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Pivot table group by quarter

Pivot tables have a built-in feature to group dates by year, month, and quarter. In the example shown, a pivot table is used to summarize sales by year and quarter. Once the date field is grouped into years and quarters, the grouping fields can be dragged into separate areas, as seen in the example.

Fields

The source data contains two fields: Date, and Sales, and both are used create the pivot table, along with Years, which appears after dates are grouped:

pivot table group by quarter field list

The Date field has been grouped by Years and Quarters:

Date field grouped by Years and Quarters

After grouping, the Years field appears in the field list, and the Date field displays quarters in the form "Qtr1", "Qtr2", etc. Years has been added as a Column field, and Date (Quarters) has been added as a Row field.

Finally, the Sales field has been added as a Value field, and set to Sum values:

Value field is set to sum sales

and the number format has been set to display currency.

Helper column alternative

As an alternative to automatic date grouping, you can add helper columns to the source data, and use a formula to extract the year, and another formula to create a value for Quarter. This allows you to assign custom abbreviations to quarters, and to calculate fiscal year quarters that don't begin in January if needed. Once you have these values in helper columns, you can add them directly to the pivot table without grouping dates.

Steps

  1. Create a pivot table
  2. Add Date as a Column field, group by Years and Quarters
  3. Move Date (Quarters) to Rows area
  4. Add Sales field  to Values area
  5. Change value field settings to use desired number format

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