Need help grouping Categories and Sub-Categories

desibouy

Board Regular
Joined
Nov 20, 2014
Messages
63
Hello,

I need to run a report for work to show me revenue and qty sold in each categories, and sub-categories.
Unfortunately my ERP system doesn't break the category down so I have had to do it manually in Excel, this is how it's shown on our system - "Catheters > Gloves > Powder Free Gloves",I split this using Text to Column (I'm ignoring the Grandchild Category).

I tried using the filter option, yes it gives me the data I need but I have no idea to group it. Reason being I have 5407 Rows, 26 Categories and 166 Sub-Categories.
I can't without manually having to create a new report and copy paste information i.e.

for Category -

CategoryQty SoldAmount.
Assistive Furniture2167342043.83

<tbody>
</tbody>

&

for Sub-Category


CatergorySub-CategoryQty SoldAmount
Assistive FurnitureBed & Accessories40061618.07

<tbody>
</tbody>





Is there a way to do quickly or automatically? It would take me several hours to do this especially with 166 Sub-Categories.

Thank
 
Last edited:

sandy666

Banned - Rules violations
Joined
Oct 24, 2015
Messages
7,499
click on your Pivot Table
from Pivot Table Tools choose Design then go to the Pivot Layout and select Table Form, next go to the Subtotals and select Bottom of Group
Next in the Pivot Table Tools choose Analyze and click +/- Buttons
 

Excel Facts

Which lookup functions find a value equal or greater than the lookup value?
MATCH uses -1 to find larger value (lookup table must be sorted ZA). XLOOKUP uses 1 to find values greater and does not need to be sorted.

SpillerBD

Well-known Member
Joined
Jul 2, 2014
Messages
2,710
Not mentioned, since you're new to Pivot Tables, is formatting the values items. If you right click on a value in the Pivot Table, you want to choose the NUMBER FORMAT to set the formatting of the numbers. If you use the Format Cells option, it won't "stick" when data is refreshed. (There's a rabbit 'round here somewhere.)
 

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