Working

Let’s take an example of Sales information which looks as below.

We want to summarize sales amount by Screen size by grouping products by Large Display, Small Display & Others.

Step 1: Select the Sales table from A1 to G25

Step 2: Go to INSERT Tab

Step 3: Click on Pivot Table

Step 4: Create PivotTable dialog box appears

Step 5: Click on OK

Step 6: Pivot Table fields appears in new sheet

Step 7: Drag Product to ROWS area

Step 8: Drag Quantity and Sales amount to VALUES area

Step 9: Now you start to group the Large Display products

Step 10: Select Desktop, Laptop, Smart TV & Television by press Ctrl key and selecting one by one.

Step 11: Click on ANALYZE tab

Step 12: Click on à Group Selection option in the Group group

Step 13: You can see that Group1 is created

Step 14: Select the Group1 Cell A4 and change the name to “Large Display”in Formula bar

 

Step 15: Select Phablet, Phone, Smart Phone & Tabletby press Ctrl key and selecting one by one for creating Small Display group.

           

Step 16: Click on ANALYZE tab

Step 17: Click on à Group Selection option in the Group group

Step 18: You can see that Group2 is created

Step 19: Select the Group2 Cell A7 and change the name to “Small Display” in Formula bar

Step 20: Select Ipod and Smart Watch by press Ctrl key and selecting one by one for creating Others group

Step 21: Click on ANALYZE tab

Step 22: Click on à Group Selection option in the “Group” group

Step 23: You can see that Group3 is created

Step 24: Select the Group3 Cell A5 and change the name to “Others” in Formula bar

Step 25: Result of grouping

Step 26: Go to DESIGN tab

Step 27: Click on Show in Compact Form from Report Layout in Layout group

Note: You can Ungroup by selecting the Group name cell (Large Display, Small Display and Others) and select Ungroup from “Group” group in ANALYZE tab

Scope of Usage

• Can be used to select your options and place them under a group
• Can be used to create your own customized groups in a Pivot table
• Can be used to ungroup the groups which have been created