Im trying to find a way to combine all my dates into just months and show the data for that entire month by month

If I make a pivot table using Name, Dollar amount, and date how I would make the pivot table combine all the dates into months after I move the Dates field under columns and then I m not sure what I need to do?

I have attached a spread sheet that I hope helps you understand what I'm trying to do

Thank you for your time and Help

Hi CoreyV,

Based on your description, do you need to get the result as shown in the following figure:

If yes, you could use GROUP option in Pivot Table.

1. In the PivotTable, right-click any numeric or date and time field, and click Group.
2. In the Starting at and Ending at box, enter this (as needed):
   • The first and last date or time you want to group by.

The entry in the Ending at box should be larger or later than the entry in the Starting at box.

1. In the By box, do this:
   • For date or time fields, click one or more date or time periods for the groups.

You can click additional time periods to group by. For example, you can group by Months and Weeks. Group items by weeks first, making sure Days is the only time period selected. In the Number of days box, click 7, and then click Months.

To get more information please refer to this article:

https://support.office.com/en-us/article/Group-or-ungroup-data-in-a-PivotTable-report-c9d1ddd0-6580-47d1-82bc-c84a5a340725

If my understanding is incorrect please be a bit more precise explain your requirement or you can upload a screenshot so that I can get more accurate solutions to this problem.

If you have no verified to post the screenshot, I suggest you upload the screenshot via OneDrive.

Or you could send this screenshot to our email address:

ibsofc@microsoft.com I'd like to help you check it.

Please Note: The email subject you should use the URL or the Title Name of your case.

Im glad to help and follow up your reply.

Hope its helpful.

Regards,

George Zhao
TechNet Community Support