Part IV: Managing and Analyzing Data
FIGURE 30.5
You can use a PivotTable to summarize the sales data by month.
A workbook demonstrating how to group pivot table items by date is available on this book’s website at
http://www.wiley.com/go/excel2019bible. The file is grouping sales by date.xlsx.
Figure 30.6 shows a PivotTable (in Columns D:E) created from the data. The Date field is in
the Rows section, and the Sales field is in the Values section. When you add a date field
to a PivotTable, Excel automatically groups the dates and adds the grouped fields to your
PivotTable. If you prefer to not have your dates grouped, you can click Undo immediately
after you add the date field to the PivotTable. You can also modify the grouping manually.
To group the items by month, select either of the years and choose PivotTable Tools Analyze
➪ Group ➪ Group Field (or right-click and choose Group from the shortcut menu). The
Grouping dialog box, shown in Figure 30.7, appears. Excel supplies values for the Starting At
and Ending At fields. The values cover the entire range of data, and you can change them if
you like.
