Use a screen reader to group or ungroup data in a PivotTable in Excel

This article is for people with visual or cognitive impairments who use a screen reader program such as Microsoft’s Narrator, JAWS, or NVDA with Microsoft 365 products. This article is part of the Microsoft 365 screen reader support content set where you can find more accessibility information on our apps. For general help, visit Microsoft Support home.

Use Excel with your keyboard and a screen reader to group or ungroup the data in a PivotTable. We have tested it with Narrator, NVDA, and JAWS, but it might work with other screen readers as long as they follow common accessibility standards and techniques.

Group data in a PivotTable to create and show a subset of the data. For example, if you have a long list of dates and times in your PivotTable (date and time fields in the PivotTable), you can group the fields into quarters and months.

Notes: 

In this topic

Group data

  1. In your PivotTable, select the range of values you want to use for grouping.

  2. Press Shift+F10 or the Windows Menu key to open the context menu, and then press G. The values are grouped, and the group is added to the list of fields in the PivotTable Fields pane.

Name a group

  1. In the PivotTable, select the group you want to name or rename.

  2. Press Alt+J, T, and M. You hear: "Active field, exit table, Pivot field name."

  3. Type the field name, and then press Enter.

Ungroup data 

  1. In the PivotTable, select any item that is in the group you want to ungroup.

  2. Press Shift+F10 or the Windows Menu key to open the context menu.

  3. To ungroup, press U. The PivotTable is updated and shows the ungrouped data.

See also

Use a screen reader to create a PivotTable or PivotChart in Excel

Use a screen reader to filter data in a PivotTable in Excel

Keyboard shortcuts in Excel

Basic tasks using a screen reader with Excel

Set up your device to work with accessibility in Microsoft 365

Use a screen reader to explore and navigate Excel

What's new in Microsoft 365

Technical support for customers with disabilities

Microsoft wants to provide the best possible experience for all our customers. If you have a disability or questions related to accessibility, please contact the Microsoft Disability Answer Desk for technical assistance. The Disability Answer Desk support team is trained in using many popular assistive technologies and can offer assistance in English, Spanish, French, and American Sign Language. Please go to the Microsoft Disability Answer Desk site to find out the contact details for your region.

If you are a government, commercial, or enterprise user, please contact the enterprise Disability Answer Desk.

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