Tag Archives: grouping

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….

 

  • Your website was easy to navigate and informative.” “This was my first use of your resources but I’m sure it won’t be my last. Thank you for your excellent course material and succinctly stated instructions which expedited order and payment of course selection, completion of exam, and immediate availability of Certificate of Completion. A great experience. Thanks.

    - Draper

  • “I am extremely impressed with the courses and the reasonable price.” -Janet A. May 2017

    - Janet

  • “Excellent Regulatory Review Course. The self-study format (E-Book) provided an excellent overview of the regulatory requirements for California CPAs. I will be using the E-Book as  a reference material. Thank you for providing a very comprehensive yet affordable option for this required CPE.”

    - Constance