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Grouping Columns in a Pivot Table

  1. #1
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    Grouping Columns in a Pivot Table

    I am trying to combine columns in a pivot table so that the numbers are added together for categories and so I can rename the overall category. When I select 2 headings, right click and select group, for example the headings in columns 2 and 3 of the attached, it does not allow me to group the columns.

    How can I go about doing this?

    Thank you!!
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  2. #2
    Valued Forum Contributor JeanRage's Avatar
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    Re: Grouping Columns in a Pivot Table

    Hi,

    The grouping of categories would require your database to have a field dedicated to these defined categories ... for the pivot table to group them ...

    HTH

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    Re: Grouping Columns in a Pivot Table

    It does. The data has seperate columns for the categories in the pivot table that I want to group. The names of the columns on the pivot table correspond to the names of the columns of the data.

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    Forum Guru Andy Pope's Avatar
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    Re: Grouping Columns in a Pivot Table

    Can you give a description of which columns you actually want to group.
    From what I can see all of your columns are exclusive.
    Cheers
    Andy
    www.andypope.info

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    Re: Grouping Columns in a Pivot Table

    I would like "Sum of CA EQ" and "Sum of PNW EQ" to be one column called "EQ".

  6. #6
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    Re: Grouping Columns in a Pivot Table

    They can't be grouped because they're data rather than column fields, this is fundamentally because your source data is a table, not a list, this can be "unpivoted" with a macro. That said, data can still be combined, via calculated fields...

    Better solution:
    Reformat your source data into a list format, so that your categories can be "pivoted" in the true purpose of pivot tables.

    Possibly simpler solution:
    Create a calculated item to sum your data, in your example:
    Select any cell in your pivot table
    Insert->Calculated field
    Name your field
    In the list double-click Multiperil
    +
    double-click US Wind
    OK

    You will see your created field at the bottom of the pivot table field list window, drag it into your table to see it work.

    HTH

  7. #7
    Forum Guru Andy Pope's Avatar
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    Re: Grouping Columns in a Pivot Table

    As CC suggests with your current data layout a calculated field can be used.
    I had to add a data point to the "PNW EQ" column in order to illustrate the summation.

    PivotTable Tools > Options > Tools > Formulas > Calculated Fields.
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