Assist Pro+ / Data Cleaning

Date Bucketing

Categorize by date ranges.

Where to find it

Follow the ribbon path.

Assist Pro + → Data Cleaning → Clean → Visualization → Date Bucketing

Part of Assist Pro+. Eligible tools can also be selected through Assist Pro’s 30-tool Vault allowance. Check the Vault for availability.

Open the tool and follow its prompts. Use a copy of your workbook when trying an action for the first time, then check the result.

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Practical guidance

Use this tool in your workflow.

How to use

Select the relevant cells or data region, keeping a copy if the operation removes or overwrites values. On Assist Pro + › Data Cleaning › Clean › Visualization, choose Date Bucketing to categorize by date ranges. Check the resulting values and row count, especially where information has been removed or moved.

Best use case

Grouping dates into useful ranges or ageing buckets.

Everyday Excel

Avoids cleaning imported tables cell by cell when you need to categorize by date ranges.

Accounting and audit

Prepares client ledger exports and supporting schedules faster by helping categorize by date ranges.