Updating a pivot table
You can both (i) add the Date Field to the Rows or Columns Area, and (ii) automatically group the Date Field in a single step.In this case, I add the Date Field to the Columns Area. Notice that, in this case, Excel displays the data at the higher-level date. Once I expand the groups, the Pivot Table looks as in the screenshot below.It displays the Sum of Units Sold and Sum of Sales Amount for each item.No information from the Date Field is displayed because the Field isn't yet in any Area.This is similar to the data in other Pivot Table Tutorials, such as this one. It lists the following sales data: If you're working with Excel 2016, there's an additional grouping feature you can use: automatic date and time column grouping. It allows you to group several different types of Fields.You can create many groups and you can group previously existing groups (create groups of groups).I focus on showing how you can easily group different types of Fields in different circumstances.
The following table of contents lists the main contents I cover in the blog post below. This Pivot Tutorial is accompanied by an Excel workbook example.Generally, you can automatically group Items in a Pivot Table in the following 6 easy steps: The process above works through a contextual menu.You can also automatically group Items by using commands in the Ribbon or keyboard shortcuts.Fewer groups allow you to simplify your analysis and focus on the (grouped) Items that matter the most.As explained by Excel guru John Walkenbach in the This Pivot Table Tutorial explains all the details you need to know to group and ungroup data in a Pivot Table.