Summarize grouping by year and month

Question

I have a worksheet Movements with two fields:

mydate      | amount
2009-01-01  | 10.00
2009-01-02  | 13.00
2009-02-01  | 11.00
2009-02-05  | 12.00
2         


        

Answer 1

The answer of matt burns and Cœur is pretty accurate and I would like to add a comment (I did not add it on the comment section as it is quite long)

You may want to use this formula instead: DATE(YEAR(A2);MONTH(A2);1) to group by year & month.

This way you will keep values as dates and therefore be able to apply any kind of date formatting or sorting in your pivot table.

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Explanation you can skip:

Instead of TEXT(A2, "YYYY-MM") converts value in text and therefore remove freedom about further date manipulation.

DATE(YEAR(A2);MONTH(A2);1) remove the day and time from the date so for example 2018/05/03 and 2018/05/06 both become 2018/05/01 which is still a date which can then be grouped together.

By applying a format "YYYY-MM" directly on the pivot table you reach the same result.