Pivot Table combining Categories into another column

tazzmacd

New Member
Joined
Aug 27, 2010
Messages
22
I am hoping somebody can help me here, my Raw Data is from a support org and has the Client service Manager, client names, Categories of work and hours worked in the raw data. What I need to do is create a pivot table that will look something like this

Category ACategory BCategory CCategory DCategory Eothertotal
Manager 1Client 15,000204006008,00040014,420
Client 21,000.0010.00100.00400.005,000.00800.007,310
Client 3200.00-800.00100.001,000.00500.002,600
Manager 2Client 4300.0050.0050.00800.0010,000.00100.0011,300
Client 5800.0080.00400.00400.00400.00200.002,280
Client 61,500.00500.00600.001,500.00600.00300.005,000

<tbody>
</tbody>

This is simple enough to create but here is the catch, the Categories listed above are the top 5 of about 20 categories that the worked hours can fall into. What I need to do is to group all the other categories outside the top 5 to fall under the heading of Other in the pivot table. I then need the ability to expand this new category to show the subset that this Other column holds the totals for. So I cannot loose the Category names, I just need a way to combine them.

What I need to know is if this is possible? And if it is, how do I go about doing this? The spreadsheet will be updated on a monthly bases to bring in new YTD totals so I need this to be able to populate easily. I am currently using a Named range for the full table and it is working well but I need to add in the additional piece of the Other column.

Any help would be appreciated.

Thanks

Pat
 

Excel Facts

Which Excel functions can ignore hidden rows?
The SUBTOTAL and AGGREGATE functions ignore hidden rows. AGGREGATE can also exclude error cells and more.
Just use a helper column on the data. Call your top whatever categories their original name and the others as others. Pivot on that column rather than your original column.
 
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