Whatever you want to 'group'on. Insert a pivot table. Note I don't think you need to go grouping things following the pivot. Reading the above, the Pivot table needs a column with month to select on. Figure 7- Grouping Dialog box . (3.) Then, select the date column you want to group by; (4.) 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. Here is the Sales Register containing columns of Date, Branch, customer name, item, quantity sold, selling price and sales amount of around 50 line item. Images in this article were taken using Excel 2013 on the Windows 7 OS. Right-Click on any cell within the Dates column and select Group from the fly-out list. Drag the date field in the rows label or columns label. Back in the days of Excel 95, if you wanted to replace the daily dates with months, you had to resort to inserting a new column in your source data with the day() function. Case 2: Pivot Table report based on Power Pivot data. So I needed an extra column with =month… My Pivot Table aren't sorting my dates chronologically. Click the Group Field icon in the Options tab. At last, choose a location where to output the Pivot Table, you can put the pivot table into a new worksheet or a cell of the current worksheet as you need. Let’s understand how to convert dates into months/ quarters/ years in pivot table with example. The first solution is to create fields (columns) in the source data range with the various groups for Year, Quarter, Month, Days, etc. First we add our Table data to Power Pivot the easiest way we can, by using the Add to Data Model command on the Power Pivot tab. Date Total Revenue 10-Aug $83,004 When I toggle the 'Sort Oldest to Newest' in the pivot table, my dates seem to be sorted alphabetically. Now let’s take the same data, but create a Pivot Table based on Power Pivot. Next, let’s create a Pivot Table. If you move the Month function into a prior sourcetable the PIVOT works. We will click on OK . In my case: date is in B, =month(B2) gives the month. How to create a pivot table in Microsoft Excel. You can see that the table in the Field List has only a Sales Date column, but the PivotTable is now sorted by month – Excel interprets the dates and provides this ability to group by different time periods. If your data spans more than one year, it is crucial that you also select years. Step One: Group your PivotTable by Month. 3. We will click on any cell within the Pivot Table; We will right-click and click on GROUP . I explain this in detail in my article on Grouping Dates in a Pivot Table VERSUS Grouping Dates in the Source Data. The Grouping dialog defaults to selecting months. Then select Month in the dialog box. This gets the data into Power Pivot. When you add a date field to your Pivot Table, Excel automatically groups the dates into a hierarchy, such as years and months. 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