As an example, I use the following Pivot Table report. Group a Pivot Table by Numbers. In this section, I explain how you can do it. I publish a lot of Tutorials and resources about Microsoft Excel and VBA. In the example we work with, this looks as follows: Once Excel adds Field(s) to the Pivot Table Field List, you can work with them as usual. Use a keyboard shortcut, such as “Ctrl + V”, “Alt, H, V, P” or “(Shift + F10), P”. In the example below, I ungroup the Items within the Surface group in the Pivot Table below. In the example we look at, I enter the following inputs: After you enter the grouping conditions in the Grouping dialog, confirm your input by clicking on the OK button in the lower right corner of the dialog box. Any field added as a row or column label is automatically grouped by the values that appear in that field. Time grouping is generally triggered when you add a date or time Field to either the Rows or Columns Areas of a Pivot Table report. If you checked that box, you won't be able to group any items in the pivot table. In this scenario, the process of ungrouping Pivot Table data looks as follows: Let's go back to the examples used in previous sections of this Tutorial to see how each of the 4 scenarios above looks like in practice: I show how the time grouping feature works in Excel 2016 in a previous section. In the example below, I add the newly-added Week Field at the bottom of the Rows Area. Once you're sure that the range is correct, click Next on the lower right side of the dialog box. The Date Field continues to appear within the Rows Area in the Pivot Table report. Therefore, if you have several Pivot Tables and want to apply different Field-grouping criteria, you want to avoid sharing the Pivot Cache. In the example shown, a pivot table is used to count the names associated with each color. The grouping and ungrouping features of Pivot Tables allow you to easily do this. Notice the following: Strictly speaking, this completes the process of manually grouping Pivot Table Items. You can find this under Ribbon > Analyze > Active Field. Pivot Cache sharing has several benefits. Alternatively, use the keyboard shortcuts “Shift + Alt + Left Arrow”, “Alt, JT, U” or “(Shift + F10), U”. Excel only ungroups the selected group (Surface). Consider the following main rules: If you work with Excel 2016 and take advantage of the time grouping feature that I explain in a previous section, there's an additional consideration: the effects of undoing (“Ctrl + Z” keyboard shortcut) after time grouping is triggered. Here is a Group –> Group Selection. How to Group by Month in Pivot Table in Google Sheets You can never understand the true power of spreadsheet tools such as Google Sheets and Excel until you master the use of Pivot tables . Therefore, you can automatically group date or time Fields in 1 single step: As an example, I add the Date Field to the Rows Area of the Pivot Table report above. If you automatically group Fields with time grouping, Excel assigns default names and labels to the newly created Fields and groups. Notice how Excel displays the data grouped by year, quarter and month. in cell M4, the dynamic array formula automatically updates, to show fields for the selected group We also want the main pivot table, on the WO_Pivot sheet to update, and show the selected groups fields in the Values … Go to the Change PivotTable Data Source dialog box. Move the Field to the Rows or Columns Area. But first, I introduce the Pivot Table reports that I use for the examples/illustrations within this section: For the step-by-step explanation of how to automatically group Fields in a Pivot Table, I use the following 2 report examples. To confirm that you want to ungroup the Items, select Ungroup. STEP 3: In the Number of days section, type 7. You can, basically, specify the grouping settings of your new Pivot Table here without influencing the Pivot Table that you originally copied. In the example we're working with, I enter “Months”. The following sections also apply to automatic grouping and time grouping, which I explain in previous sections. Pivot Table grouping is quite flexible. This step is the same as the first step to manually group of Pivot Table Items through a contextual menu. These results look as follows: Excel assigns default names and labels to any newly created Fields or groups. Excel ® is a registered trademark of the Microsoft Corporation. Insert the pivot table first like the below one. Closing and opening the source workbook. The source data contains three fields: Date, Sales, and Color. Automatic grouping works well with the following: In the examples we're working with, I right-click on the following: After your right-click on a Pivot Table Field suitable for automatic grouping, Excel displays a contextual menu. Fields The pivot table shown is based on two fields: Name and Color. Sometimes, you don't even need to close the workbooks. The list can contain any of the other types (except list). Notice that Excel automatically does the following: If you're working with data model Pivot Tables, consider the following restriction: If you drag a date Field that has more than 1,000 rows of data from the Field List to a Pivot Table Area, the Field is removed from the Field List. Generally, you can automatically group Items in a Pivot Table in the following 6 easy steps: The process above works through a contextual menu. The following GIF image shows the whole 3-step process: In the section where I explain how to automatically group date/time or numeric Pivot Table Fields, I show the following 2 Pivot Table examples: In the following sections, I go through each of the steps required to ungroup these Fields both manually and with the applicable keyboard shortcut. In a pivot table, you can group dates, number and text fields. However, if you select a cell within the source data prior to launching the Pivot Table Wizard, Excel is usually able to select the entire range of your source data by default. As I mention in step #1 above, Excel should determine the range automatically. There are other ways (in addition to the 3 I explain here) to achieve this same objective. As I mention above, you may apply this process to more Pivot Tables. In the example we're working with, this looks as follows: Once the data source range specification includes the helper column(s), click the OK button in the lower right side of the dialog box. In this video, we introduce you to the pivot table and explain why pivot tables are useful. Thereafter, you can work with that new Field in the same way as with regular Fields. Copy the Pivot Table using either of the following methods: The keyboard shortcuts “Ctrl + C”, “Ctrl + Insert”, “Alt, H, C, C” or “(Shift + F10), C”. Substitute the existing name with a new one. Group the Items within the Field, using the methods I describe in previous sections. Use different range names for the source data. Make sure that all the data within the column(s) that serve as source for the Field(s) you want to group is of the same type. 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