Microsoft Office Tutorials and References
In Depth Information
Grouping Pivot Table Items
Figure 18-19: This pivot table uses three report filters.
Grouping Pivot Table Items
One of the more useful features of a pivot table is the ability to combine items into groups. You
can group items that appear as Row Labels or Column Labels. Excel offers two ways to group
items:
h Manually: After creating the pivot table, select the items to be grouped and then choose
PivotTable Tools
Options
Group
Group Selection. Or, you can right-click and select
Group from the shortcut menu.
h Automatically: If the items are numeric (or dates), use the Grouping dialog box to
specify how you would like to group the items. Select any item in the Row Labels or Column
Labels and then choose PivotTable Tools
Group Selection. Or, you can
right-click and select Group from the shortcut menu. In either case, Excel displays its
Grouping dialog box.
Options
Group
A manual grouping example
Figure 18-20 shows a pivot table created from an employee list in columns A:C, which has the
following fields: Employee, Location, and Sex. The pivot table, in columns E:H shows the number of
employees in each of six states, cross-tabulated by sex.
The goal is to create two groups of states: Western Region (Arizona, California, and Washington),
and Eastern Region (Massachusetts, New York, and Pennsylvania). One solution is to add a new
column (Region) to the data table, and enter the Region for each row. In this case, it’s easier to
create groups directly in the pivot table.
 
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