Remove Group Heading Excel Pivot Table - excel

How can I remove the heading from a grouped pivot table in Excel?
Thanks

One way out is to adjust the width of the first column to make it match the other columns and then disable the ‘autofit’ feature using the pivot table options. There’s another option that you can use – simply hide them.
Click on anywhere within the pivot table. Then from the ribbon, pick up the ‘options’ tab and then click the ‘Field Headers’ button. A single click does the trick !
The pivot table appears far neater than it did earlier and as you can see, all the columns are now equally spaced out automatically. If you need to sort or hide values, you can turn them right back on.

In a comment regarding Hakan's answer, OP has clarified that they wish to remove the Group Headings.
The structure that appears to be defined in the Question shows that the 'Month' data is being grouped by the 'Year' data -> Year (1999) is a Group, Month (Jan) is a Sub-Group of the Year Group.
To remove the Group Headings, the 'Years' Row will need to removed from the highlighted "Rows" Field highlighted below.
As a result of doing this, only 12 rows will exist in the Pivot Table, ranging from January to December.
PivotTable Fields
To clarify, the Heading Text cannot solely be deleted as this is necessary for grouping Data. Grouping is mandatory for seperating data in Pivot Tables and there's no way to remove a group without affecting the rest of the PivotTable.

Can't remove the group headings as far as I know.
What I've done before to hide them:
right-click the group name
Expand/Collapse > Collapse Entire Field
highlight all the heading rows
change the font color to white, or whatever color your group heading column is so that it appears gone
right-click the group name again
Expand/Collapse > Expand Entire Field
Now it will look something like this:
white-out group headings

Related

Excel Pivot - spanning field name across all relevant columns

I have a table of employees with their work location (state initials) and their work status (FMLA leave, part time, full time). I've made a pivot table so that I can see the number of employees in each state relative to their status. Making the pivot table is easy, and it looks like this:
My question relates to the column field name cell (highlighted in red). When the table is first created, Excel auto fits the columns. However, if you look at the picture, it is clear that ideally the FMLA, FT, and PT, columns should all be the same size for the table to look good. I can resize the columns, of course, and set the table to not auto size when it refreshes.
When I resize the columns the table now looks like this:
Two problems with the new layout. First, it is not clear at all that the "Employee Status" field name applies to all three columns FMLA, FT, PT. Second, with the first column being narrower "Employee Status" no longer fits. In Excel 2013, the field name is limited to just its column. In Excel 2016 it spills over to the next column, but has the filter pulldown in the middle of it! And of course the formatting doesn't spill over.
In a non-pivot, I would "merge" the three cells above the column headings and make "Employee Status" span all three cells. Leading to a much more intuitive look. However, "merge" cannot be used in pivot tables. My only work around at the moment is to Hide the row with the field name, and put a new row above it that is not part of the pivot table. Ends up looking good, but of course, it will not dynamically adjust if a new value is added to "Employee Status".
I'm looking for other recommendations on how to format this table so it ends up looking like this:
Ideally solution will work with Excel 2013, which unfortunately is what I'm limited to.

Excel PivotTable bug? If Text column of source table has a month name, it breaks the A-Z sort in the pivot table

I have an Excel file which I can share with you, but here is how to recreate it:
In a workbook tab, create a table called "DataTable" with the two "Company" and "Score" columns as shown below.
Format the "Company" column explicitly as "Text". You can even precede the entries with single quotes to force Excel to treat them as Text: it won't change the behavior.
Below this table, create a simple PivotTable on "DataTable" with "Company" as a Row Field and "Sum of Score" as a Value Field.
In the PivotTable, Sort the "Row Labels" (Company) field "A-Z".
You will see this, where the values "DEC" and "SEP" bubble to the top above the other A-Z values:
What apparently is happening is that Excel insists on treating anything that looks like a month name or abbreviation as its numeric equivalent, which sorts above the other A-Z text values.
Question 1: Is this a confirmed bug?
Question 2: How can I keep the desired values (like "SEP") but stop this from happening?
I am happy to upload an actual simple spreadsheet which shows this behavior. Thanks!
Click on Row Labels Filter
Select More Sort Options
Select More Options (Bottom Left)
Uncheck Sort Automatically every time the report is updated
Ensure First key sort order = No Calculation
Refresh Pivot Table
That's because Excel thinks SEP and DEC are months names and sorts them according to Custom Lists. To prevent this, you need to go to PivotTable -> Options and uncheck Use custom Lists when sorting in the Totals & Filters tab

