You have a PivotTable with a date field and want to choose whether to group calculations by year, quarter, month, and so on.
Solution
By default, Excel automatically groups any date or time fields you use for its rows and columns. For example, if you have a PivotTable with a date field and you add the field to the PivotTable Fields pane’s Rows section, Excel automatically groups its values by year, quarter, and month. Similarly, if you add a time field to the Rows section, Excel automatically groups its values by hour.
Tip
Turn off automatic grouping for date/time fields in Excel for Windows by choosing File ⇒ Options ⇒ Data and unchecking the “Disable automatic grouping of Date/Time columns in PivotTables” option. If you’re using Excel for Mac, you can find this option by choosing Excel ⇒ Preferences ⇒ Tables & Filters.
Once you’ve added a date/time field to the PivotTable, you can manually adjust how it’s grouped. Select one of the date/time cells, choose PivotTable Analyze ⇒ Group ⇒ Group Selection to open the date/time Grouping dialog box, and then select how you want to group the data by clicking—or holding down the Ctrl key and clicking—the relevant options. When you click OK, Excel applies the grouping (see Figure 1).
Figure 1. The Grouping dialog box for date/time fields and the ...
Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month, and much more.
O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.
Julian F.
Head of Cybersecurity
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.
Addison B.
Field Engineer
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.
Amir M.
Data Platform Tech Lead
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.
O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.
