Excel Pivot Tables: How to Group Dates into Years and Months


How to arrange data from date to month wise and year wise in Pivot Tables?

    Mostly data everyone have with date but whenever we want to make a summary sheet then we need data in month wise so you will learn hear about How to arrange data from date to month wise and year wise in Pivot Tables?

Start With Pivot Table Creation: First of all we need to create a Pivot Table. So let start to create new Pivot table, First of all we need row data by which we can create a Pivot Table.

Steps To Create a Pivot Table:

Step:1- Click on Pivot Table option in Insert Menu then a doted running line will be appear around all row data and a dialog box will also appear having range of our data as given blow picture:

Pivot Table



After Click on Pivot Table, Dialog Box have Two options as 1- Choose the data that you want to analyze, 2- Choose where you want the Pivot Table report to be placed.

1- Choose the data that you want to analyze

Hear first option Select a table or range have range of our data selection and we can change or add the range of data by click on radio button of use an external data source option. 

Select a table or range option ever selected by default but if we need to add external range then we can click on radio button of use an external data source option.

2- Choose where you want the Pivot Table report to be placed

Hear New Work Sheet option already selected by default, it mean new Pivot Table will be insert on new worksheet. if we need to insert Pivot Table on existing worksheet then we can click on radio button of Existing Worksheet option.   

After Creation of new Pivot Table. We need to arrange our data in Month wise and Year wise.          

Simply create a pivot table by drag and drop fields in blow labels, 

 

Pivot Table

Drag main heading from all field and drop in row label and drag value from all field and drop in to value (Sigma) Box then drag date field and drop to column label


Pivot Table
Select date row then right click by mouse, You will see a drop down list as blow, Click on Group option

Pivot Table
After click on group option, You will see as blow dialog box, select month and year both options then press ok button as down blow. 
Pivot Table
Finally you will get your data in month wise as showing blow. 

Pivot Table