How to Group Data by Month in Excel (With Example)


Often you may want to group data by month in Excel.

Fortunately this is easy to do using the Group function within a pivot table.

The following step-by-step example shows how to use this function to group data by month in Excel.

Step 1: Create the Data

First, let’s create a dataset that shows the total sales made by some company on various days:

Step 2: Create a Pivot Table

Next, highlight the cells in the range A1:B12 and then click the Insert tab along the top ribbon and click Pivot table.

In the new window that appears, we’ll choose to insert the pivot table into cell D1 of the existing worksheet:

In the window that appears on the right side of the screen, drag the Date variable to the Rows group and the Sales variable to the Values group:

The following pivot table will appear:

Step 3: Group the Data by Month

To group the data by month, right click on any value in the Date column of the pivot table and click Group:

In the new window that appears, click Months:

Excel group data by months

Once you click OK, the data in the pivot table will automatically be grouped by month:

The pivot table now shows the sum of the sales grouped by month.

Additional Resources

The following tutorials explain how to perform other common operations in Excel:

How to Group Data by Month in Excel
How to AutoFill Dates in Excel
How to Calculate the Difference Between Two Dates in Excel

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