Excel - Pivot Tables - Grouping

Background Information

When using Pivot Tables in Excel, you may need to group by categories in order to show summarized information. For this example, a Pivot Table has already been created. Please review the attached pdf for this example.

Example Grouping

  1. This example is sorted in Descending order by 2010 Values. To sort, click on the drop-down to the right of the Row Labels header. Choose “Sort Descending.” This will sort the range from Highest number to Lowest number.
  2. Select the rows of items that should be grouped together. This group will be called “Other” in the final Pivot Table. The group will condense fields with smaller number values into one group for simplified viewing on the Pivot Table.
  3. In the Options tab of the Pivot Table Tools, select “Group Selection” from the Group section.
  4. The items will be grouped as one, and the group can be renamed by clicking into the “Group 1” label cell (in this example – cell A10) and typing the name.
  5. Minimize all groups in the Options Tab, Active Field Section.

 

To review images or save/download/print a copy of this Job Aide, please select the pdf attachment.

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