How to Group Dates in a Pivot Table Quick and Easy (Example)

As we have talked in previous articles about the tools and advantages that the Excel program offers, today we will talk about the tool with which you can group dates in pivot tables you want using practical methods that will be useful at all times whenever you want to perform different calculations.

Stay with us, and you will learn more about the benefits and advantages of this tool to use in your activities in the case or office.

What is a pivot table?

The pivot table is a tool used to simplify data that is in a spreadsheet, which contains alphanumeric study information. The best thing about this is that it can be changed easily and quickly to see the data in a different way, making this a versatile tool that can be updated automatically if we work on it.

You group and ungroup data in the pivot table

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Grouping data in a pivot table, it can help to reflect a subset of data to analyze, such as: you may want to group a list of date or times, that is: date and time fields in the pivot table in months and quarters.

Excel color cells

To group the data, we are going to follow the following steps to reflect it in a spreadsheet in Excel like these steps:

  • In the pivot table, you will proceed to right-click a value randomly and then select the ‘Group’ option.
  • Once this is done, in the ‘Group’ box, select the ‘From and To’ boxes to edit the values ​​(the latter, if you wish).
  • Finally, in the option ‘By’, select a period of time that you determine and for the numeric fields, indicate an interval and to finish select ‘OK’ and you will be able to observe the result automatically.

Now the selected elements will be grouped; this is why hold down the ‘CTRL’ key and select two or more values ​​that you need, then click with the right mouse button and select ‘Group’ in this way the data will be grouped, leaving you the data that you can present in a dynamic table with graphs.

Otherwise, since the objective is to ungroup these selected data, we will click the right button of the mouse on an element of the group and then with selecting the option ‘Ungroup’, it automatically reverts the action previously performed.

Group by dates in a pivot table

Now let’s move on to how to group a pivot table by dates, just by following a few simple steps that will allow us to learn it easily.

Let’s take as an example, that they have given us some data that contains the sales of December 2018 and January 2019 and we create a dynamic table based on the data that they have given us and we obtain as a result in the data range, the same source data, This is because we have not yet grouped the dates, so no differences are perceived.

To perform grouping by dates in a pivot table; We must click with the right button of the mouse in any cell of the column (within the spreadsheet) of dates and select the menu option ‘Group’ and the dialog box ‘Group’, on our computer screen.

create dynamic table dates

In this dialog box, you must select the options ‘Months and Years’ so that the pivot table makes a distinction between the months of the year 2018 and 2019 in question. Following this, click on the button in the ‘Accept’ dialog box that is located in the lower right part of it and you will see that they have been grouped by date.

Now, do we want to ungroup the data? You just have to click with the right button of the mouse, in one of the cells in the column of ‘Dates’ and followed by this, select the option ‘Ungroup’ and the spreadsheet is reverted to the original state.

With these practical and simple steps, you can group and ungroup the data you want to carry out studies or work, delivering the assigned work on time. Avoiding setbacks or problems in handling dynamic tables.

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