4. GROUPING DATA

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🖥️ Check this out: Pivot Table - Grouping

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🔵 4.1 Group by Date 📅

📌 Dates group பண்ண Excel-ல trend spotting super easy!

👣 Steps:
1️⃣ Date field-ஐ Pivot Table-ல போடுங்க
2️⃣ Right-click → Group
3️⃣ Choose Days, Months, Years – எது வேண்டுமானாலும்

🎯 Example:
👉 Daily sales, employee attendance logs

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🟢 4.2 Group by Months 🌙

📌 Month-wise data? Just 3 clicks!

🧰 Tools Used: Group → Select Months

🎯 Example:
🛒 Sales in Jan 🆚 Feb 🆚 Mar – monthly comparison!
🧠 Helps in seasonal trend analysis too!

🖼️ Visual Tip:
Use Slicer for months! Makes it interactive 🎚️

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🟣 4.3 Group by Quarters & Years 📆📈

📌 Business-style breakdown 💼 – Q1, Q2...

🧰 Use:
Group → Tick ✅ Quarters + Years

🎯 Example:
📊 Quarterly sales report
📈 Yearly growth comparison

📌 Pro Tip: Add slicer for Quarters 🔁

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🔴 4.4 Group by Sales Ranges 💰📊

📌 Number-ல் range set பண்ணி group பண்ணலாம்!

👣 Steps:
1️⃣ Right-click Sales column → Group
2️⃣ Choose start value: ₹0
3️⃣ By: ₹10,000 or any custom interval

🎯 Example:
💸 ₹0–₹10K | ₹10K–₹20K | ₹20K–₹30K...

🎨 Use Conditional Formatting for colorful data bars!

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🟡 4.5 Group by Text Fields 🔤

📌 Category, Product Name மாதிரி fields group பண்ணனும்னா?

🛠️ Use Manual Grouping:
➕ Ctrl + Select → Right-click → Group

🎯 Example:
🍎 Apple, Banana = Fruits
🥦 Broccoli, Spinach = Vegetables

⚠️ Excel won’t auto-group text – manual method தான் 🎯

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🟤 4.6 Group by Time (Hours/Minutes) ⏰

📌 Time fields (like check-in, check-out) group பண்ண useful!

👣 Steps:
1️⃣ Add Time column
2️⃣ Format it properly
3️⃣ Right-click → Group by Hours, Minutes

🎯 Example:
🕗 8 AM – 12 PM → Morning
🕛 1 PM – 5 PM → Afternoon

💡 Great for shift-wise productivity reports!

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🟠 4.7 Shortcuts to Grouping ⌨️⚡

🎯 Shortcut:
➡️ Alt + Shift + → to group
➡️ Alt + Shift + ← to ungroup

⏳ Save time like a pro! 🔥

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🟪 4.8 Grouping by Half Years (H1/H2) 🌓📅

📌 Jan–Jun = H1 | Jul–Dec = H2 🔥

🛠️ Formula Time!
🧮 =IF(MONTH(A2)<=6,"H1","H2")

🎯 Use for:
✅ Budgeting
✅ Semi-annual performance

📊 Add color legend for H1 🟢 vs H2 🔵

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🟫 4.9 Group by Dates starting on Monday 📆➡️📆

📌 Weekly grouping Monday-ல start பண்ணனுமா?

👣 In Grouping box:
🟢 Choose Days
🟢 Set "Start Date" as a Monday

🎯 Use Case:
🧾 Weekly Sales Trend (Monday–Sunday)

💥 Super handy for business week analysis!

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🔘 4.10 Group by Custom Days (10-day, 15-day) 📐🗓️

🧰 Group → Days → By: 10

🎯 Example:
🗓️ Track every 10-day sales trend
📆 Decade-based marketing campaigns

📌 Think outside the month! 🧠

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🔷 4.11 Group by Fiscal Years & Quarters 🧾📊

📌 Not everyone works by Jan–Dec!

🛠️ Use Helper Column:
📈 =IF(MONTH(A2)>=4,YEAR(A2)+1,YEAR(A2)) → Fiscal Year
Group by this for FY-based dashboards 🏢

🎯 Use Case:
💼 Apr–Mar financial years (common in India)

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🔶 4.12 Common Errors in Grouping Dates ❌📅

🚨 Error: “Cannot group that selection”?

⚠️ Causes:
❌ Blank cells
❌ Text in Date columns
❌ Mixed data types

🧹 Fix it:
✔️ Remove blanks
✔️ Check for valid date format

✅ Clean data → Smooth grouping!

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🔺 4.13 Group Two Pivot Tables Independently 🔁🔁

📌 Excel usually shares one data cache – so grouping affects both!

👣 Fix:
🛠️ Use different source data copies for each Pivot Table

🎯 Example:
📊 Sales by Region (grouped by quarters)
📊 Sales by Product (grouped by months) – no overlap!

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🔻 4.14 Show Dates with No Data 🗓️📭

📌 Excel hides dates with no transactions by default 😐

👣 Solution:
1️⃣ Create full date range table
2️⃣ Use Data Model
3️⃣ Enable “Show items with no data”

🎯 Example:
📆 See empty sales days
🧠 Perfect for gap analysis!

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🌟 Summary Infographic 🌈🧾

🔢 Feature	📋 What it Does	💡 Why it Helps
📅 Dates	Group by Day/Month/Year	Time analysis 📈
💰 Sales Ranges	₹0–₹10K, etc.	Tier-based reports 💸
🔤 Text Fields	Manual grouping	Category grouping 🍎🥦
⏰ Time	Hour/Minute group	Shift analysis 🔄
📆 Fiscal Year	FY2024 etc.	Indian business format 🇮🇳
🚫 Errors	Avoid blanks/texts	Smooth experience 🎯