Microsoft Office Tutorials and References
In Depth Information
Grouping the Data
The colors are not mere design touches—they color the field items you’ve currently selected for
filtering differently from the ones you haven’t.
Grouping the Data
PivotTables and pivot reports are indeed all about aggregating the data. But data aggregation can
assume different forms. Thus far we’ve described ways in which data vested in the Values area can be
aggregated, and that’s an essential PivotTable task. But sometimes you also want to aggregate the
categories by which the values are totaled.
For example—our source data contains an Order Date field, each entry consisting simply of the
date on which a sale was executed. But PivotTables allow us to convert, or aggregate, those dates into
months, which could make for a more concise, and probably more revealing, report. Let’s try it.
First, click anywhere in the source data, and click the Insert tab Pi v otT a bl e .
A new worksheet is manufactured, which asks us to select the pivot report
fields we want.
Click Order Date in the PivotTable. Note these data automatically populate the
Row Label area, which is where we want them to go.
Then click Order Amount , whose data are dispatched to the Value area—again,
where we want them. Our report thus looks like this (Figure 8–53):
Figure 8–53. A collection of sales transaction dates, to be grouped by their respective months
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