How to Group People by Age Bracket Using an Excel Pivot Table

Pivot Table for Age Brackets

Pivot Table to Group Age Brackets

In my previous Excel Tutorial, I demonstrated how to use the Group Field command in a Pivot Table to summarize time periods by the Hour. Several viewers wanted to know what other grouping possibilities are available in Pivot Tables. One viewer wanted to know how to group people who responded to a survey by Age Brackets. That is why I created this tutorial!

Use DATEDIF Function to Calculate Age

From my perspective, the DATEDIF() is an invaluable function. However, it is not documented in Excel. Watch how I use its three arguments to calculate the age of each person in the data set.

Group Field by Age

Select a single value in the “Age” Field and then select the “Group Field” Command. In the dialog box, choose the “step-value” for your groups. In this case, I chose the Default Setting of 10 years.

Show Pivot Table Values As

Some of the most powerful Pivot Table tools are found on the “Show Values As” tab of the “Value Field Settings” Dialog Box. Watch me demonstrate how to show each Age Bracket as a Percentage of the Column.

Apply Conditional Formatting to Pivot Table

Take advantage of the greatly improved Conditional Formatting Commands in Excel 2007 and Excel 2010 to focus attention on the key information in your Pivot Table. In this case, I use the “Top 10 Items” rule to apply Conditional Formatting to the two highest Age Brackets- by percentage – for each gender.

Learn Excel Pivot Tables Quickly

Follow this link to learn about the focused 90 minute video tutorials that I have published to help you to really learn how to get the most out of Pivot Tables. Available in versions for Excel 2003, Excel 2007, and Excel 2010.

Watch Tutorial in High Definition

Click on this link to watch this Excel Tutorial in High Definition on my YouTube Channel – DannyRocksExcels

 

How to Place Dates in a Fiscal Year Quarter

Many organizations operate in a Fiscal Year – for example, April 1 through March 31 of the next calendar year. I get many requests from viewers for help with placing calendar dates into the proper Quarter for their Fiscal Year.

Excel Functions Used in Video TutorialWhile researching a question from one viewer, I cam across a very interesting formula that nests the “undocumented” DATEDIF() Function inside the CEILING() Function. I found this formula in the book, “Formulas and Functions with MS Excel 2003,” written by Paul McFedries. It is a very efficient formula.

What is Covered on the Video

Watch this video tutorial as I break down each step. As a Best Practice, I recommend that you break down a complex formula by working from the “inside out.” I start with the “nested” DATEDIF() function and then demonstrate the results of each formula detail.

Learn More About the “Undocumented” DATEDIF() Function

For various reasons, Microsoft does not offer any help or documentation for the very useful DATEDIF() Function. In fact, it is not even listed as a Function! However, it is very useful and often found in VBA (Visual Basic for Applications) coding. Here, are links to two videos that I created to help you understand how to use DATEDIF():

Learn How to Calculate a Calendar Year Quarter

In response to viewer requests, I created a companion video tutorial -” How to Calculate a Calendar Year Quarter in Excel.”

Resources Available at The Company Rocks

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Watch Video Tutorial in High Definition

If you would like to watch my video tutorial for “Finding the Fiscal Year Quarter for any Date,” click on this link. I have posted it on my YouTube Channel – DannyRocksExcels

Watch this Video Now

 

How to Use the Undocumented DATEDIF Function in Excel

Want to get in on a secret? The DATEDIF() Function is a well-kept secret in Excel. You will not find it in the list of Excel Functions. And, you will not find any documented Help for it from Microsoft! Amazing, because it is a great function to use. Be sure to bookmark this video, because this may be the only help that you get for the DATEDIF Function!

DATEDIF() has three required arguments: Start_Date, End_Date, Date Code.

Six Date Codes

  1. “Y” – Gives you the difference in “years” between the starting and ending dates.
  2. “M” – Gives you the difference in “months” between the starting and ending dates.
  3. “D” – Gives you the difference in “days” between the starting and ending dates.
  4. “YM” – Ignores the years and days to give you the difference in “months” between the starting and ending Months.
  5. “YD” – Ignores the years to give you the difference in “days” between the starting and ending Days and Months.
  6. “MD” – Ignores both the years and the months to give you the difference in “days” between the “day” of the Start_date and the “day” of the End_date.

You can add “clarifications” to the results by using the “&” (Ampersand) and a “text label.”

I use DATEDIF frequently – for example to find out a person’s exact age or to document the number of years an employee has been worked for you.

Follow this link to visit my Archive of  Video Lessons for Time and Date Functions in Excel

Click here to watch this Excel Video Lesson in High Definition, Full Screen Mode on YouTube.

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