High Impact Excel: Answers to Three Pivot Table Questions: Page 3 of 3 | AccountingWEB

High Impact Excel: Answers to Three Pivot Table Questions

3. Jack, an actuary, asked me a question I couldn’t answer on the spot. During the presentation, I showed how to group date-based fields by month, quarter, and/or year. Jack wanted to apply the same technique to group text items and e-mailed me the solution. Jack clicked on an item in the "Product" column, and then held down the Ctrl key on a second item. He then chose the "Group" command via the right-click menu to group apples and oranges together. He then created a group of the remaining products.

As shown in Figure 3, he added a subtotal and was free to reword Group 1 and Group 2 to his liking. Thank you, Jack, for adding another technique to my Excel toolbox.

 

Figure 3: You can group and subtotal unrelated items within a pivot table.

High Impact Excel: VLOOKUP Edition is scheduled for 2 p.m. Eastern time on February 27. Don’t miss out, register for one hour of free CPE today!

 

Wait, there's more!
There's always more at AccountingWEB. We're an active community of financial professionals and journalists who strive to bring you valuable content every day. If you'd like, let us know your interests and we'll send you a few articles every week either in taxation, practice excellence, or just our most popular stories from that week. It's free to sign up and to be a part of our community.
Premium content is currently locked

Editor's Choice

WHAT KIND OF FIRM ARE YOU?
As part of our continued effort to provide valuable resources and insight to our subscribers, we're conducting this brief survey to learn more about your personal experiences in the accounting profession. We will be giving away five $50 Amazon gift cards, and a $250 Amazon gift card to one lucky participant.
This is strictly for internal use and data will not be sold
or shared with any third parties.