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Grouping in Pivot Table

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    Grouping in Pivot Table

    All of the YouTube videos that I've seen on grouping data in a pivot table don't have that many records, what a dozen at the most?

    Here I have a pivot table with 344 lines, that needs grouping.

    I had to reach out to the client to ask which of the 344 payees were subcontractors, and it would come to me in pieces; different emails identifying the subcontractors a few at a time.

    So, I had to add items to the group as they came in from the client.

    This was the most difficult task in dealing with this data set.

    I want to ask the Group following questions:

    1. Is there a simpler way to select the items/lines as they were not conveniently available on the screen (some were dozens, if not hundreds of lines apart)
    2. a way to sort the group (I wanted the phrase Subcontractors to come before Vendors)
    3. is there a simpler way to add/remove brackets from the Group
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    Re: Grouping in Pivot Table

    No 2. Click on Classification and choose Sort Ascending.
    Trevor Shuttleworth - Retired Excel/VBA Consultant

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    Re: Grouping in Pivot Table

    Thank you, that solved bringing Subcontractors before Vendors, but....

    What if I had the classifications differently named? Subcontractors and Merchants (or Check recipients, or Recipients)?

    The focus of this group classification was to separate the Subcontractors, which for audit purposes what the reader of this report is focused on.

    And therefore need to keep/have Subcontractors at the top.
    Last edited by Waverly; 06-23-2023 at 10:28 PM.

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    Re: Grouping in Pivot Table

    there is no source data so hard to say anything

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