Pivot Table Fields

In the pivot table shown, there are three fields, Name, Date, and Sales.  Name is a Row field, Date is a Column field grouped by month, and Sales is a Value field with the Accounting number format applied.

The Date field is grouped by Month, by right-clicking on a date value and selecting “Group”.

Steps

Notes

Author

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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