Lesson 251: Creating groups of data in Excel

You can completely group data in Excel pivot tables. We’ll look at an example of multiple row fields, multiple value fields, and multiple report filter fields.

Remember, our dataset consists of 213 records and 6 fields: Order ID, Product, Category, Amount, Date and Country.

Create data groups in Excel

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First, insert a pivot table. Next, drag the following fields into different areas.

1. The Category field and the Country field enter the Rows area.

2. Amount field for the Values ​​area.

You can see the table below.

Multiple value fields

First, insert a pivot table. Next, drag the following fields into different areas.

1. Country Field on Rows.

2. Amount field for the Values ​​area (2x).

Note: if you drag the Amount field to the Values ​​area a second time, Excel will also fill the Columns area.

Summary:

3. Next, click any cell inside the Sum of Amount2 column.

4. Right click and click Value Field Settings.

5. Enter Percentage in Custom Name.

6. On the Show Values ​​Asg tab, select % of Grand Total.

7. Click OK.

Result:

Multiple filter fields

First, insert a pivot table. Next, drag the following fields into different areas.

1. Order ID in Rows.

2. Amount field in Values.

3. The Country field and the Product field enter the Filters area.

4. Next, select United Kingdom from the first filter and Broccoli from the second.

The dashboard shows all ‘Broccoli’ orders to the United Kingdom.

In addition, you can also see many other excel articles here.