Group items in a PivotTable

You can group items in a field in a custom way to help you isolate a subset of data that satisfies your own individual needs, and that cannot be easily grouped in other ways, such as sorting and filtering.

Notes:

• You cannot group items for Online Analytical Processing (OLAP) source data that does not support the CREATE SESSION CUBE statement.
• You cannot add a calculated item to a grouped field. You must first ungroup the items, add the calculated item, and then regroup the items.

Group numeric items

Group dates or times

Group selected items

Ungroup items

Group numeric items

1. Select the numeric field in the PivotTable report that you want to group.
2. On the Options tab, in the Group group, click Group Field.
3. In the Starting at box, enter the first item to group.
4. In the Ending at box, enter the last item to group.
5. In the By box, type a number that represents the interval included in each group.

Group dates or times

1. Select the date or time field in the PivotTable report that you want to group.
2. On the Options tab, in the Group group, click Group Field.
3. Enter the first date or time to group in the Starting at box, and enter the last date or time to group in the Ending at box.
4. In the By box, click one or more time periods for the groups.

   To group items by weeks, click Days in the By box, make sure that Days is the only time period selected, and then click 7 in the Number of days box. You can then click additional time periods to group by, such as Month, if you want.

Group selected items

1. Select the items in the PivotTable report that you want to group, either by clicking and dragging, or by holding down CTRL or SHIFT while you click.
2. On the Options tab, in the Group group, click Group Selection.

Note For fields organized in levels, you can only group items that all have the same next-level item. For example, if the field has levels Country and City, you can't group cities from different countries.

Ungroup items

1. Select the items that you want to ungroup.
2. On the Options tab, in the Group group, click Ungroup.

   For a group selection, only the selected items are ungrouped. For a numeric or date and time field, all groups for the field are ungrouped.