Group and Ungroup Text Items in Pivot Table

The Grouping dialog box isn’t available if you try to group items in a text field. Instead, you can manually group the items.

  1. Select the all of the items that you want to group
  2. Right-click on one of the selected items, and click Group

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If the items are not adjacent, click on one item to select it, and then press the Ctrl key while you click on additional items for the group.

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Rename a Group

When you create a group, it gets a default name, such as Group 1. You can change that name to something meaningful.

  1. Click on the heading cells with the default name, e.g. Group1
  2. Type a new name.

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Ungroup Manually Grouped Items

After you manually group text items, you might want to ungroup some, or all, of the groups in a pivot field.

To ungroup a single group:
  1. Right-click on an item in the group
  2. Click Ungroup, and the group reverts to individual items.

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To ungroup a single group:
  • Click at the top of a group heading, or click at the top of the pivot field, to select all of the items

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  • Right-click on an item in the group
  • Click Ungroup, and all of the selected groups revert to individual items.

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Video: Group and Ungroup Text Items

To see the steps for grouping and ungrouping text items in a pivot table, watch this short video.

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