Microsoft Office Tutorials and References
In Depth Information
Using the PivotTable Tools
Group. This section of the ribbon offers
Group and Ungroup commands for
combining columns or rows within your
PivotTable. Select the desired rows or
columns you want to group and click
Group Selection to give yourself another
subset for filtering, sorting, and
subtotaling. As shown in Figure 15-9, grouping
the managerial positions—Director,
Manager, and Assistant Manager—allows
the report to show this level of employees
separately from the others. If you want to
put the grouped rows or columns back
into the mix, select them again and click
the Ungroup button.
Tip
You can expand and collapse your groups
by double-clicking the name (such as
Group1). Double-click once, and you
collapse it, double-click again to re-expand
it. If you open a PivotTable and can’t tell
if a group within it is expanded or
collapsed, check the group name for a blue
button with either a plus (+) or a minus
(–) sign. Plus means it’s collapsed, minus
means it’s expanded.
Sort & Filter. Use the buttons in this
section to put your table in order from
smallest to largest (A-Z) or largest to
smallest (Z-A) or to open the Sort dialog
box (shown in Figure 15-10) for more
sorting variables. Be sure your active cell
is in the column, row, or value area you
want to sort before clicking the Sort
button. The Insert Slicer command is less
regularly used, but it expands filtering
and cubing capabilities by allowing you
to further break down a field by the data
values within that field. You must be in
Compatibility Mode for this tool to be
available—which you achieve by opening
files that were saved in Excel 97-2003
format (.xls).
Figure 15-9
Make logical groupings of rows and columns of
data in your table with Group and Ungroup.
Tip
Figure 15-10
Sort your PivotTable
data up, down, left,
and right with the
Sort dialog box.
You can use the Group Fields command
to group numeric or date fields within
the PivotTable. Select two or more such
fields from your Values fields and then
click the button to group them. Click it
again to ungroup.
 
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