Updating a pivot table
You can both (i) add the Date Field to the Rows or Columns Area, and (ii) automatically group the Date Field in a single step.
In this case, I add the Date Field to the Columns Area. Notice that, in this case, Excel displays the data at the higher-level date. Once I expand the groups, the Pivot Table looks as in the screenshot below.
Fewer groups allow you to simplify your analysis and focus on the (grouped) Items that matter the most.
As explained by Excel guru John Walkenbach in the This Pivot Table Tutorial explains all the details you need to know to group and ungroup data in a Pivot Table.
I focus on showing how you can easily group different types of Fields in different circumstances.
You can also find a thorough explanation of how to ungroup data.
Despite its flexibility, Pivot Table grouping has some restrictions.
Note the following 2 limitations: In the following sections, I provide a detailed explanation of each of the different ways of grouping data in a Pivot Table.
The following table of contents lists the main contents I cover in the blog post below. This Pivot Tutorial is accompanied by an Excel workbook example.
The resulting Pivot Table report (below) is the same as that which I show above.
In other words, Excel automatically: If you're working with version of Excel prior to 2016, you won't have access to the time grouping feature I explain in the previous section.
Generally, you can automatically group Items in a Pivot Table in the following 6 easy steps: The process above works through a contextual menu.
You can also automatically group Items by using commands in the Ribbon or keyboard shortcuts.