PivotTable Month Groups Article

PT Figure 3 by Jeff Lenning
Did you know that PivotTables can automatically group date fields by month? And by quarter and year? This date group capability makes it easy to summarize data in monthly columns without writing a single formula. Check out my recent California CPA Magazine article for the details.




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Jeff Lenning

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  1. Amar Nath Verma on May 7, 2015 at 10:08 am

    Hi Sir, i am your fan of your site. I am learn may think of your site, one think or tell me if i group date field in year and quarter in india accounting year start Apr, this is Qtr 1 but excel pivot table so Qtr 2 how to solve this problem Qtr2 to change qtr1.

    • jefflenning on May 14, 2015 at 12:25 pm


      There are a couple options that come to mind. One is to manually rename the labels by typing Q2 into the default Qtr1 cell. This label change is retained on refresh. Another way to do this is to define your own quarter groups, rather than using the built-in calendar year groups, by using a mapping table. This approach is discussed here:

      Hope these ideas help!


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