Need help grouping Categories and Sub-Categories

desibouy

Board Regular
Joined
Nov 20, 2014
Messages
98
Office Version
  1. 365
Platform
  1. Windows
Hello,

I need to run a report for work to show me revenue and qty sold in each categories, and sub-categories.
Unfortunately my ERP system doesn't break the category down so I have had to do it manually in Excel, this is how it's shown on our system - "Catheters > Gloves > Powder Free Gloves",I split this using Text to Column (I'm ignoring the Grandchild Category).

I tried using the filter option, yes it gives me the data I need but I have no idea to group it. Reason being I have 5407 Rows, 26 Categories and 166 Sub-Categories.
I can't without manually having to create a new report and copy paste information i.e.

for Category -

[TABLE="width: 500"]
<tbody>[TR]
[TD]Category[/TD]
[TD]Qty Sold[/TD]
[TD]Amount.[/TD]
[/TR]
[TR]
[TD]Assistive Furniture[/TD]
[TD]2167[/TD]
[TD]342043.83[/TD]
[/TR]
</tbody>[/TABLE]

&

for Sub-Category


[TABLE="width: 500"]
<tbody>[TR]
[TD]Catergory[/TD]
[TD]Sub-Category[/TD]
[TD]Qty Sold[/TD]
[TD]Amount[/TD]
[/TR]
[TR]
[TD]Assistive Furniture[/TD]
[TD]Bed & Accessories[/TD]
[TD]400[/TD]
[TD]61618.07[/TD]
[/TR]
</tbody>[/TABLE]





Is there a way to do quickly or automatically? It would take me several hours to do this especially with 166 Sub-Categories.

Thank
 
Last edited:
click on your Pivot Table
from Pivot Table Tools choose Design then go to the Pivot Layout and select Table Form, next go to the Subtotals and select Bottom of Group
Next in the Pivot Table Tools choose Analyze and click +/- Buttons
 
Upvote 0

Excel Facts

Workdays for a market open Mon, Wed, Friday?
Yes! Use "0101011" for the weekend argument in NETWORKDAYS.INTL or WORKDAY.INTL. The 7 digits start on Monday. 1 means it is a weekend.
Not mentioned, since you're new to Pivot Tables, is formatting the values items. If you right click on a value in the Pivot Table, you want to choose the NUMBER FORMAT to set the formatting of the numbers. If you use the Format Cells option, it won't "stick" when data is refreshed. (There's a rabbit 'round here somewhere.)
 
Upvote 0

Forum statistics

Threads
1,223,903
Messages
6,175,279
Members
452,630
Latest member
OdubiYouth

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Back
Top