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Group Sales with a Pivot Table

Group Sales with a Pivot Table A Pivot Table allows you to Group your transactional sales values... read more

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John Michaloudis
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Steps To Follow

Overview

Group Sales with a Pivot Table | MyExcelOnline Group Sales with a Pivot Table | MyExcelOnline

Group Sales with a Pivot Table

A Pivot Table allows you to Group your transactional sales values by any range that you want.  You can then summarize each sales group and see the total sales and the number of transactions that they have produced.  This is useful for pricing analysis.

download workbookGroup-Sales.xlsx

This is our set of data that we will use:

Group Sales with a Pivot Table

STEP 1: Drop Sales into Rows

Group Sales with a Pivot Table

STEP 2: Right click on your Pivot Table and select Group

Group Sales with a Pivot Table

STEP 3: You can start and end at any value. Click OK

Group Sales with a Pivot Table

STEP 4: Once the groupings are in place, drag Sales into Values twice

Group Sales with a Pivot Table

STEP 5: Right click on the first Count of Sales column and select Summarize Values By > Sum

Group Sales with a Pivot Table

You now have your grouped sales data ready!

Group Sales with a Pivot Table

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Group Sales with a Pivot Table | MyExcelOnline Group Sales with a Pivot Table | MyExcelOnline
See also  Pivot Table Calculated Field
Founder & Chief Inspirational Officer at MyExcelOnline.com

John Michaloudis is a former accountant and finance analyst at General Electric, a Microsoft MVP since 2020, an Amazon #1 bestselling author of 4 Microsoft Excel books and teacher of Microsoft Excel & Office over at his flagship Academy Online Course.

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