From the course: Excel: PivotTable Tips

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Grouping dates

Grouping dates - Microsoft Excel Tutorial

From the course: Excel: PivotTable Tips

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Grouping dates

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- [Instructor] This next pro tip is a popular one because it's a very common topic that I hear about all the time, which is how do I group my dates or how do I handle my date-specific fields within my PivotTables? Now, pivots, by default, do include standard tools for grouping date fields. You can turn days into months or quarters or years, etc. Sometimes your dates will automatically group and sometimes they won't. This depends on your Excel settings. I'm going to show you how we can head to our options menu to see whether or not that automatic date grouping feature is enabled. For this demo, we're going to be working with movie title release dates, which is obviously at the day level. I'm going to show you two approaches. First, we're going to show how to automatically group those dates by adjusting our settings and then we're going to right-click and manually drill into those grouping options. In this case, we're grouping dates by months, quarters, and years. And when we do that…

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