XL98: How to Use Grouping for Fields in a PivotTable

ID: Q193428

The information in this article applies to:

Microsoft Excel 98 Macintosh Edition

SUMMARY

In Microsoft Excel, you can group a field that is a date, a time, or a number. With date and time pivot fields, data in the table can be grouped into specific periods. With numeric pivot fields, data in the table can be grouped into evenly incremented groups, such as by tens or hundreds.

MORE INFORMATION

Grouping with Dates/Times

The steps below demonstrate how you can use grouping for a PivotTable field that is a date. In this example, weekly (seven-day) sales totals are displayed for each employee.

In a new worksheet, type the following data:


       A1: Date           B1: Employee     C1: Amount
       A2: 1/2/98         B2: 111          C2: 2
       A3: 1/5/98         B3: 333          C3: 3.89
       A4: 1/6/98         B4: 333          C4: 1.78
       A5: 1/9/98         B5: 444          C5: 7.65
       A6: 1/11/98        B6: 222          C6: 4.6
       A7: 1/13/98        B7: 111          C7: 1.3
       A8: 1/20/98        B8: 444          C8: 3.65
       A9: 1/21/98        B9: 333          C9: 3.98
      A10: 1/30/98       B10: 222         C10: 6.9

Start the PivotTable wizard. To do this, click PivotTable Report on the Data menu.

In step 1 of the PivotTable Wizard, click Microsoft Excel list or database, and click Next.

In step 2 of the PivotTable Wizard, type A1:C10, and click Next.

In step 3 of the PivotTable Wizard, drag the Date field to the Column area, the Employee field to the Row area, and the Amount field to the Data area, and then click Next.

In step 4 of the PivotTable Wizard, select where to place the PivotTable. To do this, click Existing Worksheet; type E1, and click Finish.

Select cell F1. On the Data menu, point to Group And Outline, and then click Group.

In the By box, click to clear Months, and select Days. Select 7 for the Number Of Days, and click OK.

The Dates in the PivotTable are grouped by week.

Grouping with Numbers

The steps below demonstrate how you can use grouping for a PivotTable field that is a number. This example displays a count of the employees for sales between 0 and 100, in groups of 10.

In a new worksheet, type the following data:


      A1: Employee     B1: Sales
      A2: Brown        B2: 81.45
      A3: Doe          B3: 99.66
      A4: Smith        B4: 89.88
      A5: Ward         B5: 86.96
      A6: Grady        B6: 78.37
      A7: Turner       B7: 24.16
      A8: Williams     B8: 79.17
      A9: Earnhardt    B9: 44.35
     A10: Ford        B10: 25.40

Start the PivotTable wizard. To do this, click PivotTable Report on the Data menu.

In step 1 of the PivotTable Wizard, click Microsoft Excel list or database, and click Next.

In step 2 of the PivotTable Wizard, type A1:B10, and click Next.

In step 3 of the PivotTable Wizard, drag the Sales field to the Column area, and drag the Employee field to the Data area, and then click Next.

In step 4 of the PivotTable Wizard, select where to place the PivotTable. To do this, click Existing Worksheet; type E1, and click Finish.

Select cell F1. On the Data menu, point to Group And Outline, and then click Group.

In the Starting At box, type 0. In the Ending At box, type 100. In the By box, type 10, and then click OK.

The values in the Sales field are grouped by tens.

Additional query words: XL98

Keywords : kbdta xlwiz xlpivot
Version : MACINTOSH:98
Platform : MACINTOSH
Issue type : kbhowto