{"id":24218,"date":"2021-12-10T08:10:09","date_gmt":"2021-12-10T07:10:09","guid":{"rendered":"https:\/\/www.myexcelonline.com\/?p=24218"},"modified":"2024-04-25T20:07:25","modified_gmt":"2024-04-25T18:07:25","slug":"group-by-text-fields-in-pivot-table","status":"publish","type":"post","link":"https:\/\/www.myexcelonline.com\/meo-staging\/blog\/group-by-text-fields-in-pivot-table\/","title":{"rendered":"Group by Text fields in Excel Pivot Tables"},"content":{"rendered":"<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2021\/11\/Group-by-Text-fields-in-pivot.png\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Group by Text fields in Excel Pivot Tables\" class=\"alignnone size-full wp-image-25366\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2021\/11\/Group-by-Text-fields-in-pivot.png\" alt=\"Group by Text fields in Excel Pivot Tables\" width=\"800\" height=\"450\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2021\/11\/Group-by-Text-fields-in-pivot.png 800w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2021\/11\/Group-by-Text-fields-in-pivot-300x169.png 300w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2021\/11\/Group-by-Text-fields-in-pivot-768x432.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/blog\/how-to-group-rows-in-excel\/\" target=\"_blank\" rel=\"noopener\">Grouping by numerical data<\/a> or dates is straightforward to do in Pivot Tables. But another cool thing is you can group by text fields too!<\/p>\n<p>For example, we want to create these groupings:<\/p>\n<ul>\n<li>West\n<ul>\n<li>Americas<\/li>\n<\/ul>\n<\/li>\n<li>East\n<ul>\n<li>Asia<\/li>\n<\/ul>\n<\/li>\n<li>Central\n<ul>\n<li>Africa<\/li>\n<li>Europe<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>I will show you how you can do this in a couple of steps in our <a class=\"wpil_keyword_link\" href=\"https:\/\/www.myexcelonline.com\/meo-staging\/blog\/101-excel-pivot-tables\/\" target=\"_blank\" rel=\"noopener\" title=\"Pivot Table\" data-wpil-keyword-link=\"linked\">Pivot Table<\/a>.<\/p>\n<p>&nbsp;<\/p>\n<p><em><strong>Exercise Workbook:<\/strong><\/em><\/p>\n<div class=\"after-post-box\">\n<p class=\"line-two\"><a class=\"IRPP_minimalist icon-download button small\" href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2021\/06\/Group-by-Text-fields.xlsx\" target=\"_blank\" rel=\"noopener noreferrer\" data-leadbox=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2021\/06\/Group-by-Text-fields.xlsx\" data-leadbox-id=\"147284833f72a2:12f08263ab46dc\"><span class=\"ctaText px-3 text-capitalize\"><strong>download excel workbook<i class=\"fa fa-download\"><\/i><\/strong><\/span><span class=\"postTitle px-3\">Group-by-Text-fields.xlsx<\/span><\/a><\/p>\n<p class=\"line-two\">\n<\/div>\n<hr \/>\n<p>Here is our current Pivot Table setup:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Group by Text fields in Excel Pivot Tables\" class=\"alignnone size-full wp-image-24238\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2021\/06\/Group-by-Text-fields-01.jpg\" alt=\"Group by Text fields in Excel Pivot Tables\" width=\"592\" height=\"523\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2021\/06\/Group-by-Text-fields-01.jpg 592w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2021\/06\/Group-by-Text-fields-01-300x265.jpg 300w\" sizes=\"(max-width: 592px) 100vw, 592px\" \/><\/p>\n<p><span style=\"color: #ff0000\"><strong>STEP 1:<\/strong><\/span> Let us group <strong>Africa<\/strong> and <strong>Europe<\/strong> together.<\/p>\n<p>Hold the <strong>CTRL<\/strong> key while clicking on both of them. <strong>Right-click<\/strong> on any of the 2 values then select\u00a0<strong>Group<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Group by Text fields in Excel Pivot Tables\" class=\"alignnone size-full wp-image-24239\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2021\/06\/Group-by-Text-fields-02.jpg\" alt=\"Group by Text fields in Excel Pivot Tables\" width=\"467\" height=\"528\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2021\/06\/Group-by-Text-fields-02.jpg 467w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2021\/06\/Group-by-Text-fields-02-265x300.jpg 265w\" sizes=\"(max-width: 467px) 100vw, 467px\" \/><\/p>\n<p><span style=\"color: #ff0000\"><strong>STEP 2:<\/strong><\/span> Now we have our grouping by text. Now click on each of the group headers and rename each one of them