Group Pivot Table Column By Month Year

I have several rows in the source for my pivot table.  How can I create a column using the date field but group the column by Month/Year instead of each individual date?
Who is Participating?

[Product update] Infrastructure Analysis Tool is now available with Business Accounts.Learn More

I wear a lot of hats...

"The solutions and answers provided on Experts Exchange have been extremely helpful to me over the last few years. I wear a lot of hats - Developer, Database Administrator, Help Desk, etc., so I know a lot of things but not a lot about one thing. Experts Exchange gives me answers from people who do know a lot about one thing, in a easy to use platform." -Todd S.

Saurabh Singh TeotiaCommented:
In Pivot if the dates are in proper dates you can group them by using pivot functionality only...

Refer to following link for more details..


Experts Exchange Solution brought to you by

Your issues matter to us.

Facing a tech roadblock? Get the help and guidance you need from experienced professionals who care. Ask your question anytime, anywhere, with no hassle.

Start your 7-day free trial
ProfessorJimJamMicrosoft Excel ExpertCommented:
please find attached.

when you create the pivot table put the date column in Row Label and then go to Pivot table contextual tab which is "PivotTable Tools"  remmeber this contextual tab is only shown in the ribbon if you select anywhere in the pivot table. otheriwse you will not see it.

then select "option" which is under the "PivotTable Tools"  then click Group Selection while the active cell is the any cell in the Row label data. then you will see the box select months and years and click OK and here you go . you did it

practice in the attached file. there is one made already and one which is ready for you to make.

also remember important point, if your original source column that has dates has any blank cell then the grouping will not work. so you better replace the blank data with some dummy number, for the sake of the pivot table grouping to work.

let me know how it works.
NorieAnalyst Assistant Commented:
Add the date field as column field in the pivot table.

Right click the date field in the pivot table, select Group... and select Months and Years from the By list.
It's more than this solution.Get answers and train to solve all your tech problems - anytime, anywhere.Try it for free Edge Out The Competitionfor your dream job with proven skills and certifications.Get started today Stand Outas the employee with proven skills.Start learning today for free Move Your Career Forwardwith certification training in the latest technologies.Start your trial today
Microsoft Excel

From novice to tech pro — start learning today.