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Pivot tables · Grouping
Grouping dates
Rolls daily dates up into months, quarters, and years.
When to use it
Grouping rolls daily dates up into months, quarters, and years. Newer Excel does it automatically when a date field is added to Rows.
The shape of it
- How
Right-click a date in the row area, Group, pick the levels. Newer Excel groups dates automatically.
Worked examples
Months and years
Right-click a date in Rows, Group, select Months and Years, OK → Dates rolled up with Years above Months
Monthly reporting.
Weeks
Group, Days, Number of days 7 → Weekly buckets starting from the first date
Weeks.
Ungroup
Right-click, Ungroup → Back to individual dates
Undo the grouping.
Worth knowing
- Always group Years with Months or Januaries from different years merge.
- Grouping adds Years and Quarters fields you can use as columns.
- Fiscal years need a helper column in the source.
Where it goes wrong
- Text dates cannot be grouped: "Cannot group that selection".
- Blank dates in the source block grouping.
Related
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