The Grouping function allows us to organize dates into years, months, quarters, etc. This will help summarize the data and make it easier for the user to interact with it. Right click on one of the date column headers and choose Group which brings up the Grouping form.
How to Configure Excel 2010 Pivot Table for Business Intelligence
From Tim Perdue, former About.com Guide
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- Final Result
- Insert Pivot Table
- Connect Pivot Table to SQL Server (or Other Database)
- Pivot Table Temporarily Connected to SQL Table
- Open Connection Properties
- Update Connection Properties With Query
- Receive Connection Warning
- Pivot Table Connected to SQL Server With Query
- Add Fields to Pivot Table
- Add Grouping for Date Fields
- Choose Grouping By Values
- Pivot Table Grouped by Years and Months
- Insert Slicer (New in Excel 2010)
- Pivot Table With User Friendly Slicers
- Choose Values From Slicers Which Updates Pivot Table
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