I have sales data with a row for each order and a timestamp for the order. I want to use a pivot table to summarize sales by month.
Row Zero pivot tables have built-in date aggregation, so you can easily group pivot tables by month, week, quarter, etc. and you can group rows by date or group columns by date. Simply pull your date field to either rows or columns and then select your date grouping. The pivot table date grouping options include exact, second, minute, hour, day, week, month, quarter, and year. Here’s step-by-step instructions for how to group by date in a pivot table and here is a video example: