
For groupings like Year and Month the interval is set to 1, but for Days you can set your own interval so you can group at an interval of 7 Days to group data into weeks. You can group by Seconds, Minutes, Hours, Days, Months, Quarters or Years and set the starting and ending times. To group the data by date, right click on a date in a column or row of your PivotTable and choose Group. If the data that you are looking at is date data then you can do something similar. Here is the data grouped by OrderID so it's more summarized than before. The data is now grouped into more manageable chunks based on the OrderID.

Here we've set the Starting At value, we've left the Ending At value for Excel to manage and we've left the By value at 10 as this works for our data - you can make groups larger or smaller by changing this value - to, say 5, 20, 50 or 100 and then click Ok. Here we're setting up the parameters for grouping the data - it will be grouped by OrderID into groups of ten consecutively numbered orders. To start at 10240, type this value into the Starting At box - you can set the starting point wherever you like even if that value doesn't exist in your data. However you can create a neater or different grouping by setting your own Starting At value. The default Starting At value that Excel offers is the first OrderID: 10248. Right now Excel is suggesting you group the items in multiples of ten starting at the Starting value. As the Order ID is a numerical field the dialog will be already configured for numerical grouping with a Starting At, an Ending At and a By value. To do this, right click one of the Order IDs in the PivotTable and choose Group. In this PivotTable each individual OrderID is represented in one row of the table, this is summarized data but not highly so.

Right now there is one row for each order which is cumbersome - we can group these to simplify the table. So, consider this example where the Order ID is a row label and a numeric field.

You can summarize the invoices by grouping the invoices together into groups of 5,10 or even 100 invoices.
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Grouping and Multiple Consolidation RangesĬonsider the situation where your PivotTable data includes a series of invoices that you are analyzing.
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This can be done by grouping the data and in this post I'll explain how to do this. When you're working with a PivotTable in Excel you may find that you have a lot of data in the table that needs to be summarized even further. Helen Bradley explains how to group data in Excel PivotTables to help further summarize and analyze your data.
