Microsoft Office Tutorials and References
In Depth Information
Grouping Pivot Table Items
Grouping Pivot Table Items
One of the more useful features of a pivot table is the ability to combine items into
groups. To group items in a pivot chart, select them, right-click, and choose Group
and Outline
Group from the shortcut menu.
When a field contains dates, Excel can create groups automatically by month,
quarter, and year. Figure 9-12 shows part of a simple database table with two fields:
Date and Mileage. This table has weekly mileage data for four years (210 data
points). The goal is to summarize the mileage data by month.
Figure 9-12: You can use a pivot table to
summarize the data by month.
Figure 9-13 shows a pivot table created from the data. This pivot table displays
one row for each date and looks exactly like the original data. To group the rows by
month, right-click the Date heading and select Group and Show Detail
Group. You’ll
see the Grouping dialog box shown in Figure 9-14. In the list box, select Months and
Years, and verify that the starting and ending dates are correct. Click OK. The Date
items in the pivot table are grouped by years and by months (see Figure 9-15).
If you select only Months in the Grouping list box, months in different years
combine. For example, the June item would display mileage data for June of
all four years. The pivot table would contain only 12 rows.
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