Excel Pivot Table Automatic Date Grouping

As shown below whether you want it or not the dates are grouped in months.

Excel pivot table automatic date grouping. Select any of the cells from the date column. The time grouping feature is new in excel 2016. If you are using excel 2016 office 365 then the date field is automatically grouped when you add it to the pivot table. The excel pivot table date grouping is now displayed.

Add the date field to the pivot table. Your data is now clean. Automatic date field grouping. Once grouped together you can drag the group to your pivot table and start your analysis.

The grouped fields are removed and the original date field remains in the pivot table. Immediately press ctrl z to undo the automatic date grouping. Right click on it and select group. Turn off automatic date and time grouping in excel pivot tables.

In the right click menu click ungroup. To ungroup the date field. This is a setting that can now be turned on or off in the excel options menu. Select a cell inside the pivot table in one of the date fields.

I m going to show you how we can head to our options menu to see whether or not that automatic date grouping feature is enabled. If you look at the data table one of the cells contains a date with incorrect format excel stores it as text and a text value. For this demo we re going to. This works because when you drag it in excel puts it in and groups it in 2 steps.

The automatic grouping is a default setting that can be changed. Insert a pivot table and then drag the date field to rows the dates are automatically grouped by year quarter and month by default. Add the date field to the pivot table. Your grouped data looks like this.

Below are the steps you need to follow to group dates in a pivot table. In the dates grouping options you can redefine how you want to group the dates. You can undo even though you didn t do it. Press the ungroup button located above the group button.

Right click on the pivot table and click group. Press the ungroup button on the analyze tab of the ribbon. In order to display the original dates without grouping right click on the data select group. With time grouping relationships across time related fields are automatically detected and grouped together when you add rows of time fields to your pivottables.

Quick fix to switch off the date grouping. At any time right click on any of the date field items or headings. This depends on your excel settings. To display the original dates on each row highlight days then ok.