grouping data based on a specific criteria

albinopi

New Member
Joined
Mar 15, 2011
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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?
 

Excel Facts

Links? Where??
If Excel says you have links but you can't find them, go to Formulas, Name Manager. Look for old links to dead workbooks & delete.
Have you actually tried grouping the bookers as required, in the PivotTable report?
 
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