Grouping Dates by Month and Quarter: EOMONTH and Text Keys
This lesson is part of the course
In this lesson
You roll Brightwater's H1 2026 order lines up to months and quarters, like a PivotTable's date grouping, with a helper key column and SUMIFS over the spilled keys.
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Lessons in this course
- Row Labels: What a PivotTable Does, Rebuilt with UNIQUE and SORT Locked
- Values: SUMIFS over the Spilled Labels (H2#) Locked
- Cross-Tabs: Rows × Columns with UNIQUE, TRANSPOSE and One SUMIFS Grid Locked
- Show Values As: % of Grand Total, % of Row and % of Column Locked
- Count, Average, Max and Distinct Count: COUNTIFS, AVERAGEIFS, MAXIFS Locked
- Report Filters: Criteria Cells, (All) and a Drill-Down List Locked
- Grouping Dates by Month and Quarter: EOMONTH and Text Keys Locked
- Capstone: A Subtotal Report, a Summary that Ignores It, and a Chart Locked