Summarizing Date Fields with Grouping

With transactional data, you will often find your date-based summaries having one row per day. Figure 12.29 shows a revenue summary by region and date. There are hundreds of rows in the summary because products were shipped every day. Although daily data might be useful to a plant manager, most 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 transac-tional data into months or quarters.

Figure 12.29

Before grouping, the summary of this transactional data has hundreds of rows—one row for every ship date in the dataset.The pivot table grouping feature enables you to easily roll this up to month or quarter.

Sum of Revenue

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