Grouping Pivot Table Fields

Grouping fields in the pivot table Layout panel changes how detailed your table data is. If you set more than one field as a row or column, you can show subsets of data in your table.

For example, in the transaction table below, only the sales rep field is set as a row. The pivot table only shows total transactions for each sales rep.

Transaction pivot table.

If you also define the entity field as a row however, the table displays the total transactions per sales representative and customer.

Grouped pivot table fields.

Try grouping different fields in your pivot table layouts to analyze different subsets of data.

Related Topics

General Notices