How to Create Group in Pivot Table

Jul 13, 2020 ยท 2 minute read

Here we are going to explain how you can create a group in the pivot table

we have three different groups in pivot table here we are going to explain them.

How to Grouping Text in Pivot Table.

1- Select your desired items.

2- Right-click on the selected cells.

3- Click on the Group.

group

4- Select on the created group cell and if you need rename it.

renamegroup

5- You can also rename the field name.

changenamegroup

changename

How to Grouping Number in Pivot Table.

1- Right-click on your desired row.

2- Specify your desired range.

3- specify the range of each group, here we define the range of each section as five hundred.

groupnumber

groupednumber

How to Grouping Data in Pivot Table.

Here we are going to group data in days, weeks, months, months and years and days of the week.

How to Grouping Days in Pivot Table.

1- Right-click on the pivot table.

2- Click on the Group.

3- Choose Days.

4- Click Ok.

days

day

How to Grouping Weeks in Pivot Table.

At first, you should enter the name of days in your original table, for that;

1- Insert a new column in your original table.

2- write this formula for the cells of the new column.

=TEXT(B2,“ddd”)

Here B2 is the address of the cell which have the date of the day.

3- Specify this formula for other cells of the column.

week

4- Select the pivot table.

5- Click on the Analyze tab.

6- Select “Change Data Source”.

7- Modify the table rang of the pivot table.

8- Click Ok.

updatesource

9- Click on the Refresh.

refresh

How to Grouping Months in Pivot Table.

1- Right-click on the pivot table.

2- Click on the Group.

3- Choose Months.

4- Click Ok.

months

How to Grouping Months and Years in Pivot Table.

1- Right-click on the pivot table.

2- Click on the Group.

3- You can choose two different items at the same time, here we chose Months and years.

4- Click Ok.

years

How to Grouping Days of Week in Pivot Table.

1- Right-click on the pivot table.

2- Click on the Group.

groupday

3- In the Auto part unselect the boxes.

4- Here you should alter the Starting date,

For that, you should find the date of the first day of the week and enter that time for “Starting day”.

you can use from calender of your computer for that, here we should modify the date from 1/3/2018 to 1/1/2018.

alterdate

5- In the “By” part, choose “Days”.

6- Modify Number of days to seven.

7- Click ok.

weekday

excel pivottable