Grouping Data by Date

calendarTechniques for Grouping Data by Date in Excel

If you have a large data set that includes transaction dates, you may want to aggregate amounts by certain dates.  The problem is that you have a separate date for each day of the year.  This makes any meaningful analysis difficult.
It would help if just the month or year could be extracted so that data could be accumulated.  Well, there are functions for that.  There’s a year function, a month function and a day function that will extract the year, month and day from a date.
The syntax is the same for all functions.  Using =year as an example, the syntax is =year(cell with date).  The example below uses 7/15/2015. More….

 

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