{"id":5289,"date":"2017-02-15T23:28:39","date_gmt":"2017-02-15T22:28:39","guid":{"rendered":"https:\/\/www.myexcelonline.com\/?p=5289"},"modified":"2024-02-06T15:46:50","modified_gmt":"2024-02-06T14:46:50","slug":"group-custom-dates-excel-pivot-tables","status":"publish","type":"post","link":"https:\/\/www.myexcelonline.com\/meo-staging\/blog\/group-custom-dates-excel-pivot-tables\/","title":{"rendered":"Group By Custom Dates With Excel Pivot Tables"},"content":{"rendered":"<p>In my previous <a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/group-month-excel-pivot-tables\/\" target=\"_blank\" rel=\"noopener noreferrer\">Group By Month<\/a>\u00a0post, we\u00a0grouped our Sales by each month.<\/p>\n<p>However the cool thing with Excel is that we can take that a step further and customize our grouped date range!<\/p>\n<p>In the example below I show you how to get the\u00a0Sales Grouped by Custom Dates:<\/p>\n<p>&nbsp;<\/p>\n<div class=\"after-post-box\">\n<p><iframe src=\"https:\/\/www.youtube.com\/embed\/mhizz1abipU?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-Custom-Date.xlsx\" target=\"_blank\" rel=\"noopener noreferrer\" data-leadbox=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-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-Custom-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\/11\/Group-by-Custom-Date-01.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group By Custom Dates With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5291\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-01.png\" alt=\"Group By Custom Dates With Excel Pivot Tables\" width=\"386\" height=\"344\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-01.png 386w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-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 (the version that I am using) it will <strong>automatically Group<\/strong> the <strong><em>Order Date <\/em><\/strong><em>into Years &amp; Quarters<\/em>:<\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-02.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group By Custom Dates With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5292\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-02.png\" alt=\"Group By Custom Dates With Excel Pivot Tables\" width=\"354\" height=\"637\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-02.png 354w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-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>Right click on any row in your Pivot Table and select<strong>\u00a0Group <\/strong>so we can select our Group order that we want:<\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-03.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group By Custom Dates With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5293\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-03.png\" alt=\"Group By Custom Dates With Excel Pivot Tables\" width=\"350\" height=\"465\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-03.png 350w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-03-226x300.png 226w\" sizes=\"(max-width: 350px) 100vw, 350px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 4:<\/strong><\/span><strong>\u00a0<\/strong>We need to deselect\u00a0<strong>Quarters, Years\u00a0<\/strong>and make sure only <b>Months<\/b><b>\u00a0<\/b>are\u00a0selected (which will be highlighted in blue). This will group our dates by the <em><strong>Months<\/strong><\/em> only.<\/p>\n<p>We can now define a custom date range!<\/p>\n<p>For example, we can only show the\u00a0Sales numbers from <strong>January 2014 to September 2014<\/strong>. \u00a0To do this we need to set the following:<\/p>\n<p><strong>Starting at:\u00a0<\/strong><strong>2014-01-01<\/strong><\/p>\n<p><strong>Ending at:<\/strong>\u00a0<strong>2014-09-30<\/strong><\/p>\n<p>Click\u00a0<strong>OK.<\/strong><\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-04.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group By Custom Dates With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5294\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-04.png\" alt=\"Group By Custom Dates With Excel Pivot Tables\" width=\"235\" height=\"307\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-04.png 235w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-04-230x300.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> In the\u00a0<strong>VALUES <\/strong>area\u00a0put in the\u00a0<strong><em>Sales\u00a0<\/em><\/strong>field. \u00a0This will show the total of the Sales for each Month:<\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-05.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group By Custom Dates With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5295\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-05.png\" alt=\"Group By Custom Dates With Excel Pivot Tables\" width=\"354\" height=\"637\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-05.png 354w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-05-167x300.png 167w\" sizes=\"(max-width: 354px) 100vw, 354px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>We can see that everything that does not fall in between January and September is Grouped into its own bucket.<\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-06.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group By Custom Dates With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5296\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-06.png\" alt=\"Group By Custom Dates With Excel Pivot Tables\" width=\"185\" height=\"301\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 6:\u00a0<\/strong><\/span>Now we have our sales numbers grouped by Month &amp; Years, notice that we can improve the formatting.<\/p>\n<p>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-Custom-Date-07.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group By Custom Dates With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5297\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-07.png\" alt=\"Group By Custom Dates With Excel Pivot Tables\" width=\"372\" height=\"636\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-07.png 372w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-07-175x300.png 175w\" sizes=\"(max-width: 372px) 100vw, 372px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 7:\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-Custom-Date-08.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group By Custom Dates With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5298\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-08.png\" alt=\"Group By Custom Dates With Excel Pivot Tables\" width=\"373\" height=\"319\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-08.png 373w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-08-300x257.png 300w\" sizes=\"(max-width: 373px) 100vw, 373px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 8:\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-Custom-Date-09.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group By Custom Dates With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5299\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-09.png\" alt=\"Group By Custom Dates With Excel Pivot Tables\" width=\"529\" height=\"465\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-09.png 529w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-09-300x264.png 300w\" sizes=\"(max-width: 529px) 100vw, 529px\" \/><\/a><\/p>\n<p>You\u00a0now have your total sales for each monthly\u00a0period based on your custom dates! Very Easy!<\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-10.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group By Custom Dates With Excel Pivot Tables\"  class=\"alignnone size-full wp-image-5300\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/11\/Group-by-Custom-Date-10.png\" alt=\"Group By Custom Dates With Excel Pivot Tables\" width=\"177\" height=\"295\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/100-5.html\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-5924 size-full\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/03\/530x300-Pivot.jpg\" sizes=\"(max-width: 530px) 100vw, 530px\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/03\/530x300-Pivot.jpg 530w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/03\/530x300-Pivot-300x170.jpg 300w\" width=\"530\" height=\"300\" alt=\"\" title=\"\"><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In my previous Group By Month\u00a0post, we\u00a0grouped our Sales by each month. However the cool thing with Excel is that we can take that a step further and customize our grouped date range! In the example below I show you how to get the\u00a0Sales Grouped by Custom Dates: &nbsp; \ufeff download excel workbook Group-by-Custom-Date.xlsx &nbsp; [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":17279,"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":[210,139],"acf":[],"_links":{"self":[{"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/posts\/5289"}],"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=5289"}],"version-history":[{"count":0,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/posts\/5289\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/media\/17279"}],"wp:attachment":[{"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/media?parent=5289"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/categories?post=5289"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/tags?post=5289"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}