From the course: Excel 2013 Essential Training

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Grouping by date and time

Grouping by date and time - Microsoft Excel Tutorial

From the course: Excel 2013 Essential Training

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Grouping by date and time

In this worksheet called DateGrouping, we see a Pivot Table with the date field in the Row Labels area and this is not a very compact Pivot Table. There are no restrictions on how big a Pivot Table might be, but this is not much of a summary hare. We're seeing the breakout day by day over a two-year period on any day where there was any sale. Let's compact this. If we have date entries and all of our date entries are valid, we can simply Right-Click on one of these date entries and choose Group. Excel recognizes the data as date typed data. It suggests possible months. Let's go with that and see what happens, click OK. And immediately, we're seeing a summary by months. Now, remember this is a two-year period, so this might not be quite what we're aiming for and yet you can see pretty quickly how this summary is practically instantaneous. We've got totals by month covering a two-year period across the different regions here. Let's Right-Click on one of the months here, chose Group…

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