You are learning PivotTables in MS Excel
How to group and ungroup rows and columns in a PivotTable?
Here's how to group and ungroup rows and columns in a PivotTable:
Grouping:
1. Select a field: Click on a field header (row or column) that you want to group.
2. Right-click and choose Group: Right-click the selected field header and choose "Group" from the context menu.
* Grouping by Numbers: If the field contains numerical values, the "Grouping" dialog box will appear. You can choose to group by:
- Starting at and Ending at specific values.
- By a specific time period (e.g., years, quarters, months).
- By a custom interval (e.g., group every 5 numbers).
* Grouping by Text: If the field contains text values, Excel will automatically group them alphabetically by default.
Ungrouping:
1. Right-click on the group header: Click on the group name displayed in the row or column header.
2. Choose Ungroup: From the context menu, select "Ungroup."
Additional Points:
* You can group by multiple fields in either rows or columns for a more granular analysis.
* Grouping creates subtotals for the grouped data, which can be collapsed or expanded for detailed view.
* Right-clicking on a group header also allows you to rename the group for better clarity.
* Ungrouping removes the grouping and displays all the original data points within that field.