How to Group Dates Together in a Pivot Table in Excel

In: BlogDate: Aug 24, 2020By: Claire Lickman

Pivot Tables are a fantastic way to make sense of complex tables of data. In this two-minute video, Nicky explains how your Pivot Tables can show group your data by Month and Year with just a few clicks.

Hi, we are Happy

We are leading a movement to create happy, empowered and productive workplaces.

How can we help you and your people to find joy in at least 80% of your work?

More about Happy

How to Group Dates Together in a Pivot Table

 

In Excel, you can use Pivot Tables to group together your tables of data by the categories you choose. This can help you to find meaningful information and spot the trends used when making decisions.

One of the ways that you can group your Excel data is by month if you have a Date field. By clicking inside your Pivot Table and going to the Analyse tab then clicking on Group Selection, you can choose how to group and view your data. But don't forget — when grouping by Month, data from every year will be grouped together, so if you want to see your data grouped by month and year, you must select both options.

Related blogs

Why not sign up to our newsletter?

Sign up to our monthly newsletter, full of tips, tricks and news to help you to be happier and more productive at work.

Sign up here

Learn More Pivot Table Tips in Our Online Training Courses

We offer several 90-minute online workshops that cover creating and using Pivot Tables in Excel to help you to make the most from your data.

Pivot Tables and Charts — This session will help you take large sets of data and quickly analyse them using the Pivot Table and Chart tools. We'll show you how to pick the right headings to ask meaningful questions of your data and how to edit a Pivot Table so it shows exactly the information you need.

Data Tidying — If you work with data that you want to analyse or create Pivot Tables in but it needs tidying in order to give you the information you need, this is the session for you.

We use GoToTraining to run our online IT sessions. Each one is full of interaction with your trainer and other learners — just like our classroom training sessions.

Visit our Intermediate Excel Level 2 Pivot Tables and Pivot Charts sessions page to learn more

 

Why learn online with Happy?

  • Interactive and engaging - just like our classroom sessions
  • Bitesize or full-day sessions - fit around your schedule
  • Learn from home - all you need is a quiet place to call from and an internet connection
  • IT Helpline - 2 years of free support after your course
  • No quibble money-back guarantee

Claire Lickman

Claire is Head of Marketing at Happy. She has worked at Happy since 2016, and is responsible for Happy's marketing strategy, website, social media and more. Claire first heard about Happy in 2012 when she attended a mix of IT and personal development courses. These courses were life-changing and she has been a fan of Happy ever since. She has a personal blog at lecari.co.uk.

More by Claire

Testimonials from happy customers