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.
The source data contains two fields: Name, and Birthdate. Both fields are used to create the pivot table:
The Birthdate field has been added as a Row field and 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:
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.
As an alternative to a pivot table, you can use the SUMPRODUCT function to count by month, as seen in this example.
- Create a pivot table
- Add Birthdate field to Rows area
- Add Name field to Values area
- Any non-empty field in the data can be used in the Values area to get a count.
- When a text field is added as a Value field, Excel will display a count automatically.