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Grouping Pivot Fields

Although most of your summarization and calculation needs can be accomplished with standard pivot table settings, there are special situations where you might want your report to be summarized even further.

For example, transactional data is typically stored with a transaction date. It is common that you will want to report this data by month, quarter, or year. The Group option allows you to quickly and easily consolidate transactional dates into a larger group such as month or quarter. Then you can summarize the data in those groups just as you would with any other field in your pivot table.


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