Need help grouping Categories and Sub-Categories

desibouy

Board Regular
Joined
Nov 20, 2014
Messages
98
Office Version
  1. 365
Platform
  1. Windows
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:
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
 
Upvote 0

Excel Facts

Will the fill handle fill 1, 2, 3?
Yes! Type 1 in a cell. Hold down Ctrl while you drag the fill handle.
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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