All articles with 'group by quarter' Tag

In yesterdays post – Find Quarterly Totals from Monthly Data, we have learned how to use SUMPRODUCT formula to find totals by Quarter from a set of monthly values. The approach is fine, but has one glaring draw back. It only works when you have data for one year. In that post, Martin said, … […]

Here is a problem we face very frequently. You have a list of values by months. And you want to find out the totals by Quarter. How do you go about it? There are 2 options: You can make a pivot report from the data and then group dates in that to find totals by […]

This is continuation of our earlier post Exploring Pivot Table P&L Reports.

We have learned how to change our P&L report on various data elements. We have seen how the P&L report can be changed with just few clicks.

In this post we will be learning some grouping tricks in PivotTables. We will cover grouping of dates, text fields and numeric fields. You will need to start with Monthly P&L report prepared in previous post. We will also learn some really clever tricks and hacks on how to group data in Pivot Tables. So read on…,