Pivot tables have a feature to group dates by year, month, and quarter.

In the example shown, a pivot table is used to summarize support issues by month and by priority.

The Total columns shows the total count of issues recorded in each month.

Pivot table field list - all three fields used

Fields

The source data contains three fields:Issue,Date, andPriority.

The Issue field has been added as a Value field and renamed “Count” for clarity.

Steps

Notes

Pivot table field list - all three fields used

Pivot table field list - all three fields used

Pivot table field list - all three fields used

Pivot table field list - all three fields used

Dates are grouped by Months only

Value field settings - Issue renamed to “Count”