POWER USER PRO TIP

Grouping Dates with Pivots

To those of you who have ever worked with date fields in a PivotTable, I feel your pain. Sometimes they seem to have a mind of their own; automatically grouping when you don’t want them to, creating new fields that you don’t need, changing formats unexpectedly, and so on…

In this tip we’ll demystify the process of grouping and ungrouping dates, adjust Excel’s default behavior, and explore some alternative approaches to group dates outside of the PivotTable.

COMMON USE CASES:

  • Rolling up daily data to analyze trends by month or quarter
  • Creating high-level summary tables or charts from granular source data

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