What are Pivot Tables

What are Pivot Tables

A Pivot Table is a data processing tool used in spreadsheet software like Microsoft Excel, Google Sheets, or other data analysis tools. It allows the creation of a summary of large datasets by grouping, aggregating, and analyzing data dynamically. Pivot tables are mainly helpful when dealing with huge amounts of data, as they simplify the process of generating meaningful reports without the need for complex formulas or programming....

What is Grouping Data in the Pivot Table

Grouping data in Pivot Table refers to a powerful data organization feature in Excel, allowing users to effortlessly categorize information based on various criteria such as dates, numbers, and text fields. For instance, you can group order dates by year and month or create convenient score bands when working with test results, facilitating more in-depth performance analysis. The process of pivot table grouping is user-friendly and intuitive, involving the manual selection of specific text items within a pivot table field and then grouping these chosen items to promptly generate subtotals for a particular subset of data in your pivot table. This functionality proves invaluable when focusing on specific categories within your dataset, enhancing the precision and efficiency of data analysis....

Types Of Grouping Pivot Table Data in Excel

In the Pivot data table, data can be grouped based on Dates, Numbers, and Text values....

Automatic Date Grouping in Excel

Automatic date grouping is a convenient and time-saving feature that is available in Excel 2016 and later versions when working with Pivot tables. When you add a date field to a Pivot table, Excel automatically groups the dates based on the selected time period, such as by year, month, or quarter. This makes it easier to analyze and summarize time-based data effectively....

How to Turn Off Automatic Date Grouping

Follow the below steps to turn off the automatic date grouping feature:...

How to Undo the Date Grouping

To undo the data grouping for all Excel 2016 and later, you need to manually ungroup the dates with the below method:...

Keyboard Shortcut

Follow the given steps to undo the date grouping through the Keyboard shortcut....

Ungroup Command

Follow the below steps to Undo the Date Grouping by Ungroup Command...

How to Group Dates in Pivot Tables in Excel By Month and Year

Step 1: Create a Pivot Table...

How to Group Dates in Pivot Tables in Excel by Week

By following the procedures listed below, you can arrange the entries in a Date field by week...

How to Remove Extra Items in Grouping Dates

When you group a date field in an Excel Pivot table, you may notice that new items are added, for all the dates before the start date and after the end date. These extra items are denoted with “<” or”>” symbols, such as “<15/05/2023” and “>12/12/2023,” and are based on the first and last dates in the source data....

Grouping Numbers

Number Grouping in Pivot tables is a powerful feature that helps you to create a more concise and organized summary of numerical data. Instead of listing numbers individually in a row field, you have the option to group them together based on specific intervals or ranges, making it easier to analyze the data....

How to Group Text Items in Pivot Table

It is not possible to group text data using the above method in Excel. It will throw an error if we try to do so. So, we have to select data manually that we want to group, and then group it....

How To Rename the Group in Pivot Table

You can also rename the group according to you. Follow the below steps to rename the Group...

How To Add More Items to a Group in Pivot Table

This is a useful feature when you need to add some data after grouping. Follow the below steps:...

How to Ungroup Text Items in Pivot Table

After manually grouping the text items in a Pivot field, there might be instances where you need to ungroup certain data or all of them. Excel provides easy methods to accomplish both tasks efficiently....

How to Ungroup a Single Group

Step 1: Right-click on any item within the desired group....

How to Ungroup All Groups in Pivot Table

Step 1: Click the Group Heading...

FAQs

How do I delete unwanted data from a pivot table? To remove undesired data from a pivot table, initiate the process by right-clicking on any cell within the pivot table. Next, navigate to the PivotTable options and access the Data tab within the PivotTable Options dialog box. Within the Retain Items section, opt for ‘None’ from the available dropdown list....