Excel® 2016 Pivot Table Data Crunching

4. Grouping, Sorting, and Filtering Pivot Data

In This Chapter

Automatically Grouping Dates

Using the PivotTable Fields List

Sorting in a Pivot Table

Filtering a Pivot Table: An Overview

Using Filters for Row and Column Fields

Filtering Using the Filters Area

With Excel 2016, Microsoft has added some interesting features for grouping, sorting, and filtering pivot tables. When you add a time or date field to a pivot table, Excel 2016 automatically groups the daily dates up to months and quarters—and possibly years. It was possible to do this manually in Excel 2013, but how to do it was difficult to discover.

A related feature is that pivot charts that include the date hierarchy offer a expand and collapse feature.

This chapter covers grouping, ...