Chapter-6: Group/Ungroup in Pivot Table

We can the group the text,date or numbers in pivot date. below are the example for grouping the text and date in a Pivot table.

Group for Text:

Let’s say we have product wise sum of sales and sum of sales and sum of revenue.

Product wise pivot
Product wise pivot

We have to create 2 groups, one for Product 1 & 2 and second group for Product 3 & 4.

  • Select the Product 1 and Product 2 together.
  • Right click and click on the Group option.
Group option in Right click list
Group option in Right click list

Group1 will be created for Product 1 and Product 2. Now select the the Product 3&4  and make the Group.

Group option in Right click window
Group option in Right click window

Once both the groups will be created, our pivot table will look like below image –

Group for Text in Pivot table
Group for Text in Pivot table

Group for Dates:

We also can make Group for dates by Years, Quarters, Months, Days, Hours, Minutes and Seconds.

for example we have date wise sum of sales and sum of revenue.

Date wise Pivot table
Date wise Pivot table

Right click on the date and click on the group.

Group option in right click list
Group option in right click list

Grouping window will be displayed. In this window different options are available for grouping. Let’s say we want to make group by “Months“. Select the months and click on OK.

Grouping Window
Grouping Window

After grouping by Months our pivot table will be look like below image-

Pivot table after group by months
Pivot table after group by months

We can group by multiple option like by Years and Quarters. Select the Years and Quarters both in Grouping window.

Group by Years and Quarters
Group by Years and Quarters

After grouping by years and quarters our pivot table will look like below image-

Pivot table after grouping by years and quarters
Pivot table after grouping by years and quarters

Ungroup:

To ungroup the dates in pivot table, click on the pivot table and click on Ungroup. Dates will be ungrouped.

Ungroup the dates in pivot table
Ungroup the dates in pivot table

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