grouping data based on a specific criteria

albinopi

New Member
Joined
Mar 15, 2011
Messages
2
I create a weekly report that tracks appointments booked by different bookers. Out of all the appointments booked, I need to total those booked by a specific group of all the bookers. Not all the booker are on every report, and there are new bookers added all the time. Is there a way to group and total for the bookers I need? There can be a few thousand appointments booked in any one report.
I am using a pivot table to create sub and grand totals for each booker. Now I want to group the data based on the 3 groups of known bookers and another group of "others" for everything else. I still want to see each individual booker, but I also want a grand total for each group.
Any ideas?
 

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GlennUK

Well-known Member
Joined
Jul 8, 2002
Messages
11,519
Have you actually tried grouping the bookers as required, in the PivotTable report?
 

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