How to Group Dates Together in a Pivot Table in Excel

Pivot Tables are a fantastic way to make sense of complex tables of data. In this two-minute video, Nicky explains how your Pivot Tables can show group your data by Month and Year with just a few clicks.

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In Excel, you can use Pivot Tables to group together your tables of data by the categories you choose. This can help you to find meaningful information and spot the trends used when making decisions.

One of the ways that you can group your Excel data is by month if you have a Date field. By clicking inside your Pivot Table and going to the Analyse tab then clicking on Group Selection, you can choose how to group and view your data. But don’t forget — when grouping by Month, data from every year will be grouped together, so if you want to see your data grouped by month and year, you must select both options.

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Claire is Head of Marketing at Happy. She has worked at Happy since 2016, and is responsible for Happy’s marketing strategy, website, social media and more. Claire first heard about Happy in 2012 when she attended a mix of IT and personal development courses. These courses were life-changing and she has been a fan of Happy ever since. She has a personal blog at lecari.co.uk.