M365 Excel - Group or ungroup data in a PivotTable

Group Data

1. In the PivotTable, right-click a value and select Group.
2. In the Grouping box, select Starting at and Ending at checkboxes, and edit the values if needed.
3. Under By, select a time period. For numerical fields, enter a number that specifies the interval for each group.
4. Select OK.

Group Selected Items

1. Hold Ctrl and select two or more values.
2. Right-click and select Group.

Group by date and time

With time grouping, relationships across time-related fields are automatically detected and grouped together when you add rows of time fields to your PivotTables. Once grouped together, you can drag the group to your Pivot Table and start your analysis.

Name a group

1. Select the group.
2. Select Analyze > Field Settings. In the PivotTable Analyze tab under Active Field click Field Settings.
3. Change the Custom Name to something you want and then select OK.

Ungroup grouped data

1. Right-click any item that is in the group.
2. Select Ungroup.