Ungroup feature in pivot table (single item)

We’re experimenting with using the Group feature of pivot tables to get through an insurance audit, where the focus is on employees and subcontractors.

We are manually grouping (a text field) the payees that we believe to be subcontractors in the pivot table. The pivot table is based on 1804 transactions from the data set (from the insured’s bank statements), and the pivot table itself contains 270 (different) records.

It is our contention that merchants were different from vendors, and have identified two small plumbing stores that the insured made purchases from for parts, any erroneously included them in the subcontractor group. Now our subcontractor total amount is overstated by the amount paid to the small merchants.

My question is how do we edit or otherwise correct that manual group?

I’ve been Goggle searching YouTube and the web, but have only found videos and instructions on how to manually create a group in a pivot table, not how to edit that group or remove one of the records from that group.

It seems as though one has to ungroup the entire group and have all the selections revert back to individual records and then re-create the group selecting the correct records.

It seems to group feature does work, but not when you have so many different records in the pivot table. If we had only a dozen or so we wouldn’t mind grouping it on grouping to get it right, but to have to this role through 270 records to identify the correct members of a group is a bit troublesome, and we would love to just only have to edit the existing group.

I thank the group in advance for any advice or suggestions that they might give on this issue.1.jpg

The source data contains 1804 records, which combine down to 270 pivot table records.

Creating a separate field to flag subcontractors in the source data would be redundant to creating the Group; we're finding it easier to just create the group in the pivot table.