it pulls the data into the pivot as year, and quarter. how do i fix this? To do so, you build a pivot table with dates in the Row area of the pivot table: Select a cell that contains a date. by Avantix Learning Team | Updated November 21, 2020. second screen shot is how i need and it should be pulling the date field data. This data is of 2 years of 2018 & 2019 on a daily basis we need to summarize this data to get monthly sales values, so we need to extract month & year from the dates to analyze the sales on a monthly and yearly basis. the original table only has 'Date' (not months). To group the Date field by days, months, quarters, and years: 1. Step 2: In Grouping window, uncheck Years (which is selected by default), then select Months, then click OK. Here, since you want to group on Year as well as Month, you must select both "Year" as well as "Months… first screen shot is how it's pulling the date field. Step 3: Verify that date is grouped by Months properly. By default the Pivot table looks as shown in this pic. Step 5: Click OK on above screenshot. Pivot tables have a built-in feature to group dates by year, month, and quarter. Setting up the Data. You will get a pop-up as shown in pic below. Drag the Date field from Page (the fields in the top left corner) to Row (to the left of the data area). Group Dates by Months. Right-click, select Group and Show Detail from the shortcut menu, and then select Group… 3. Excel reports daily dates. To demonstrate this example, we have prepared a sample data that you can download the use the same to practice with us. This is the number of records that occur for each color in a given year. excel 2010 pivot table group by month, excel 2016 pivot table group by month, how to convert dates into months in pivot table, pivot table group dates by month and year, pivot table group dates by month excel 2010, ungroup dates in pivot table Re: Pivot Table - Date - Group by Month does not work @Detlef Lewin I was trying to apply your solution, when suddenly the pivot table itself divided my date into months: The problem is, I have no idea how I did this. when i create a pivot table and select the date field, it doesn't pull the data in as Dec 12, 2018, etc. Notice that in Excel 2016 (the version that I am using) it will automatically Group the Order Date into Years & Quarters:. See screenshot below. Applies to: Microsoft ® Excel ® 2013, 2016, 2019 and 365 (Windows). Click the Group Field icon in the Options tab. The steps below will walk through the process of Grouping Pivot Table Data by YEAR. Step 4: Repeat step#2, this time you can check on both Year and Month to see the difference. The Grouping dialog defaults to selecting months. Group Dates in an Excel Pivot Table by Month and Year. Figure 1- How to Group Pivot Table Data by Year. If you have valid dates entered in your source data, you can group by month, year or other date period in a pivot table in Excel. Strategy: You can group daily dates to show year, quarter, and month. Now click on any one of the date in the pivot table and then right click and select "Group". We will open a New excel sheet; We will input dates when sales were made in Column A and the corresponding Sales Amount in Column B; Figure 2- Setting up the Data Due to length limit, only part of table is displayed in below screenshot. 2. STEP 1: Insert a new Pivot table by clicking on your data and going to Insert > Pivot Table > New Worksheet or Existing Worksheet STEP 2: In the ROWS section put in the Order Date field. 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