#Excel #PivotTables #DataAnalysis

Create Custom Groups in Pivot Tables Without Original Data

Name: Create Custom Groups in Pivot Tables Without Original Data
Uploaded: 2026-10-20T22:08:20+00:00
Duration: 3 min 7 s
Description: Learn how to create custom groupings in Excel pivot tables to consolidate data exactly how you need it. Whether you're organizing expenses by category, time period, or department, custom groups let you simplify complex datasets and surface insights faster. Watch how to group multiple fields with just a few clicks.

3:07 · A clip from Excel Accounting Tools: Most Useful Formulas and Pivot Tables, taught by Stephen Yoss

Learn how to create custom groupings in Excel pivot tables to consolidate data exactly how you need it. Whether you're organizing expenses by category, time period, or department, custom groups let you simplify complex datasets and surface insights faster. Watch how to group multiple fields with just a few clicks. From the course “Excel Accounting Tools: Most Useful Formulas and Pivot Tables” (4 CPE credits, Specialized Knowledge, Basic): https://www.cpetoday.com/course/excel-accounting-tools-most-useful-formulas-and-pivot-tables-25c01231 Taught by Brian Tankersley — Speaker & Author, K2 Enterprises. More from Brian Tankersley: https://www.cpetoday.com/instructor/brian-tankersley CPE Today offers live webinars, Live Replays and self-study for CPAs and accounting professionals. NASBA-sponsored (ID 167619) and an IRS-approved CE provider. https://www.cpetoday.com/ #Excel #PivotTables #DataAnalysis

More from this course

1:20 Fuzzy Lookup Saved 20,000+ Records Without a Key

3:59 Why I Still Use OLD Excel Formulas (Not the Modern Ones)

4:01 Structured References: Name-Based Formulas Instead of Cell Positions