Year is derived from the Date column with this function: =YEAR(A2)
Here are the steps to create a pivot table to track annual dividend amount of stocks: Therefore a dividend tracker here is a combination of several pivot tables originated from the Transactions sheet. In the same time, a pivot table helps to see relationships between data points in a spreadsheet. My questions in the introduction can be answered by finding relationships in terms of dividends between months and years or between stocks and years. Create dividend tracker with Google Sheets