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How to group date by month/year/quarter in pivot table in Excel?

In Excel, if the data in a pivot table includes date, and have you tried to group the data by month, quarter or year? Now this tutorial will tell you how to group date by month/year/quarter in pivot table in Excel.

Group date by month/year/quarter in pivot table


arrow blue right bubble Group date by month/year/quarter in pivot table


There is a Group function in pivot table, you can apply it to group data as your need.

1. Select the data range you need, and click Insert > PivotTable > PivotTable. See screenshot:

doc-group-by-month-1

2. Check the option you need in the Choose where you want the PivotTable report to be placed section. See screenshot:

doc-group-by-month-2

3. Click OK to create the pivot table. And in the PivotTable Field List, drag the field to the areas you need, and make sure the Date label is in Row Labels list. See screenshot:

doc-group-by-month-3

4. Then go to the pivot table, right click anywhere under the Row Labels head, and select Group. See screenshot:

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5. In the Grouping dialog, select the grouping criteria from the By list. Here I select Month. See screenshot:

doc-group-by-month-5

6. Click OK to apply the function. Now you can see the data is grouped by month.

doc-group-by-month-6


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  • To post as a guest, your comment is unpublished.
    one user · 4 months ago
    I was searching on how to do that, thanks
  • To post as a guest, your comment is unpublished.
    Ben · 5 months ago
    Thank you so much!!! :D
  • To post as a guest, your comment is unpublished.
    Nathália · 9 months ago
    Thank you very much...help me a lot!!!!
  • To post as a guest, your comment is unpublished.
    Khalid Shah · 1 years ago
    I have date wise sales data from 01-01-2015 to 0-04-2018. How can i group it as
    1st to 10th of every month
    11th to 20th of every month
    21st to 31st of every month

    Thanks.
  • To post as a guest, your comment is unpublished.
    Jeroen · 1 years ago
    Thanks, great help. Now it groups values from January 2018 in the sale column as January 2017. Is there a way to have the year included in the grouping?
    • To post as a guest, your comment is unpublished.
      Butchamon · 11 months ago
      The group dialog is multi select, make sure year and month are selected.