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Create and format PivotTables and PivotCharts

Group data in PivotTables

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PivotTables are a great way to summarize, analyze, explore, and present your data. You can even group the data in a PivotTable to enhance the layout and format of your PivotTable reports.

Group data

  1. In the PivotTable, right-click a value and select Group.

  2. In the Grouping box, select the Starting at and Ending at checkboxes, and edit the values if needed.

  3. UnderĀ By, select a time period. For numerical fields, enter a number that interval for each group.

  4. Select OK.

Group selected items

  1. Hold Ctrl and select two or more values.

  2. Right-click and select Group.

Name a group

  1. Select the group.

  2. Select Analyze > Field Settings.

  3. Change the Custom Name to something you want and select OK.

Ungroup grouped data

  1. Right-click any item that is in the group.

  2. Select Ungroup.

Want more?

Group or ungroup data in a PivotTable report

Filter dates in a PivotTable or PivotChart report

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