Group Pivot Items in Excel
Grouping items in a Pivot Table allows you to summarize data into meaningful categories, such as dates, numbers, or text ranges.
Keyboard Shortcut
| Windows | Mac |
|---|---|
| Alt + Shift + Right Arrow | Command + Shift + K |
What Does This Shortcut Do?
This shortcut groups the selected Pivot Table items, creating a collapsible field in the Pivot Table to organize your data more efficiently.
How to Use the Shortcut
- Select the items or rows/columns in your Pivot Table that you want to group
- Press the keyboard shortcut:
Windows: Alt + Shift + Right Arrow
Mac: Command + Shift + K - The selected items will be grouped into a single collapsible field
Tips & Best Practices
- Use grouping to summarize dates into months, quarters, or years
- Combine with subtotal and filter options for easier data analysis
- Grouping can also be applied to numeric ranges for better reporting
FAQ
- Q: Can I group multiple non-contiguous items?
- No, only contiguous items can be grouped using the shortcut.
- Q: How do I ungroup items later?
- Use Alt + Shift + Left Arrow (Windows) or Command + Shift + J (Mac) to ungroup selected items.
- Q: Can I group text fields?
- Yes, you can group text fields, numeric fields, and date fields in a Pivot Table.