In this video I am going to show you how to group data in your pivot table.
I am making a basic pivot table here.
I have my data in a table and then I select the insert tab and select pivot table.
It is going to put it on a new sheet and that is fine.
So what I am going to do is select salesperson from my field list and drag it to the rows.
Then I am going to select the amount and drag it to the sum of values field.
Now we have the totals sales for these individuals.
So I would like to change my sum of ammout to dollars so what I am going to do is right
click on the field title here and going down to value field settings.
then I am going to select number format and then select currancy.And say OK
now we have our values with dollar signs here.
I would like to group these by date
If you are using version 2016 or later then we are going to select the date from our pivot
table fields and we are going to place it below the salesperson in the rows section.
now automatically it is going to break it into month and date with the automatic grouping
feature from 2016.
now for example you can click on March and see the dates that items were sold for Jan
here .Click on the plus sign and then it will go back to just march.
Each of the months will be sub totalled If you have a version before 2016, then you
will right click on the date and select how you would like the fields
to be dispalyed.
now let us remove both date and month from the rows section.
Now we are back to out regular pivot table.
Lets say that you have different sales areas in your company.
So let us select the first three names and go to the analyze tab and we are going to
select group selection or we can right click on the selected cells and select group.
the group automatically has a sub total.
The group name can be selected and changed on the formula bar.
So let us change group1 to west.
now let us select the next three names and select group and group selection.
Once again you can change the group title by selecting it and changing it on the menu
bar.
So that is how you group your data and each of the groups has sub totals.
to ungroup you select the group title and right click
and select ungroup.
so that is how you group your data in pivot table.
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