How to Group by Week and Month in Excel Pivot Table (with Easy Steps)

While working with Microsoft Excel, sometimes we need to Group data by Week and Month in Pivot Table. Grouping data by Week and Month in Excel Pivot Table is an easy task. This is a time-saving task also. Today, in this article, we’ll learn three quick and suitable steps to group by Week and Month in Excel Pivot Table effectively with appropriate illustrations.


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3 Suitable Steps to Group by Week and Month in Excel Pivot Table

Let’s assume we have a large worksheet in Excel that contains the information about several sales representatives of Armani Group. The name of the sales representatives, the Ordered Date, and the Revenue Earned by the sales representatives are given in Columns B, C, and F respectively. From our dataset, we will group by week and month in Pivot Table. To do that, firstly, we will calculate the Month and the Week from the Ordered Date using  the TEXT and WEEKNUM functions. After that, we will group by week and month in Pivot Table in Excel. Here’s an overview of the dataset for today’s task.

excel pivot table group by week and month


Step 1: Calculate Number of Weeks and Months from Date

In this portion, we will calculate the Month and the Week using the TEXT and the WEEKNUM functions to group the pivot table by week and the month. This is an easy task and time-saving also. Let’s follow the instructions below to learn!

  • First of all, select cell D5, and write down the below TEXT function to calculate the Month from the Ordered date. The TEXT function is,
=TEXT(C5, "mmmm")

Calculate Number of Weeks and Months from Date

  • After typing the formula in Formula Bar, simply press Enter on your keyboard. As a result, you will get the output of the TEXT The return is “August”.

  • Hence, autoFill the TEXT function to the rest of the cells in column D.

Calculate Number of Weeks and Months from Date

  • Now, we will calculate the week number to group by week and month in the pivot table. To calculate the week number, we will apply the WEEKNUM function. To do that, firstly, select cell E5, and type the below WEEKNUM function to calculate the Week number from the corresponding Ordered date. The WEEKNUM function is,
=WEEKNUM(C5)

  • Hence, again, press Enter on your keyboard. As a result, you will get the output of the WEEKNUM The output is “32”.

Calculate Number of Weeks and Months from Date

  • Further, AutoFill the WEEKNUM function to the rest of the cells in column E.

  • After completing the above process, and adding the revenue earned by the sales representatives in column F, we will be able to create our dataset to group the Excel pivot table by week and month.

Calculate Number of Weeks and Months from Date

Read More: How to Group Pivot Table by Month in Excel (2 Methods)


Similar Readings


Step 2: Create a Pivot Table from Given Dataset

In this step, we will create a Pivot Table to group the Pivot Table by week and month. To do that, let’s follow the instructions below to learn!

  • To group the Pivot Table by Week and Month, firstly, select your entire dataset, secondly, from the Insert tab, go to,

Insert → Tables → PivotTable → From Table/Range

excel pivot table group by week and month

  • As a result, a PivotTable from table or range dialog box will appear in front of you. From that dialog box, firstly, type “Overview!SBS4:$F$14” in the Table/Range typing box under the Select a table or range Secondly, check the Existing Worksheet. At last, press OK.

  • After completing the above process, you will be able to create a pivot table which has been given in the below screenshot.

excel pivot table group by week and month

Read More: How to Group Dates in Pivot Table (7 Ways)


Step 3: Group by Week and Month in Pivot Table

After creating the Pivot table, we will group the Pivot Table by week and month. From our dataset, we can easily do that. Let’s follow the instructions below to group by week and month!

  • First of all, press right-click on any cell under the Row labels As a result, a window will appear in front of you. From that window, select the Group option.

  • Hence, a dialog box named Grouping pops up. From the Grouping dialog box, firstly check the Starting at and Ending at Secondly, select Days and Months under the By drop-down list. At last, press OK.

excel pivot table group by week and month

  • After completing the above process, you will be able to group the Pivot Table by week and month which has been given in the below screenshot.

Read More: Excel Pivot Table Group by Week (3 Suitable Examples)


Things to Remember

👉 You can use Ctrl + Alt + F5 to refresh all pivot tables.

👉 To create a Pivot Table, you have to select your entire dataset, secondly, from the Insert tab, go to,

Insert → Tables → PivotTable → From Table/Range


Conclusion

I hope all of the suitable methods mentioned above to group pivot tables by week and month will now provoke you to apply them in your Excel spreadsheets with more productivity. You are most welcome to feel free to comment if you have any questions or queries.


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Md. Abdur Rahim Rasel

Md. Abdur Rahim Rasel

Hi! I'm Md. Abdur Rahim Rasel. Welcome to my Profile. Currently, I am working and doing research on Microsoft Excel and here I will be posting articles related to this. I have completed my graduation in Naval Architecture and Marine Engineering(NAME) from Bangladesh University of Engineering and Technology(BUET). I have a passion for learning new things with my knowledge through perseverance and hard work.

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