Now we have our sales numbers grouped by Month & Years, notice that we can improve the formatting by following the steps below: *** Watch our video and step by step guide below on Pivot Table date grouping by month with free downloadable Excel workbook to practice *** Want to know How To Group Dates in Pivot Table by Month ? In the data below, you can see that there are two columns: one that contains the transaction date of the sale, and the second column contains the total sales amount for a particular date. Group Dates in Pivot Table by Month & Year Group Dates in Pivot Table by Month & Year.In this article, we will be covering the following topics in detail: Thankfully there is the Pivot Table way (I wish I had known this back then), which is quick and reduces the risks of making any errors….ah yeah & I almost forgot, it is also easy to add new data to your sales report with a simple Refresh! Then manually grouping them together to get the total sales numbers for each month.Extracting the month and year from each transactional date.
Group Dates in Pivot Table would take a ton of effort using Formulas: Before I was a Pivot Table guru, I had to get individual rows of daily sales and group them into a report showing the monthly sales during the year.
