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Chapter 12. Using VBA to Create Pivot Ta... > Summarize Date Fields with Grouping

Summarize Date Fields with Grouping

With transactional data, you will often find your date-based summaries having one row per day. Although daily data might be useful to a plant manager, many people in the company want to see totals by month or quarter and year.

The great news is that Excel handles the summarization of dates in a pivot table with ease. For anyone who has ever had to use the arcane formula =A2+1-Day(A2) to change daily dates into monthly dates, you will appreciate the ease with which you can group transactional data into months or quarters.


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