The source data contains two fields: Date, and Sales, and both are used create the pivot table, along with Years, which appears after dates are grouped:

The Date field has been grouped by Years and Quarters:

After grouping, the Years field appears in the field list, and the Date field displays quarters in the form “Qtr1”, “Qtr2”, etc. Years has been added as a Column field, and Date (Quarters) has been added as a Row field. Finally, the Sales field has been added as a Value field, and set to Sum values:

and the number format has been set to display currency.

Helper column alternative

As an alternative to automatic date grouping, you can add helper columns to the source data, and use a formula to extract the year, and another formula to create a value for Quarter. This allows you to assign custom abbreviations to quarters, and to calculate fiscal year quarters that don’t begin in January if needed. Once you have these values in helper columns, you can add them directly to the pivot table without grouping dates.



Dave Bruns

Hi - I’m Dave Bruns, and I run Exceljet with my wife, Lisa. Our goal is to help you work faster in Excel. We create short videos, and clear examples of formulas, functions, pivot tables, conditional formatting, and charts.   

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