Text Grouping in Excel

[sohailausaf353]

Dear All

I have recently started using pivot table and am not up to speed. Appreciate if I can receive some feed back.

I am using multiple sheets consolidation feature to combine Income statements of 13 different companies into my Pivot Table. However the description of the main headings sometimes differ from each other for eg in one company it could be spelt as "Sale" in another " Sales", or, "Personnel Costs" and " Personnel expenses". All these creates additional lines and should really be clubbed.

What options do I have to standardize these. Should I group these under the right heading, or should I go back to the original sheet and standardise them ( Which I will do eventually)

Thanks

 

[GDH]

Hi

You could select the line items you want to group in the Pivot - right click and choose Group (or use the Group Selection button in the options ribbon once selected).
Then change the name from the default (Group 1,2 etc) to the name you desire.
Therefore you could end up with a group called "Sales" which when expanded would have the different line items like "Sales", "Sale" etc.

 

[sohailausaf353]

Thanks. But that creates Grouping for all line items. Is there a way that the grouping is created for only the Sales items.

Dear All

I have recently started using pivot table and am not up to speed. Appreciate if I can receive some feed back.

I am using multiple sheets consolidation feature to combine Income statements of 13 different companies into my Pivot Table. However the description of the main headings sometimes differ from each other for eg in one company it could be spelt as "Sale" in another " Sales", or, "Personnel Costs" and " Personnel expenses". All these creates additional lines and should really be clubbed.

What options do I have to standardize these. Should I group these under the right heading, or should I go back to the original sheet and standardise them ( Which I will do eventually)

Thanks