Fields
The source data contains two fields: Name, and Birthdate. Both fields are used to create the pivot table:
The Birthdate field has been added as a Row field and grouped by Months only:
The Name field has been added as a Value field. Because Name is a text field, the field is summarized by count automatically:
Helper column alternative
As an alternative to automatic date grouping, you can add a helper column to the source data, and use a formula to extract the month. Then add the Month field to the pivot table directly.
Formula alternative
As an alternative to a pivot table, you can use the SUMPRODUCT function to count by month, as seen in this example.
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.
