Pivot Table Custom Groups

Modified on Sun, 26 Jul at 4:13 AM

Overview

Excel allows you to create custom groups within a PivotTable.

This is especially useful in QQube Financial Summary data models when you want to organize accounts differently from:

The natural QuickBooks hierarchy.
Account-number order.
Alphabetical account-name order.

Why Custom Grouping May Be Needed

The Intuit SDK does not expose the exact account order used in QuickBooks financial statements. QQube reports must therefore rely on account-number order, alphabetical order, or a custom order created in Excel.

Create a Custom Account Group

In this example, two bank accounts are combined under one custom group name.

1. Select the Accounts

Select the two contiguous PivotTable rows that you want to combine.

2. Create the Group

Select Data > Group.

Two contiguous bank account rows selected before creating an Excel group

3. Review the New Group

Excel creates a new grouped item containing the selected accounts.

Excel PivotTable showing two bank accounts combined into a custom group

4. Rename the Group

Replace the default group name with a meaningful label that describes the combined accounts.

Excel-Only Change

The custom group changes only the PivotTable presentation. It does not change the account hierarchy or account names in QuickBooks or QQube.

Expected Result

The selected accounts appear under one custom PivotTable group with a label that matches your preferred financial-statement presentation.