Copying a “PivotTable”

In a “PivotTable” itself, we can not make changes to data or formulas. For this we need to make a copy of our “PivotTable”.
So, we first make a copy.
Select the “Options” tab in the “PivotTable Tools”.
Click the “Select” button in the “Ribbon”, and select “Entire PivotTable” from the drop-down menu.
This will select our entire “PivotTable”.
Choose the “Home” tab in the ribbon.
Click the “Copy” button.
Select where you want to paste the “PivotTable”.
In this example I am pasting the PivotTable in a new worksheet.
So I click the Shift F11 keys on my keyboard.
This creates a new worksheet.
I place the cursor in cell A1 of the new worksheet, click the downward pointing arrow under “Paste” and choose “Paste Special” from the drop-down menu.
In the dialog box that appears, I select “Values” and click OK.

The data is pasted in the new location.

With the data still selected, click again on the downward pointing arrow under “Paste” in the “Ribbon”. Once again we choose “Paste Special”.
And choose “Formats” in the dialog.
Click OK.
Our copy looks just like the original, with the data in the new worksheet, linked with data from the original table, or PivotTable.

“Grand Totals”

We can add “Grand Totals” to our “PivotTable”.
First select the “Options” tab in the “PivotTable Tools”.
Click the “Options” button.
In the “PivotTable Options”, choose the “Totals & Filters” tab.
Click the two boxes labeled “Totals for …”

And click OK.
A column and a row will be added automatically in our “PivotTable”, which contains the grand totals.

If you want to remove this Grand Totals, repeat these actions, remove the check mark for the “Totals for …”. I think this is clear.

Group items

In Excel we have the possibility to group by date, time or number fields.
In this example I’m going to create a date group.
To do this, right-click the field with the date, and choose “Group”.

In the dialog that appears, it will give you a start and end dates.

And in the list “By”, select the options you want to group on.
Hold the Shift key on your keyboard down, if you want to select multiple options.

 

 

To ungroup, right click a cell and select the “Ungroup” option.

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