In the data below, you can see that there are two columns: one that contains the transaction date of the sale, and the second column contains the total sales amount for a particular date. Group Dates in Pivot Table by Month & Year
In this article, we will be covering the following topics in detail: Thankfully there is the Pivot Table way (I wish I had known this back then), which is quick and reduces the risks of making any errors….ah yeah & I almost forgot, it is also easy to add new data to your sales report with a simple Refresh!
Then manually grouping them together to get the total sales numbers for each month.Extracting the month and year from each transactional date.Group Dates in Pivot Table would take a ton of effort using Formulas: Before I was a Pivot Table guru, I had to get individual rows of daily sales and group them into a report showing the monthly sales during the year.
