PivotTables

Group or ungroup data in a PivotTable

Excel Help & Training

PivotTables

Group or ungroup data in a PivotTable

In this course:

  • Create a PivotTable to analyze worksheet data



    Article

  • Use the Field List to arrange fields in a PivotTable



    Article

  • Group or ungroup data in a PivotTable



    Article

  • Filter data in a PivotTable



    Article

  • Create a PivotChart



    Article

Next:


Share & coauthor

Group or ungroup data in a PivotTable

Excel for Office 365
Excel 2019
Excel 2016
Excel 2013
Excel 2010
Excel 2007
More…
Less

Grouping data in a PivotTable can help you show a subset of data to analyze. For example, you may want to group an unwieldy list of dates or times (date and time fields in the PivotTable) into quarters and months, like this image.

Note: The time grouping feature is new in Excel 2016. With time grouping, relationships across time-related fields are automatically detected and grouped together when you add rows of time fields to your PivotTables. Once grouped together, you can drag the group to your Pivot Table and start your analysis.

Dates that are grouped by months and quarters


Your browser does not support video. Install Microsoft Silverlight, Adobe Flash Player, or Internet Explorer 9.

Group data

  1. In the PivotTable, right-click a value and select Group.

  2. In the Grouping box, select Starting at and Ending at checkboxes, and edit the values if needed.

  3. Under By, select a time period. For numerical fields, enter a number that specifies the interval for each group.

  4. Select OK.

Group selected items

  1. Hold Ctrl and select two or more values.

  2. Right-click and select Group.

Name a group

  1. Select the group.

  2. Select Analyze > Field Settings.

  3. Change the Custom Name to something you want and select OK.

Ungroup grouped data

  1. Right-click any item that is in the group.

  2. Select Ungroup.

Need more help?

You can always ask an expert in the Excel Tech Community , get support in the Answers community , or suggest a new feature or improvement on Excel User Voice .

See Also

Create a PivotTable to analyze worksheet data

Facebook

LinkedIn

Email

Expand your Office skills

Explore training

Get new features first

Join Office Insiders