Excel Pivot Table Date Not Grouping

Insert a pivot table and then drag the date field to rows the dates are automatically grouped by year quarter and month by default.

Excel pivot table date not grouping. Change date formatting in pivot table. Right click on the date field in the pivot table. We will select field settings number format. Want an easy fix.

In the dialog box select one or more options as per your requirement. Immediately press ctrl z to undo the automatic date grouping. To change the pivot table date format. For example you may want to group an unwieldy list of dates or times date and time fields in the pivottable into quarters and months like this image.

Then click any cell in the pivot table to activate the pivottable fieldspane drag and drop the half yearfield to the rowssection and then drag other fields to proper sections as you need. We will click on the pivot table select the analyze tab in the pivot table tools and click insert timeline. Then use the filter drop down on the date column. We will right click on any cell in the date field of the pivot table.

Figure 8 insert a timeline. Add the date field to the pivot table. Grouping requires all cells to be formatted as dates. After checking turn your data source into an excel table object with ctrl t or insert table.

Figure 7 insert timeline. Now you will see the pivot table is created and the dates are grouped by half year of each year. In the right click menu click ungroup. Try excel pivot table date grouping.

Add the date field to the pivot table. Also double check for blanks. Grouping data in a pivottable can help you show a subset of data to analyze. Maybe your pivot data source includes a blank row at the end of the source data.

To group dates by year and month. In order to display the original dates without grouping right click on the data select group. Select the option group. Grouping will only work if there are no empty or text cells in a range and all cells have the same date format.

At any time right click on any of the date field items or headings. We will ungroup date. To display the original dates on each row highlight days then ok. In the dates grouping options you can redefine how you want to group the dates.

Make sure excel recognizes the whole column as a set of dates. If the column contains only dates you should not see individual entries but a year month day expandable tree. You may try the following steps to correct number format in the range. The grouped fields are removed and the original date field remains in the pivot table.