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!

 

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