Skip to main content

Explore the new, free version of Kutools for Outlook today!

 

How to group data by half a year in Excel PivotTable?

Author: Sun Last Modified: 2020-11-19

As we know, the PivotTable can help us to analyze data more efficiently, and also can group data by year/month/day. However, have you ever tried to group data by half a year as below screenshot shown in Excel PivotTable?
doc group by half a year pivottable 1

Group data by half a year in Excel PivotTable

Group data by half a year with Kutools for Excel

Group data by half a year in Excel PivotTable

Please follow below to group data by half a year steps by steps:

1. Select the data and click Insert > PivotTable. Then in the Create PivotTable dialog, select the option to place pivot table in a new sheet or existing sheet.

doc group by half a year pivottable 2 doc arrow doc group by half a year pivottable 3

 

2. Click OK. Now the PivotTable Fields pane is displayed, add Year and Month into Rows section, the Sales into Values section.
doc group by half a year pivottable 4

3. Then in the PivotTable, manually select the first half year (Jan-Jun), right click to select Group in the context menu, then select second half year (Jul-Dec), right click to select Group.
doc group by half a year pivottable 5   doc group by half a year pivottable 6

Now the pivot table data has been grouped into two groups.
doc group by half a year pivottable 7

4. Then go to the PivotTable Fields pane, uncheck Month in the Fields list.
doc group by half a year pivottable 8

5. Then go to PivotTable, select the Group1, then rename it in the formula bar.
doc group by half a year pivottable 9

Repeat this step to rename Group2 (Here I rename the Group1 and Group2 as First half year and Second half year separately).

Now the data has been grouped by half a year.
doc group by half a year pivottable 10

Group data by half a year with Kutools for Excel

If the data is list as below, you can use the PivotTable Special Time Grouping feature of Kutools for Excel to quickly group data by half year.
doc group by half a year pivottable 10

Kutools for Excel, equipped with AI 🤖, offers over 300 handy features to simplify your tasks.

After free installing Kutools for Excel, please do as below:

1. Select the data range, click Kutools Plus > Pivot Table > PivotTable Special Time Grouping.
doc group by half a year pivottable 10

2. In the PivotTable Special Time Grouping dialog, check Half year in the Group By section, and in the Please select a Date column, choose the column that contains the dates that you want to group by half year, then choose a location to place the new PivotTable.
doc group by half a year pivottable 10

3. Then in the popping PivotTable Fields pane, specify the settings as below.
doc group by half a year pivottable 10

Best Office Productivity Tools

🤖 Kutools AI Aide: Revolutionize data analysis based on: Intelligent Execution   |  Generate Code  |  Create Custom Formulas  |  Analyze Data and Generate Charts  |  Invoke Kutools Functions…
Popular Features: Find, Highlight or Identify Duplicates   |  Delete Blank Rows   |  Combine Columns or Cells without Losing Data   |   Round without Formula ...
Super Lookup: Multiple Criteria VLookup  |   Multiple Value VLookup  |   VLookup Across Multiple Sheets   |   Fuzzy Lookup ....
Advanced Drop-down List: Quickly Create Drop Down List   |  Dependent Drop Down List   |  Multi-select Drop Down List ....
Column Manager: Add a Specific Number of Columns  |  Move Columns  |  Toggle Visibility Status of Hidden Columns  |  Compare Ranges & Columns ...
Featured Features: Grid Focus   |  Design View   |   Big Formula Bar   |  Workbook & Sheet Manager   |  Resource Library (Auto Text)   |  Date Picker   |  Combine Worksheets   |  Encrypt/Decrypt Cells   |  Send Emails by List   |  Super Filter   |   Special Filter (filter bold/italic/strikethrough...) ...
Top 15 Toolsets:  12 Text Tools (Add Text, Remove Characters, ...)   |   50+ Chart Types (Gantt Chart, ...)   |   40+ Practical Formulas (Calculate age based on birthday, ...)   |   19 Insertion Tools (Insert QR Code, Insert Picture from Path, ...)   |   12 Conversion Tools (Numbers to Words, Currency Conversion, ...)   |   7 Merge & Split Tools (Advanced Combine Rows, Split Cells, ...)   |   ... and more

Supercharge Your Excel Skills with Kutools for Excel, and Experience Efficiency Like Never Before. Kutools for Excel Offers Over 300 Advanced Features to Boost Productivity and Save Time.  Click Here to Get The Feature You Need The Most...

Office Tab Brings Tabbed interface to Office, and Make Your Work Much Easier

  • Enable tabbed editing and reading in Word, Excel, PowerPoint, Publisher, Access, Visio and Project.
  • Open and create multiple documents in new tabs of the same window, rather than in new windows.
  • Increases your productivity by 50%, and reduces hundreds of mouse clicks for you every day!