Pivot Table Issue - Grouping three fields (columns) into one

I have three fields in my pivot table. Each field is connected to one column in my data sheet.
The goal is to group the 0-30 data (0-30 $ Change),and (0-30 % Change) into one field, and then a slicer with 0-30 as one of the options out of 60-90, 90-120.
Currently I have a combined Pivot Table that looks like this:
Again the goal is to make one slicer that would have the 0-30 data as one option in the slicer, the 30-60 data as one option in the slicer and so on...any help would be appreciated :)
With PIVOT functionality and some formulas my approach would be to concatenate 0-30 data with 0-30 $ Change and 0-30 % Change in one column in the source and then present it in the pivot ROWs area. Here is how it looks wiht some sample data:
The second image is how the modified source looks like with the formulas used in the top row with yellow ready to be copied down:
If questions, please do let me know.
Are you looking to 'switch out' the values fields depending on what someone selects in the Slicer? If so, check out my answer at Converting multiple variables into values with excel pivot tables or power pivot
Basically, youreate a new PivotTable from a data source that contains nothing but the options that you want to show up in the slicer. i.e. '0-30', '30-60' etc. Create a slicer for that PivotTable, and when a user clicks on it, catch the resulting PivotTable_Update event and use it to change which fields shows up in your existing master PivotTable.
See the other thread for more on how to do this.

Create a calculated field using values to create a slicer in excel pivot table

I have a data set where one column (job type) has 4 values in it (A,B,C,D). I am using that column as a slicer in a pivot table. However I would like to modify this slicer to only have two options (X,Y) where X=A+B and Y=C+D. I know I could create a new column in the raw data but I am trying to avoid this as the raw data source is already highly manipulated through several dozen high complexity mods.
Apologies if this isn't clear!
This is tested on Excel 2010.
I'm assuming that you have your pivot table setup with the items you want to slice as the row labels.
Select the "A" label, ctrl click the "B" label, and then right click, selecting "Group". Do the same thing for the "C" and "D" entries. You will notice a new field in the Field List and in the Row Labels section.
Clean up by changing the name of the new label, and the new groups.
Drag it out of the Row Labels area. Your pivot table should look like it did before, but with a new field available. Insert a slicer, using that field as the selection field.
Have a look at a quick video I made here: http://youtu.be/QIcZPGxisKM

Filtering pivot table columns, only count if

I was wondering if it's possible to filter a single pivot table column in excel.
In other words, when you summarize the data by count, that the data for a certain column is only counted if it has a certain value.
I know that it's possible to get these values by report filtering, but then I need a separate pivot table for the values I don't want to be filtered. Also, some values are 0 and thus are not displayed if report-filtered. Changing the option to display 0 values doesn't change anything. Thanks in advance.
Yes, you can add a filter to a pivot report by selecting a cell that borders the table (but is outside the pivot area) and choosing Filter from the Data tab.
To add a filter to just the Count Of column select the cell above and the cell containing the title and then choose the Filter option from the menus as shown...
To only count data if it fulfills a certain condition, I think you would need to add another column called OK to the source data, with a formula like IF(Status="OK",1,0). Then add this to the pivot table layout. [Note: there is a calculated field option for pivot tables but it only seems to work as you would expect if data is displayed - in this case status would need to be showing.]
That's not working on my Excel 365. Try selecting the 1st field on the first row then:
r-click
filter
value filters...
Left click on any row items drop-down carrot
Click 'value filter'
Choose value filter ('equals', 'greater than', etc)
Choose value field item you'd like it to filter on (eg 'count of days' from the image i can see in the original question)
You can also do it via the right click options as #kztd mentioned

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