This simple example will teach you how to group pivot table items. Here you will learn how to group products and how to group dates by quarters.
Following is where you can find a pivot table. Go back to Pivot Tables to learn how to create this pivot table.
Group Products
The Product field consists of 7 items. Apple, Banana, Beans, Broccoli, Carrots, Mango and Orange.
To create two groups, Follow the steps below.
1. In the pivot table, select Apple and Banana.
2. Right click and click on Group.
3. In the pivot table, select Beans, Broccoli, Carrots, Mango and Orange.
4. Right click and click on Group.
Result:
Note: In other to change the name of a group (Group1 or Group2), you need to select the name, and edit the name in the formula bar. To ungroup, select the group, click on the right click and click on Ungroup.
5. To collapse the groups, click the minus signs.
Conclusion: Apple and Banana (Group1) always have a higher total more than all the other products (Group2) together.
Group Dates
To create the pivot table below, instead of the Product field, you can add the Date field to the Rows area. The Date field contains many items. 6-Jan, 7-Jan, 8-Jan, 10-Jan, 11-Jan, etc.
To group these dates by quarters, execute the following steps.
1. Click any cell inside the column with dates.
2. Right click and click on Group.
3. Select Quarters and click OK.
Note: also look for the options to group by seconds, minutes, hours, etc.
Result:
Conclusion: Quarter 2 is the best quarter.
