I explain this in detail in my article on Grouping Dates in a Pivot Table VERSUS Grouping Dates in the Source Data. Normal Pivot Table Wizard Result. Drag the date field in the rows label or columns label. We will click on OK . Right-Click on any cell within the Dates column and select Group from the fly-out list. How to create a pivot table in Microsoft Excel. Figure 7- Grouping Dialog box . Next, let’s create a Pivot Table. Excel displays the Grouping dialog. You can see that the table in the Field List has only a Sales Date column, but the PivotTable is now sorted by month – Excel interprets the dates and provides this ability to group by different time periods. To do so, you build a pivot table with dates in the Row area of the pivot table: Select a cell that contains a date. Grouping the Pivot Table Data by Month rather than Date. When you add a date field to your Pivot Table, Excel automatically groups the dates into a hierarchy, such as years and months. We will click on any cell within the Pivot Table; We will right-click and click on GROUP . The Grouping dialog defaults to selecting months. So I needed an extra column with =month… We will select the fields we want to add to the Pivot Table (Dates and Sales) Figure 5- Created Pivot Table. Then, select the date column you want to group by; (4.) If you move the Month function into a prior sourcetable the PIVOT works. In my case: date is in B, =month(B2) gives the month. Case 2: Pivot Table report based on Power Pivot data. Reading the above, the Pivot table needs a column with month to select on. Date Total Revenue 10-Aug $83,004 Now let’s take the same data, but create a Pivot Table based on Power Pivot. Here is the Sales Register containing columns of Date, Branch, customer name, item, quantity sold, selling price and sales amount of around 50 line item. This basic pivot tables has dates going down the side, regions going across the top. Back in the days of Excel 95, if you wanted to replace the daily dates with months, you had to resort to inserting a new column in your source data with the day() function. Let’s understand how to convert dates into months/ quarters/ years in pivot table with example. Click the Group Field icon in the Options tab. ... To get started, right-click the date column in the PivotTable. 3. My Pivot Table aren't sorting my dates chronologically. To follow using our example data, download Group PivotTables by Month.xlsx. If your data spans more than one year, it is crucial that you also select years. Step One: Group your PivotTable by Month. See how to stop pivot table date grouping in the latest versions of Excel, and a couple of workarounds for Excel 2016. You can use a different criteria, like week or fridays. The following screenshots show the Grouping dialog box and the effect of grouping by months. This gets the data into Power Pivot. Figure 6- Pivot Table. At last, choose a location where to output the Pivot Table, you can put the pivot table into a new worksheet or a cell of the current worksheet as you need. When I toggle the 'Sort Oldest to Newest' in the pivot table, my dates seem to be sorted alphabetically. The first solution is to create fields (columns) in the source data range with the various groups for Year, Quarter, Month, Days, etc. First we add our Table data to Power Pivot the easiest way we can, by using the Add to Data Model command on the Power Pivot tab. Then select Month in the dialog box. Images in this article were taken using Excel 2013 on the Windows 7 OS. Note I don't think you need to go grouping things following the pivot. (3.) Whatever you want to 'group'on. Insert a pivot table. Or John, Doe, Foo or bar. And Sales ) Figure 5- Created Pivot Table ; we will right-click click... 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