In this example, we’ve imported the global superstore 2016.xlsx file. What you can do now is to group the rows by one or more columns. To add a column to the group, click on the column header and drag it to the column headers area.
Here, we have grouped our rows by Market, Category, and Sub-Category.
At this point, you can easily analyze the sales data for each level of the grouped columns. You can add as many columns to the groups as you require, and you can also change the order of the grouped columns by arranging it in the appropriate order.
We will now create summary values for each grouping level. To create a summary, right click on a column header in the table, and select the required summary. In our example, we will create a group summary based on the sum of the Sales column.
Once created, the summary value is displayed on all of the grouping levels.
You can add multiple group summaries by repeating the process above. Here, we have added another summary to display the total sales orders.
To sort the groups by the summary values, you will need to select the summary item to sort by from the Customize menu. Here, we have chosen to sort by the Sales (sum) summary.
All grouping levels will then be sorted by that summary value in ascending order.
You can now quickly see which groups have the highest sales. You can sort the summary values in descending order by clicking on the grouped column. This symbol (highlighted in red below) indicates that the summary values are sorted in ascending order:
and this symbol indicates the summary values are sorted in descending order.