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Pivot table count birthdays by month

Pivot tables can group dates by year, month, and quarter. This comes in handy if you want to count birthdays that occur in each month, while ignoring the year. In the example shown, there are 100 names and birthdays in the source data. A pivot table is used to count the birthdays that occur in each month of the year.

Fields

The source data contains two fields: Name, and Birthdate. Both fields are used to create the pivot table:

Field list for birthdays per month pivot table

The Birthdate field has been added as a Row field and grouped by Months only:

Birthdates are grouped by Months only

The Name field has been added as a Value field. Because Name is a text field, the field is summarized by count automatically:

Name is summarized by count by default

Helper column alternative

As an alternative to automatic date grouping, you can add a helper column to the source data, and use a formula to extract the month. Then add the Month field to the pivot table directly.

Formula alternative

As an alternative to a pivot table, you can use the SUMPRODUCT function to count by month, as seen in this example.

Steps

  1. Create a pivot table
  2. Add Birthdate field to Rows area
    1. Group by Months only
  3. Add Name field to Values area

Notes

  1. Any non-empty field in the data can be used in the Values area to get a count.
  2. When a text field is added as a Value field, Excel will display a count automatically.

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