AGRUPAR DATOS en tablas dinámicas

Introduction

This tutorial will guide you through the process of grouping data in Pivot Tables in Excel. Grouping allows you to organize your data effectively, whether you're dealing with dates or non-temporal data. By the end of this guide, you'll know how to group dates by months, weeks, and years, as well as how to group other types of data.

Step 1: Grouping Dates by Months, Quarters, and Years

1. Select Your Pivot Table
   Click on the cell within your Pivot Table that contains the date data.

2. Open the Grouping Options

   • Right-click on the date field.
   • Select “Group” from the context menu.

3. Choose Your Grouping Options

   • A dialog box will appear. Select how you want to group your dates:
     • Months
     • Quarters
     • Years
   • Click “OK” to apply the grouping.

4. Review Your Data
   Check your Pivot Table to ensure the dates are now grouped according to your selections.

Step 2: Grouping Dates by Weeks

1. Select Your Pivot Table
   Click on the date field in your Pivot Table.

2. Access Grouping Options

   • Right-click on the date field again.
   • Select “Group”.

3. Set Up Weekly Grouping

   • In the dialog box, select the checkbox for “Days”.
   • Enter the number of days for grouping (usually set to 7 for weeks).
   • Click “OK” to finalize.

4. Verify Grouping
   Ensure that the dates are now displayed grouped by weeks in your Pivot Table.

Step 3: Grouping Non-Temporal Data

1. Select Your Data
   Click on the non-temporal data field in your Pivot Table.

2. Open Grouping Options

   • Right-click on the selected field.
   • Choose “Group” from the context menu.

3. Define the Grouping Criteria

   • Specify how you want to group the data. This could be based on ranges or specific categories.
   • For example, if you have sales data, you might group by sales ranges (e.g., $0-$100, $101-$200).

4. Apply and Review
   Click “OK” to apply your grouping and check your Pivot Table for the new organization of data.

Conclusion

In this tutorial, you learned how to effectively group data in Excel Pivot Tables, both for dates and non-temporal data. By grouping data, you can summarize and analyze it more effectively. For further enhancements, consider exploring more advanced Pivot Table features or related tutorials on connecting multiple Pivot Tables and creating them easily. Happy analyzing!