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?
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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.
Right click the date field in the pivot table, select Group... and select Months and Years from the By list.
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.
Book1.xlsx