Excel > Excel 2007 Advanced > PivotTable and PivotCharts

Grouping PivotTable Data

You can group PivotTable items to identify different subsets of data. For example, dates can be grouped into months, quarters or years.

Grouping dates

  1. Select the date field in the PivotTable
  2. Click the Options tab under PivotTable Tools on the Ribbon
  3. Click the Group Field button in the Group group
  4. Grouping a PivotTable

    The Grouping dialogue box appears.

  5. Specify start and end dates to group and the interval to group by
  6. Grouping dates

    It is possible to select more than one interval. For example, to group by months and years, click on both intervals.

    To group by weeks, select days and enter 7 in the Number of days box.

  7. Click Ok
  8. The PivotTable is grouped as specified. In the example below, months and years was chosen. Notice that years is then added to the field list. The field can be used in further data analysis within the PivotTable.

    Group dates in a PivotTable

Grouping numeric items

  1. Select the numeric field in the PivotTable containing the data you want to group by
  2. Click the Options tab under PivotTable Tools on the Ribbon
  3. Click the Group Field button in the Group group
  4. The Grouping dialogue box appears.

    Grouping numeric data

  5. Specify the starting and ending values that you want to group and the interval to group by
  6. Click Ok
  7. The PivotTable is grouped as specified

Follow us on

Facebook  Twitter  You Tube