All articles with 'group by quarter' Tag

Quarterly totals when you have multi-year data [SUMPRODUCT again]

Published on Apr 30, 2010 in Excel Howtos, Learn Excel
Quarterly totals when you have multi-year data [SUMPRODUCT again]

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, … […]

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Find Quarterly Totals from Monthly Data [SUMPRODUCT Formula]

Published on Apr 29, 2010 in Excel Howtos, Learn Excel
Find Quarterly Totals from Monthly Data [SUMPRODUCT Formula]

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 […]

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Quarterly & Half-Yearly Profit Loss Reports [Part 5 of 6]

Published on Mar 24, 2010 in Learn Excel, Pivot Tables & Charts
Quarterly & Half-Yearly Profit Loss Reports [Part 5 of 6]

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…,

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