
This means that all pivot tables that share the same cache, will also share the date groupings. This can be problematic if you create more pivot tables based on the same pivot cache. When you create a pivot table and group using the Group feature, the fields and the groupings are stored in a pivot cache, not in the source data. If you disable automatic grouping, you can still right-click and group in pivot tables but the groups will not be created automatically when you drag a date field to an area in the pivot table. Select or check Disable automatic grouping of Date/Time columns in PivotTables checkbox.īelow is the Excel Options dialog box in 365:.If you are using an older version of Excel, click Advanced in the categories on the left. Click Data in the categories on the left.To disable automatic grouping for pivot tables: In Excel 2016 and later versions, dates are grouped automatically if they are placed in the Rows or Columns area of the pivot table.


The source data does not need to contain a year, quarter or month name column. You can group dates by quarters, years, months and days. The easiest way to group by a date period is to right-click in a cell in a date field in a pivot table and select the desired grouping increments. In Excel 2016 and later versions, if you drag a date field into the Rows or Columns area of a pivot table, Excel will group by date increments by default. Depending on your Control Panel settings on your device, valid dates may be entered as month/day/year, day/month/year or year/month/day (although they can be formatted to appear in other ways). The key to grouping by month and/or year in a pivot table is a source field with valid dates (such as OrderDate). Grouping by month and year in a pivot table Source data is typically entered vertically with data in columns and field names at the top of each column of data.
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Alternatively, you can also create calculations in source data to extract the month name and the year from a date field and use the fields in your pivot table. You can group by date periods in a pivot table using the Grouping feature (this may occur automatically depending on your version of Excel). There are two common approaches to grouping by date. If you have valid dates entered in your source data, you can group by month, year or other date period in a pivot table in Excel. Group Dates in an Excel Pivot Table by Month and Yearīy Avantix Learning Team | Updated March 7, 2021Īpplies to: Microsoft ® Excel ® 2013, 2016, 2019 and 365 (Windows)