to:\u00a0<strong>Central, West, East<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Group by Text fields in Excel Pivot Tables\" class=\"alignnone size-full wp-image-24240\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2021\/06\/Group-by-Text-fields-03.jpg\" alt=\"Group by Text fields in Excel Pivot Tables\" width=\"322\" height=\"269\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2021\/06\/Group-by-Text-fields-03.jpg 322w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2021\/06\/Group-by-Text-fields-03-300x251.jpg 300w\" sizes=\"(max-width: 322px) 100vw, 322px\" \/><\/p>\n<p>We have the updated group names! Notice that the\u00a0<strong>SALES REGION2<\/strong> was added automatically because of this.<\/p>\n<p>Click on the arrow beside the\u00a0<strong>SALES REGION2\u00a0<\/strong>so that we can give this a better name.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Group by Text fields in Excel Pivot Tables\" class=\"alignnone size-full wp-image-24241\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2021\/06\/Group-by-Text-fields-04.jpg\" alt=\"Group by Text fields in Excel Pivot Tables\" width=\"667\" height=\"526\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2021\/06\/Group-by-Text-fields-04.jpg 667w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2021\/06\/Group-by-Text-fields-04-300x237.jpg 300w\" sizes=\"(max-width: 667px) 100vw, 667px\" \/><\/p>\n<p><span style=\"color: #ff0000\"><strong>STEP 3:<\/strong><\/span> Set the\u00a0<strong>Custom Name\u00a0<\/strong>to\u00a0<strong>NEW REGIONS<\/strong>. Click\u00a0<strong>OK<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Group by Text fields in Excel Pivot Tables\" class=\"alignnone size-full wp-image-24242\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2021\/06\/Group-by-Text-fields-05.jpg\" alt=\"Group by Text fields in Excel Pivot Tables\" width=\"420\" height=\"416\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2021\/06\/Group-by-Text-fields-05.jpg 420w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2021\/06\/Group-by-Text-fields-05-300x297.jpg 300w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2021\/06\/Group-by-Text-fields-05-150x150.jpg 150w\" sizes=\"(max-width: 420px) 100vw, 420px\" \/><\/p>\n<p>Your groupings are now all set!<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Group by Text fields in Excel Pivot Tables\" class=\"alignnone wp-image-24243 size-full\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2021\/06\/Group-by-Text-fields-06.jpg\" alt=\"Group by Text fields in Excel Pivot Tables\" width=\"659\" height=\"545\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2021\/06\/Group-by-Text-fields-06.jpg 659w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2021\/06\/Group-by-Text-fields-06-300x248.jpg 300w\" sizes=\"(max-width: 659px) 100vw, 659px\" \/><\/p>\n<p>Make sure to download our FREE PDF on the<strong><a href=\"https:\/\/app.monstercampaigns.com\/c\/czseo0viyrmspcx5ndve\/\" target=\"_blank\" rel=\"noopener nofollow\">\u00a0333 Excel keyboard Shortcuts here<\/a>:<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Grouping by numerical data or dates is straightforward to do in Pivot Tables. But another cool thing is you can group by text fields too! For example, we want to create these groupings: West Americas East Asia Central Africa Europe I will show you how you can do this in a couple of steps in [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":25366,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"cos_headline_score":0,"cos_seo_score":0,"cos_headline_text":"Group by Text fields in Excel Pivot Tables","cos_headline_has_been_analyzed":false,"cos_last_analyzed_headline":[],"om_disable_all_campaigns":false},"categories":[4],"tags":[860,862,863,861],"acf":[],"_links":{"self":[{"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/posts\/24218"}],"collection":[{"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/comments?post=24218"}],"version-history":[{"count":0,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/posts\/24218\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/media\/25366"}],"wp:attachment":[{"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/media?parent=24218"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/categories?post=24218"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/tags?post=24218"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}