Forum Discussion
Jambo97
Nov 03, 2025Copper Contributor
Recording just a month and a year
Hello - Looking to refresh a spreadsheet I have for keeping track of all my books, games and when I complete them and what-not. One thing I'd like to properly set-up this time is a pivot table of so...
Kidd_Ip
Nov 04, 2025MVP
May consider below to make things better:
Excel works best when you use a valid date format, please consider to use:
01/01/2026
Then format the cell to display only Month-Year:
Format Steps:
- Select the column with your dates.
- Right-click > Format Cells.
- Choose Custom.
- Enter this format:
- mmm-yyyy
or
yyyy-mm
This way:
- Excel stores it as a real date (which is sortable and filterable).
- You can group by Month and Year in pivot tables.
- You avoid issues with text sorting (e.g., "Apr" before "Feb").
Pivot Table Setup
Once your data is structured with real dates:
- Insert a Pivot Table.
- Drag your completion date into the Rows field.
- Right-click a date > Group > choose Months and Years.
- Add your book/game title to Values or Columns as needed.