We can the group the text,date or numbers in pivot date. below are the example for grouping the text and date in a Pivot table.
Group for Text:
Let’s say we have product wise sum of sales and sum of sales and sum of revenue.
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We have to create 2 groups, one for Product 1 & 2 and second group for Product 3 & 4.
- Select the Product 1 and Product 2 together.
- Right click and click on the Group option.
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Group1 will be created for Product 1 and Product 2. Now select the the Product 3&4 and make the Group.
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Once both the groups will be created, our pivot table will look like below image –
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Group for Dates:
We also can make Group for dates by Years, Quarters, Months, Days, Hours, Minutes and Seconds.
for example we have date wise sum of sales and sum of revenue.
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Right click on the date and click on the group.
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Grouping window will be displayed. In this window different options are available for grouping. Let’s say we want to make group by “Months“. Select the months and click on OK.
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After grouping by Months our pivot table will be look like below image-
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We can group by multiple option like by Years and Quarters. Select the Years and Quarters both in Grouping window.
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After grouping by years and quarters our pivot table will look like below image-
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Ungroup:
To ungroup the dates in pivot table, click on the pivot table and click on Ungroup. Dates will be ungrouped.
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