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Excel is a proper justice to the data. Not only does it make it easy to store and maintain data, but it also makes it easier to organize and analyze data to draw meaningful conclusions. There are various methods in Excel to manage data, including Sorting, Filtering, creating tables, pivots, etc. Another essential feature of Excel that helps to organize the data is the grouping of the data. The grouping of the data, as the name suggests, divides the data into multiple categories. Dates, numbers, time, percentages, and any quantitative data can be grouped into categories by the pivot.
Here are 5 easy steps to group data in Excel.
Select the data > go to the Insert Tab > Insert Pivot table.
Create the Pivot table as required. Suppose you have dates that need to be grouped. To group the dates, insert the date heading in the row field.
Select the any date data cell > Right Click > Group Data.
In the grouping Window, select the start and end dates. Skip this step if you have already chosen them.
select the option that you want to group data as, i.e. dates, months, weeks, etc. (The options are displayed as per the type of data collected.) Press Ok.
Now that you have successfully created groups of data in Excel, did you notice something? Massive data with multiple values that were difficult to read is now easy to understand by creating groups. After creating groups, you can calculate the sum, averages, mean, count, etc., for the categories.
Grouping of data is an ideal solution to big data problems. The creation of groups not only makes it convenient to capture the key points but also helps in the creation of graphs such as frequency distributions. Let us consider a basic example, supposing you have the sales records for each date for an entire year and want to find out the monthly sales. What are you going to do? Select the dates and sum. Is this an ideal solution? Definitely No! The solution is grouping the data by months and quickly changing the sales field value to sum. Now you have 365 data entries in 12 rows, which is easy and understandable.
Try creating different groups in Excel and let us know in the comments section how it reduced your workload.
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