Microsoft Office Tutorials and References
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Grouping PivotTable Data: Organizing Your Time(s)
Grouping PivotTable Data: Organizing Your Time(s)
Earlier in this chapter, Figure 8–6 showed the salesperson data broken out by time—
more specifically, the months in which the various sales were conducted. Yet the
Salesperson database says nothing about months as a unit of time; each record only
notates the precise day on which a sale was completed. But Excel lets you group time
data into time units of your choosing, a most useful capability that can give you a big
picture of financial activity over time, particularly when you’re working with many
records.
To illustrate, let’s devise a PivotTable for the Salesperson database in which we break
out sales (Order Amount) by Order Date, a field we’ve yet to use.
1.
First, remove the Salesperson field from the Row Labels area. Then drag Order
Date into the Row Labels area, and you’ll see something like Figure 8–33.
Figure 8–33. Sales data, organized by date of transaction
NOTE: Before we continue, remember that data placed in the Row (or Column) Labels area is
listed uniquely. Figure 8–33 lists 11 dates even though our database has 15 records because
some of the sales were carried out on the same date—and hence that date is listed only once.
2.
In any case, say we want to break out
the sales activity by month. Click
anywhere among the dates, then click
the PivotTable Totals Options tab, and
then click Group Selection in the Group
button group (see Figure 8–34).
Figure 8–34. The Group Selection option
 
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