Microsoft Office Tutorials and References
In Depth Information
Grouping Pivot Table Items
Automatic grouping examples
When a field contains numbers, dates, or times, Excel can create groups automatically. The two
examples in this section demonstrate automatic grouping.
Grouping by date
Figure 18-23 shows a portion of a simple table with two fields: Date and Sales. This table has 730
rows and covers the dates between January 1, 2008, and December 31, 2009. The goal is to
summarize the sales information by month.
Figure 18-23: You can use a pivot table to summarize the sales data by month.
A workbook demonstrating how to group pivot table items by date is available on the
companion CD-ROM. The file is named sales by date.xlsx .
Figure 18-24 shows part of a pivot table created from the data. The Date field is in the Row
Labels section, and the Sales field is in the Values section. Not surprisingly, the pivot table looks
exactly like the input data because the dates have not been grouped.
To group the items by month, select any date and choose PivotTable Tools
Group Field (or, right-click and select Group from the shortcut menu). You see the
Grouping dialog box in Figure 18-25.