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Calculate total per quarter of the year

Hello


Does anyone know how to calculate the total per quarter?


Thank you 


Ryszard

MacBook Air 13″, macOS 15.0

Posted on Oct 29, 2024 2:14 AM

Reply
2 replies

Oct 29, 2024 7:16 AM in response to ryszard242

There are ways to do this by formula but BY FAR the quickest and easiest way is to use a Pivot Table. It literally takes less than a minute. The Pivot Table will automatically take care of the aggregating by quarter (or year or month, etc).


1 - Click in the the table with the data

2 - Choose Organize > Create Pivot Table > On Current Sheet from the menu.

3 - In the Pivot Options tab drag the fields into the boxes below as shown:



4 - Click the circled i next to Date and choose Group By: Year-Quarter



Result:




If you need specific formatting for prettier presentation than you can get in a Pivot Table then you can easily copy-paste the visible cells in the Pivot Table into another existing "regular" Numbers table and format them there. Select, command-c, click once in a cell a destination table and command-v or Edit > Paste and Match Style to paste.


SG

Calculate total per quarter of the year

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