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## Group Date Field Members Into a Single Column

Published: 29 May 2014
Last Modified Date: 31 Dec 2019

### Question

How to group individual months together in one column for a specific year.

Tableau Desktop

### Answer

The following instructions can be reviewed in the workbook attached below.

### Step 1

1. Create a new calculated field. In the attached workbook, this field is named "Sept -Dec 2010".
2. In the formula field type:
```IF DATEPART('year', [Order Date]) = 2010 and DATEPART('month', [Order Date]) = 9 Then "Sept - Dec"
elseif DATEPART('year', [Order Date]) = 2010 and DATEPART('month', [Order Date]) = 10 then "Sept - Dec"
elseif DATEPART('year', [Order Date]) = 2010 and DATEPART('month', [Order Date]) = 11 then "Sept - Dec"
elseif DATEPART('year', [Order Date]) = 2010 and DATEPART('month', [Order Date]) = 12 then "Sept - Dec"
else DATENAME('month',[Order Date])
end```

### Step 2

1. Create a new calculated field. In the attached workbook, this field is named "Q3 & Q4 Combined".
2. In the formula field type:
```If DATEPART('year',[Order Date]) = 2010 and DATEPART('quarter',[Order Date]) = 3 then "Q3 & Q4 Combined"
elseif DATEPART('year',[Order Date]) = 2010 and DATEPART('quarter',[Order Date]) = 4 then "Q3 & Q4 Combined"
else "Q" + DATENAME('quarter', [Order Date]) end```
3. Drag Order Date to the Columns shelf.
4. Drag Q3 & Q4 Combined to the Columns shelf.
5. Drag Sept -Dec 2010 to the Columns shelf.
6. Drag Customer Name to the Rows shelf.

### Additional Information

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