In Apple Numbers 5.2, a new feature called smart categories was added that can bring some sanity to your data. Up until recently, there were no pivot tables in Numbers.īut when Apple released the latest update to their spreadsheet app, Numbers, I couldn't help but notice that they had slipped in a feature that sounded a lot like a Numbers pivot table.
Without pivot tables, spreadsheets in Numbers were just walls of data. I've always loved Apple Numbers for its simplicity and interface, but it lacked any feature that helped me sort through large datasets. That's where pivot tables come into play. But, they can quickly grow to the extent that it's hard to find meaning or insight in them. Spreadsheets are a great tool for capturing and storing data. Once you have these values in helper columns, you can add them directly to the pivot table without grouping dates.Pivot tables are often a fan favorite for spreadsheet users in Microsoft Excel or Google Sheets. This allows you to assign custom abbreviations to quarters, and to calculate fiscal year quarters that don't begin in January if needed. Helper column alternativeĪs an alternative to automatic date grouping, you can add helper columns to the source data, and use a formula to extract the year, and another formula to create a value for Quarter. Years has been added as a Column field, and Date (Quarters) has been added as a Row field.įinally, the Sales field has been added as a Value field, and set to Sum values:Īnd the number format has been set to display currency. The Date field has been grouped by Years and Quarters:Īfter grouping, the Years field appears in the field list, and the Date field displays quarters in the form "Qtr1", "Qtr2", etc. The source data contains two fields: Date, and Sales, and both are used create the pivot table, along with Years, which appears after dates are grouped: Once the date field is grouped into years and quarters, the grouping fields can be dragged into separate areas, as seen in the example.
Pivot tables have a built-in feature to group dates by year, month, and quarter. In the example shown, a pivot table is used to summarize sales by year and quarter.
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