How To Group a Pivot Table By Month in Google Sheets

Last Updated on November 1, 2023 by Jake Sheridan

In this tutorial, you will learn how to group a Pivot Table by month in Google Sheets.

How To Group a Pivot Table By Month in Google Sheets

Pivot tables are a great way to summarize and analyze data in Google Sheets. This is especially the case if you are looking at data spanning a long time period.

If you’re using a Pivot Table in Google Sheets, you may find it helpful to group your data by month. Instead of each row being a unique date, you can modify your table to group dates with the same month and year.

Grouping by month provides a helpful summary of your dataset. This can be especially useful if you want to see month-on-month movement in your data. In this guide, we’ll show you how to quickly group a Pivot Table by month in Google Sheets.

How To Group Data by Month in a Google Sheets Pivot Table

Here’s how to group data by month in a Google Sheets Pivot Table.

Step 1

First, identify the field in your table you would like to group by month. In this example, we will choose the transaction_date field.

Step 2

In the Pivot Table Editor, click on the Add button next to the Rows label.

Step 3

Select the date field you will use for your Pivot Table from the drop-down list.

Step 4

Next, select the values to show for each row. In this example, we want each row to show the corresponding total amount.

Step 5

After selecting the row and value fields, you should now have a Pivot Table that shows the total amount for each unique transaction date.

Step 6

Next, we’ll use the pivot date group option to group our date values by month. Right-click on any of the dates and hover over the Create pivot date group option. Select the Year-Month option from the drop-down list.

We are selecting Year-Month instead of Month since it is possible that your data may span multiple years.

Step 7

To ungroup the Pivot Table, select any item from the date column and select the Ungroup pivot items option.

Summary

This guide should be everything you need to group a Pivot Table by month in a Google Sheets spreadsheet.

You can make your own copy of this example spreadsheet to test out this feature yourself.