How to group a pivot table manually

Lets take a look.

This pivot table shows a breakdown of sales and orders by product.

Lets use manual grouping to organize these products into 2 custom groups.

With these cells selected, click Group Selection from the Options tab on the PivotTable Tools Ribbon.

Excel will put the selected items into their own group and each remaining item into other groups.

it’s possible for you to repeat this process to make as many groups as you like.

The pivot table will summarize data using your new groups.

Like other fields, subtotals for manual groups can be enabled or disabled.

you could change this at any time to a name that makes more sense to you.

For example, lets change Product2 to Group.

Notice that the field name changes in the field list pane as well.

In a similar way, the actual group names can also be renamed at any time.

Just select a group title, and pop in a new name.

Lets rename Group 1 and Group 2 to New Products and Existing Products.

Then, select ungroup from the Options tab of the PivotTable Tools ribbon.

The grouping field is removed from the pivot table and from the field list.