Here's how to group dates, numbers, or text in a PivotTable:

Grouping Dates:

1. Add the date field to the Rows area: Drag the date field you want to group by and drop it into the Rows section of the PivotTable Fields pane.
2. Optional Automatic Grouping (Excel 2016+): By default, Excel might automatically group dates by year, quarter, or month. If this happens and you don't want it, you can undo it by right-clicking on a date group and selecting "Ungroup."
3. Manual Grouping (all Excel versions): Right-click on any date in the PivotTable and choose "Group." This opens the "Group" dialog box.
4. Select Time Period: In the "Group" dialog box, under "By," choose the desired time period for grouping (e.g., Years, Quarters, Months).
5. Optional Customization: You can further customize the grouping by setting starting and ending dates or using specific intervals (e.g., group every 3 months).
6. Click OK: Click "OK" to apply the grouping to your PivotTable.

Grouping Numbers:

1. Add the number field to the Rows or Columns area: Drag the number field you want to group and drop it into either the Rows or Columns section of the PivotTable Fields pane.
2. Right-click and Group: Right-click on any number in the PivotTable and select "Group."
3. Set Up Groups: In the "Group" dialog box, you have two options:
* Starting at/Ending at: Define a range for your groups by entering specific starting and ending values.
* By: Choose a set interval for grouping (e.g., group numbers every 10).
4. Click OK: Click "OK" to apply the grouping to your PivotTable.

Grouping Text:

1. Add the text field to the Rows or Columns area: Drag the text field you want to group and drop it into either the Rows or Columns section of the PivotTable Fields pane.
2. Text is automatically grouped: Unlike dates and numbers, text is typically grouped automatically by each unique text entry.

Remember:

* You can group by multiple fields in a PivotTable for more complex analysis.
* Grouping helps you see summarized data within specific categories.
* Experiment with different grouping options to get the insights you need from your data.