Grouping Data in a Pivot Table

Grouping Data in a Pivot Table

Did you know…that you can group data in a Pivot table by Date or Text?!?!

 

Excel 2007	Excel 2003

For example, items in a date field can be grouped by month, and items in a number field can be grouped by tens.

 

 

For Example: PMB

You no longer need to have three tabs for your PMB (PMB tab, Pivot tab, and Data tab) you’ll only need two (Pivot tab and Data tab)

Group the like Cost Accounts (CA) and type in the correct title for the rollup CA

(i.e. Column A is representing the level 2 CA, Column B is representing the level 3 CA, Column C is representing the level 4 CA)

 

 

Excel 2007	Excel 2003
Grouping Cost Account: Select the items that you want to group On the Ribbon's Options tab, click Group, then click Group Selection To rename the group: Click on the heading cells with the default name, e.g. Group1 Type a new name.	Grouping Cost Account: Select the items that you want to group Right click on the selected area, then click Group Selection To rename the group: Click on the heading cells with the default name, e.g. Group1 Type a new name.