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

Author Sun Last modified

Excel PivotTables are a powerful tool for data analysis, offering various grouping options such as year, month, and day. But what if you need to group data by half a year? This guide will show you how to achieve that in Excel PivotTable manually or by using Kutools for Excel for quick and easy results.
A screenshot of a PivotTable grouped by half a year in Excel

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 the steps below to group data by half a year step by step:

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.

A screenshot showing the PivotTable option in Excel Insert tab Arrow A screenshot showing the Create PivotTable dialog box in Excel

 

2. Click OK. Now the PivotTable Fields pane is displayed, add Year and Month into Rows section, the Sales into Values section.
A screenshot showing the PivotTable Fields pane with Year, Month, and Sales data

3. Un the PivotTable, manually select the first half of the year (Jan-Jun), right-click and select Group in the context menu. Then, select the second half of the year (Jul-Dec), right-click and select Group.
A screenshot showing how to manually group data for the first half of the year in Excel     A screenshot showing how to manually group data for the second half of the year in Excel

Now the pivot table data has been grouped into two groups.
A screenshot showing grouped data in an Excel PivotTable by half a year

4. Go to the PivotTable Fields pane, uncheck Month in the Fields list.
A screenshot showing the unchecking of Month in the PivotTable Fields pane

5. Go to PivotTable, select the Group1, then rename it in the formula bar.
A screenshot showing how to rename group labels in an Excel PivotTable

Repeat this step to rename Group2. (Here I renamed Group1 and Group2 as "First half year" and "Second half year," respectively.)

Now the data has been grouped by half a year.
A screenshot showing a finalized PivotTable grouped by half a year


Group data by half a year with Kutools for Excel

If the data is listed as shown below, you can use the PivotTable Special Time Grouping feature of Kutools for Excel to quickly group data by half a year.
A screenshot showing a dataset prepared for special time grouping in Excel

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1. Select the data range, click Kutools Plus > Pivot Table > PivotTable Special Time Grouping.
A screenshot showing the Kutools Plus menu for PivotTable Special Time Grouping in Excel

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.
A screenshot of the Kutools dialog box for grouping data by half a year in PivotTable

3. In the popping PivotTable Fields pane, specify the settings as below.
A screenshot showing the final settings for PivotTable Fields pane after grouping by half a year using Kutools

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