Grouping the Pivot Table.

It is possible to group information in a Pivot Table together, this in turn will enable you to perform more complex summary functions such as subtotals.

In the Pivot Table below we have fourteen different companies which we wish to separate into four regions (north, south, east & west).

Grouped.

The above screen displays all the companies together with grand totals.

1. To group the “Vendors” together, highlight the vendors that you wish to group.

An extra column titled “Vendor2” has been inserted, the default name for a group is “Group” and index number.

The default name can be changed, this is done by highlighting the name and entering a new name for the group in the formula bar.

Removing Group Level.

We use the same method as applying the grouping feature as to remove the group level, but selecting the Ungroup option instead of the Group.

Displaying Grouping Subtotals.

Once you have grouped the Pivot table information it is possible to insert a Subtotal for each of the grouping levels.

The above example includes the grouping levels for “North, East, South & West”.

The grouping level column has the column heading “Vendor2”, this heading was automatically given when the grouping level was applied to the “Vendors”.