Administration and Executive AssistantTier 350 minintermediate

PivotTables, Part 2: Grouping and Percent of Total

Group dates into months and show each row as a share of the whole.

What you will learn

• Group a date field by month and year in a PivotTable
• Show values as % of Grand Total
• Build monthly totals by formula with inclusive date bounds
• Lock the denominator of a share-of-total formula

Excel skills

PivotTable grouping, Show Values As, EOMONTH, SUMIFS · Grouped Summaries

The task

The Transactions tab has every expense for 2025, one row per transaction. On the Summary tab I need total spend per month, and each month's share of the year total, so we can see which months carry the most spend. (In Excel this is a PivotTable grouped by month with "% of Grand Total"; here, build it with formulas.)

You work in a real spreadsheet in your browser, and your answer is checked against hidden traps the moment you submit.

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