Category Archives: Group and Total

Pivot Table Custom Subtotals in Excel

In a pivot table, subtotals are automatically added to the outer fields, when you add more fields below them. The innermost field doesn’t show subtotals, but you can force them to appear, by creating pivot table custom subtotals. Learn more … Continue reading

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Excel Pivot Table Grand Total Headings

When a pivot table has grand totals, Excel automatically names those totals. I’ll show you some examples, with details on which grand total headings you can change, and which ones you can’t.

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Grouping Dates Add Extra Items in Pivot Table Filter

Last week, someone asked me how they could get rid of the extra items that appear in the filter, when you group a date field. Maybe you’ve seen them too – they start with a less than or greater than … Continue reading

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Show Running Total in Excel Pivot Table

With a running total in a pivot table, you can see how amounts accumulate over a period of time, or through another field, such as products, or customers. In the screen shot below, the Quantity field shows a running total … Continue reading

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Excel Meal Planner With Pivot Table

Now that fall is here, you might be back into a routine of weekly meal planning, and Excel is a great tool to use for that. To help you get started, there is a weekly meal planner on my Contextures … Continue reading

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Group By Periods in Excel Pivot Table

If you’re working with dates in a pivot table, it’s easy to group them by years, months or days – those are options in the Group By dialog box. However, sometimes you might need a different type of date grouping. … Continue reading

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Grouping Shows Items Before and After Date Range

When you group a date field, Excel automatically creates creates groups for all the dates before the start date and after the end date. These items start with a “<” or a “>” symbol, such as “<2012-01-01” and “>2013-12-31” Usually, … Continue reading

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Find MIN IF and MAX IF From Excel Pivot Table

In Excel, you can use array formulas to find MIN IF and MAX IF. For example: What was the lowest total order price for the Carrot Bars product? What was the highest price for that product? In the screen shot … Continue reading

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Prevent Subtotals from Appearing

If you add more than one field to the Rows or Columns area in a pivot table, some of the fields automatically get subtotals. In the screen shot below: the City field has a subtotal, because it is an outer … Continue reading

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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. Select the all of the items that you want to group Right-click on one of the selected … Continue reading

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