How to build monthly or quarterly summary pivot tables from excel date-based data
- Step 1Create a period column in Excel — Use TEXT(date_col, 'YYYY-MM') for monthly or TEXT(date_col, 'YYYY') & '-Q' & ROUNDUP(MONTH(date_col)/3,0) for quarterly.
- Step 2Upload prepared data — Upload the file with the period column added.
- Step 3Configure pivot — Row field: Region (or Product). Column field: Period (monthly/quarterly). Value field: Revenue. Aggregation: SUM.
- Step 4Download time-series pivot — The output shows revenue trend by period across each row group.
Frequently asked questions
Does the Pivot Generator sort period columns chronologically?+
Column values are sorted alphabetically by default. Using ISO format (YYYY-MM or YYYY-QN) ensures the columns appear in correct chronological order.
Can I use fiscal year periods instead of calendar year?+
Yes — create a fiscal period column in Excel (e.g. 'FY24-Q1') before uploading. The Pivot Generator treats it as any other text column.
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