The Problem
You have a specific date (DD/MM/YYYY) but you want to group your pivot table by Month name.
The Easy Way: Use SheetXAI
If you don't want to mess with formulas, the fastest way to do this is simply by asking.
With SheetXAI, you can open the sidebar and type:
Create a new column with just the month name from the Date column.
SheetXAI will instantly write the formula or script for you and fill the cells. It handles the syntax so you can focus on the result.
The Manual Way: The Formulas You Need
To do this manually, you need to use: TEXT.
1. TEXT
Converts a value to text in a specific number format.
Syntax: =TEXT(value, format_text)
- value: The value you want to format.
- format_text: The format code to apply (e.g., "MMMM").
Example:
=TEXT(A1, "MMMM") returns "November".
Understanding the Logic
You use format codes: "MM" is 11, "MMM" is Nov, "MMMM" is November.
The Final Formula:
=TEXT(A2, "MMMM")
Conclusion
Now you know the "classic" way to solve this using formulas. It's a great skill to have.
But for those times when you just want the job done without the mental math, SheetXAI is there to help.
