Quant Solutions - Pivot Table Trick (Group by Year-Month)
Hello, I am Jeanine Hall, Founder of Quant Solutions. And today
I am going to show you a little trick on how to group a pivot table
by month in Google Sheets.
We’re going to Insert - Pivot Table - New Sheet
We’re going to do our Values by Amount
We’re going to do our Rows by Post Date
We’re going to come over here to the pivot table
Right click - Create Pivot Date Group
Select Month
And to get my detail, we can easily do it by Description
And here we go now, our data is easily sorted by Month and
Description – We can see what we are spending where and in what month
This is a really cool little trick to help you organize your data
If you have any questions, please leave a comment below
And I’ll see you soon. Have a great day!