Monday, 20 March 2017

Grouping Data In Pivot Table

    
"Grouping Pivot Table" comes in rescue when we have a huge data on daily basis and we have to compile the data so it is not possible to make a pivot table on daily basis data then we have a option of Grouping Pivot Table.

What Grouping Pivot Table option does, it converts days wise data  into "Months", "Weeks", and "Years" according to our need.

So this is the main reason of using  "Grouping Pivot Table" option.

Like in the below given image we have the data for each single day,  so if we have a huge data around 10 to 15 thousands of rows by date wise. So Grouping is the only option to make a Pivot Table reports. 




The below given pivot table is without “Grouping Pivot Table” option and we can see that it is too long and difficult to calculate data accosting to individual date wise but when we calculate the data by the Date which falls on the same month, like the data of Jan, Feb, Mar, etc. then it will be very easy to create a Pivot Table.

So for grouping the data simply right click on the pivot tale on the date column and then select Grouping option it looks like as below given image

And when we click on Group option it looks like the below given image


1st box you can see that “Starting at” and “Ending at” you can give the start date by your choice and it will generate the Pivot Table according the data select, it will only given range between the selected period.

2nd box is the main box you can convert your data by “Years”, “Quarters”, “Months”, “Days”, “Hours”, and so on as its mentioned on the list.

3rd box represents that,” if you want weekly status then 3rd box comes in rescue like you can increase that “Number of days:” by 7 and it will provide the data according to weekly basis.

Now if you click on month  and press “OK” button the following Pivot Table will appear.


Now all the date have been convert into “Month”, this option will cumulate all the date wise data in a month and all the month names are appearing  in the pivot table with the cumulative data with column “2013” and “2014” respectively and the Grand total as well.

This is the month wise data and by the Group Pivot table we can generate the data by “Year wise” also and “By the Month and Year wise also”. Like in this below mention image the data will be according to “Year and Month”



Grouping Dates by Week

In the below given image we can generate the report by weekly basis also by selecting the “Days” and increasing the “Number of days: 7” and then click ok




When we click “Ok” button then we will have the  below given image



So this tutorial was completely dedicated for Grouping in Pivot Table and there are another       
more feature in Pivot table, we will discussed in further tutorials.


Narendra

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