Excel Videos - Pivot Table Groups and Filters

Short Excel videos show how to group items in a pivot table, add report filters, apply date filters, and more tips

Group Data in an Excel Pivot Table

In an Excel pivot table, you can group dates, number and text fields. For example, group order dates by year and month, or group test scores in bands of 10. You can manually select text items in a pivot table field, and group the selected items. This lets you quickly see subtotals for a specific set of items in your pivot table.

For written instructions for this Excel video tutorial, see the full article: Excel Pivot Tables -- Grouping Data

Pivot Table Grouping Affects Another Pivot Table

When two pivot tables are based on the same Excel Table as source data, by default, those pivot tables will share one pivot cache.If you group the dates in one pivot table, those dates will be automatically grouped in the second pivot table, because of the shared pivot cache.

In this pivot table video tutorial, you can see the simple steps for creating a second pivot cache, so the two pivot tables can create different date groupings. For written instructions, see Pivot Table Grouping

Add Report Filters in an Excel Pivot Table

To focus on specific data in an Excel pivot table, you can add one or more Report Filters.

For more pivot table tutorials, see the list of articles: Excel Pivot Tables

Use Date Filters in an Excel Pivot Table

To focus on specific dates or date ranges in an Excel pivot table, you can add use Date Filters. Click the checkboxes in the list of dates, or enter a specific date range, or choose a dynamic date range..

For more pivot table tutorials, see the list of articles: Excel Pivot Tables

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