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Old 03-04-2012, 09:57 PM
boooinky boooinky is offline Custom grouping in excel Windows 7 64bit Custom grouping in excel Office 2010 64bit
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Custom grouping in excel
 
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Default Custom grouping in excel

I have a pivot table which is linked to a dynamic worksheet.
I want to group the contents of the pivot table based on a filter e.g "all names starting from "A" come under the category A group in the pivot"
How should I go about doing this?
When it comes to grouping, I know that I can manually select the relevant records but since my data set updates dynamically I want a filter to group automatically each time I refresh the data
Regards,
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Old 03-05-2012, 09:45 AM
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Pecoflyer Pecoflyer is offline Custom grouping in excel Windows XP Custom grouping in excel Office 2003
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Hi

first add a helper column with the formula =left(names,1)
then select your source ( including the helper column) and click "Insert table" - Change the name as required
use this table as source for your PT using the helper column as the first row field
each time row(s) are added, the table will adapt and the formula follows automatically
You just need to refresh your PT
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