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. 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.
Let us say you have a sales transaction database like this:
To show “Total units sold by salesperson in each month” in pivot table
- First make a pivot table [video tutorial] with Sales person as column header, Transaction date as row header and “total units” as pivot values.
- Now select any transaction date, right click and select “Group”
- In the group dialog box, select “Months” for group by option. Press ok.
- Presto! your data is grouped by month. No more than 3 seconds and you are ready analyze the data by month and find trends.
I have made a small screen-cast to show how this can be done. See it here:
Special cases for grouping dates in pivot tables
While the above example is simple, there are various things you can do when you are grouping data in pivot reports. Here are some special cases and how to get the grouping in pivot tables.
Group by Quarter & Month:
To group the pivot tables by Quarter and Month,
- Select “group” option.
- Select both “month” and “quarter” in the “group by” option, Click ok.
Group by Week:
To group the pivot table dates by week,
- Select “group” option
- Select “day” in the “group by” option. When you do this, the “number of days” box will be enabled. Enter the number of days as “7” to group your pivot report by week.
Group by Hour of the day:
Assuming 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”.
To group the pivot table dates by hour of the day:
- Select “group” option
- Select “hour” in the “group by” option.
Collapsing & Expanding Pivot Table Groups:
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. Using this feature, you can easily deep dive in to a particular group to do further analysis. For eg. you can collapse all quarters and just expand Q2 to understand why the sales went up.
Another 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. And it is dynamic, ie, if you expand a group in the pivot table, the chart gets updated and shows more details.
Tell us how you use the group / un-group feature in pivot tables?
I am finding numerous possibilities with the group / un-group feature of pivot tables. I will learn new things and share them with you as we go along. Meanwhile, share your tips, experience and ideas using comments. I would love to learn from you.
Related Articles on Pivot Tables and Dates:
I suggest reading beginners guide to excel pivot tables, working with dates & times in excel.
29 Responses to “You are invited [personal]”
Dear Sir,
This is to just Wish the kids a Happy birthday in Advance.May Almighty bless them all strength,Success
Dear Chandoo,
My best wishes to your child.I had become regular visitor of your site and finally today it made me to post a comment...
Best wishes from my end! Dont think it would be possible to personally come .. but my best wishes would always be there!! 🙂
Chandoo, thank you for the kind invitation. I wish a special birthday day for your daughters, Nishanth & Nakshatra. Will you be serving "dudh pakh"?
-bill
What a kind thought to invite us!
I pray your family will be continually blessed.
Thank you very much for the invitation, how I wish Philippines is just a Jeepney ride away from India. Best wishes for your baby girls and more blessings to come.
Hi Chandoo,
Thanks for the invitation ! You treat everyone that comes to your site as part of your family community. Me and my family wishes Nishanth & Nakshatra a very very happy birthday !!
Though physically we cant be with you to celebrate the occasion, you know our blessing are with you !
To be a father is not easy, furthermore you have to be a father to 2 kids !
Francis
Dad of 2 and 9 year old.
Hi Chandoo,
It was very kind of you to invite us all along to the 'Extravaganza'. Like others that have commented here I too, am to far (Australia) to pop over for a piece of cake 🙂 Best wishes to you and your family on such a milestone.
Emma
(soon to be mum of 1!!!)
Dear Chandoo
God bless Nishanth & Nakshatra. Wishing you and your family a very enjoyable first birthday party.
(Father of a 9 month baby... wondering how you manage 2 !!! )
God bless the little ones. Have a blast.
Hi Chandoo
Happy birthday !
Indeed children are a blessing and make our lives much more deeper.
Wow! I wonder how that would look; all those Excel users partying with your cute kids!
Enjoy the festivities and remember; they grow up really fast.
Dear Chandoo,
Thanks for your invitation!
Please accept my wishes for Nishanth & Nakshatra, and a very very happy birthday to both of them.
(Father of a 1 year old baby)
Hi Chandoo,
Thanks for the invitation. Wishing Nishanth and Nakshatra a very happy birthday and God bless all of you!
Howdy Chandoo,
Gosh, would love to attend the birthday party for your little blessings but I live in Dallas, TX. The children are beautiful. Thank you so much for the Excel information, tips, hints, special formulas, etc., you and your children are really a blessing. I look forward to your e-mails and check your web site frequently. Regards, Lynn
Chandoo Garu,
Your kids look adorable. Congratulations. My Aashirwaadam to both of them.
Regards,
Kalyan Verma
@all: Thank you every one for the wishes, blessings and prayers. We are very excited and busy with the birthday preps now. I will share a pic or two when its over... 🙂
Wish you and your entire family all the blessings. May god provide your babies with all the love and charm in the entire universe.
Like Emma I am rather far away (South Africa), but best wishes to you and your family on this special occasion.
(Mother of 7 and grandmother of 5)
Dear Chandoo,
May God Bless your little ones with Good Health... Happy birthday to them from me... Wish i could be there but work doesn't permit me to travel 🙁
And thanks again for treating all of us like your family
Rajatha
Sir.
God bless the two little angels with all the happiness in the world.....
Wishing Nishanth and Nakshatra a very happy first birthday. My youngest has just turned 18, and I wish you and your family every happiness in the exciting journey ahead.
Hi Chandoo,
I'm reading your blog for more than a year now, and i'm very pleased by this invitation.
I wish a very special Happy Birthday to the 2 little ones from Mauritius Island.
If, for any reason, you are coming on the island in the future, feel free to drop me a mail.
Have a nice party, and a nice year to come with Nishanth and Nakshatra.
Happy birthday!
Your babies are beautiful!
This year is not possible for us to attend. My family will be there for your next family party.
Enjoy the cake and dinner
May God Bless your little ones with Good Health… Happy birthday to them from me....I am also the father my little daughter named akanksha, she is 2.5 yrs old,,,,but i am unemployed 2 yrs ,,i know when u become a dad u r many hopes.
Guru
My belated wishes for your kids... I feel sorry for having missed them to wish to the right time.... May almighty shower all his blessings on your family.....
With regards
Chandoo,
Congratulations. Please give you children a big Happy Birthday (one day late) from me. Enjoy, they grow up very fast
Gene
@all.. thanks for the wishes and blessings. We had a fantastic weekend with all the relatives, friends. Kids loved the cake, enjoyed the beach and had fun playing with gifts. Here are some photos..
Chandoo & family - greetings from Ireland, hope you enjoyed the day!