I suggest reading beginners guide to excel pivot tables, working with dates & times in excel. Related Articles on Pivot Tables and Dates: Meanwhile, share your tips, experience and ideas using comments. I will learn new things and share them with you as we go along. I am finding numerous possibilities with the group / un-group feature of pivot tables. Tell us how you use the group / un-group feature in pivot tables? And it is dynamic, ie, if you expand a group in the pivot table, the chart gets updated and shows more details. you can collapse all quarters and just expand Q2 to understand why the sales went up.Īnother useful feature of these collapse / expand buttons in pivot tables is that, when you make a pivot chart, the collapsed groups are collapsed in the pivot chart too. Using this feature, you can easily deep dive in to a particular group to do further analysis. When you group pivot reports by more than one “group by” you will see a little icon with + or – sign to expand or collapse the groups. Select “hour” in the “group by” option.Ĭollapsing & Expanding Pivot Table Groups:.To group the pivot table dates by hour of the day: Enter the number of days as “7” to group your pivot report by week.Īssuming your data has dates along with the actual transaction time, you might want to analyze the sales by hour of day, to find out say “if one product is selling more than other during certain hours”. When you do this, the “number of days” box will be enabled. Select “day” in the “group by” option.Select both “month” and “quarter” in the “group by” option, Click ok.To group the pivot tables by Quarter and Month, Here are some special cases and how to get the grouping in pivot tables. While the above example is simple, there are various things you can do when you are grouping data in pivot reports. ![]() Special cases for grouping dates in pivot tables I have made a small screen-cast to show how this can be done. ![]() No more than 3 seconds and you are ready analyze the data by month and find trends. Presto! your data is grouped by month.In the group dialog box, select “Months” for group by option. ![]() Now select any transaction date, right click and select “Group”.First make a pivot table with Sales person as column header, Transaction date as row header and “total units” as pivot values.To show “Total units sold by salesperson in each month” in pivot table Let us say you have a sales transaction database like this: In this online lesson on pivot tables, I will teach you how to group dates in pivot tables to analyze the data by month, week, quarter or hour of day. Do you know you can group dates in pivot tables to show the report by week, month or quarter? I have learned this trick while doing analysis on a pivot table today.
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