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.
First, identify the field in your table you would like to group by month. In this example, we will choose the transaction_date field.
In the Pivot Table Editor, click on the Add button next to the Rows label.
Select the date field you will use for your Pivot Table from the drop-down list.
Next, select the values to show for each row. In this example, we want each row to show the corresponding total amount.
After selecting the row and value fields, you should now have a Pivot Table that shows the total amount for each unique transaction date.
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.
To ungroup the Pivot Table, select any item from the date column and select the Ungroup pivot items option.
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.