsp; \ufeff download excel workbook Group-by-Half-Years.xlsx &nbsp; STEP [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":17471,"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":[132,208,139],"acf":[],"_links":{"self":[{"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/posts\/5234"}],"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=5234"}],"version-history":[{"count":0,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/posts\/5234\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/media\/17471"}],"wp:attachment":[{"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/media?parent=5234"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/categories?post=5234"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/tags?post=5234"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}