Excel Pivot Table Automatic Date Grouping

Automatic date time grouping option in excel 2016 this grouping happens automatically when you add a date field to one of the areas in the pivot table.

Excel pivot table automatic date grouping.

For this demo we re going to. Your grouped data looks like this. 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. Press the ungroup button on the analyze tab of the ribbon.

Automatic date field grouping. Quick fix to switch off the date grouping. Turn off automatic date and time grouping in excel pivot tables. Immediately press ctrl z to undo the automatic date grouping.

As shown below whether you want it or not the dates are grouped in months. If you are using excel 2016 office 365 then the date field is automatically grouped when you add it to the pivot table. Add the date field to the pivot table. In the right click menu click ungroup.

Insert a pivot table and then drag the date field to rows the dates are automatically grouped by year quarter and month by default. To display the original dates on each row highlight days then ok. The quick fix is to undo ctrl z. The excel pivot table date grouping is now displayed.

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. 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. This depends on your excel settings.

Once grouped together you can drag the group to your pivot table and start your analysis. The automatic grouping is a default setting that can be changed. At any time right click on any of the date field items or headings. The time grouping feature is new in excel 2016.

Select a cell inside the pivot table in one of the date fields. Select any of the cells from the date column. You will get a pop up window to group dates. Right click on it and select group.

This works because when you drag it in excel puts it in and groups it in 2 steps. Press the ungroup button located above the group button. You can undo even though you didn t do it. Your data is now clean.

The grouped fields are removed and the original date field remains in the pivot table. To ungroup the date field. In order to display the original dates without grouping right click on the data select group. This is a setting that can now be turned on or off in the excel options menu.