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. Reading the above, the Pivot table needs a column with month to select on. How to create a pivot table in Microsoft Excel. The first solution is to create fields (columns) in the source data range with the various groups for Year, Quarter, Month, Days, etc. 3. Figure 6- Pivot Table. When you add a date field to your Pivot Table, Excel automatically groups the dates into a hierarchy, such as years and months. This gets the data into Power Pivot. Step One: Group your PivotTable by Month. Insert a pivot table. 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. Images in this article were taken using Excel 2013 on the Windows 7 OS. Next, let’s create a Pivot Table. Drag the date field in the rows label or columns label. My Pivot Table aren't sorting my dates chronologically. You can use a different criteria, like week or fridays. If your data spans more than one year, it is crucial that you also select years. Or John, Doe, Foo or bar. Date Total Revenue 10-Aug $83,004 We will select the fields we want to add to the Pivot Table (Dates and Sales) Figure 5- Created Pivot Table. We will click on any cell within the Pivot Table; We will right-click and click on GROUP . Then, select the date column you want to group by; (4.) (3.) To follow using our example data, download Group PivotTables by Month.xlsx. Then select Month in the dialog box. 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. So I needed an extra column with =month… 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. This basic pivot tables has dates going down the side, regions going across the top. Let’s understand how to convert dates into months/ quarters/ years in pivot table with example. Case 2: Pivot Table report based on Power Pivot data. See how to stop pivot table date grouping in the latest versions of Excel, and a couple of workarounds for Excel 2016. If you move the Month function into a prior sourcetable the PIVOT works. Now let’s take the same data, but create a Pivot Table based on Power Pivot. Excel displays the Grouping dialog. The following screenshots show the Grouping dialog box and the effect of grouping by months. Figure 7- Grouping Dialog box . When I toggle the 'Sort Oldest to Newest' in the pivot table, my dates seem to be sorted alphabetically. In my case: date is in B, =month(B2) gives the month. The Grouping dialog defaults to selecting months. 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. 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