Grouping PivotTable fields


show more Grouping PivotTable fields provides you with in-depth training on Business. Taught by Curt Frye as part of the Excel 2010: Pivot Tables in Depth show less
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Grouping PivotTable fields

When you summarize your data using a PivotTable, Excel organizes the data based on the order of the fields and the Columns area and in the Row area. You can then use the expand and collapse controls at each organizational level to hide the details for those rows. So for example in this PivotTable, the Row area is arranged by Company, Year and Month. If I wanted to hide all of the details for the months within the year 2009 for example, then I could click the Collapse control here beside 2009, and when I do I just see the summary for 2009 as opposed to the individual months.

If I click the expand control, then the details reappear. Now the months represent the lowest level of organization so you can't hide them individually. As the PivotTable stands now, you can only hide the monthly results by hiding every month for an entire year. But if you do want to show or hide groups of months, you can do so by creating a group. A group is a user-defined set of rows that you can expand or colla...

Grouping PivotTable fields
Video duration: 3m 17s 3h 43m Intermediate

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Grouping PivotTable fields provides you with in-depth training on Business. Taught by Curt Frye as part of the Excel 2010: Pivot Tables in Depth

Subject:
Business
Software:
Excel
Author:
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