Forum Discussion
Marcus_Booth
Apr 04, 2025Copper Contributor
No access to group/ungroup dates in Pivot Table filter. Jan-24 and Jan-25 show as Jan only.
I'm trying to follow instructions I found for grouping/ungrouping dates on a Pivot Table filter. Using 365 (desktop app and web based housed on Sharepoint Cloud) The dates on my column are formatt...
- Apr 05, 2025
Any chance to fix by the following:
- Check Date Formatting: Ensure that the column with dates is formatted consistently as "Date" in Excel. If the format is inconsistent, Excel might not recognize the dates properly for grouping.
- Disable Automatic Grouping: In Excel 365, you can disable automatic grouping of dates in Pivot Tables:
- Go to File > Options > Data.
- Under "Data options," check the box for "Disable automatic grouping of Date/Time columns in PivotTables."
- This setting prevents Excel from automatically grouping dates into months, quarters, or years.
- Manual Grouping: If you want to group dates manually:
- Select the date field in the Pivot Table.
- Go to PivotTable Tools > Analyze > Group > Group Selection.
- In the dialog box, choose the grouping options (e.g., Months and Years).
- Ungrouping Dates: If dates are already grouped and you want to ungroup them:
- Right-click on the grouped date field in the Pivot Table.
- Select "Ungroup."
- Filter Settings: If you're using the date field as a filter, Excel might display grouped dates by default. You can try adding the date field to the Rows or Columns area instead, where grouping options are more flexible.
Kidd_Ip
Apr 05, 2025MVP
Any chance to fix by the following:
- Check Date Formatting: Ensure that the column with dates is formatted consistently as "Date" in Excel. If the format is inconsistent, Excel might not recognize the dates properly for grouping.
- Disable Automatic Grouping: In Excel 365, you can disable automatic grouping of dates in Pivot Tables:
- Go to File > Options > Data.
- Under "Data options," check the box for "Disable automatic grouping of Date/Time columns in PivotTables."
- This setting prevents Excel from automatically grouping dates into months, quarters, or years.
- Manual Grouping: If you want to group dates manually:
- Select the date field in the Pivot Table.
- Go to PivotTable Tools > Analyze > Group > Group Selection.
- In the dialog box, choose the grouping options (e.g., Months and Years).
- Ungrouping Dates: If dates are already grouped and you want to ungroup them:
- Right-click on the grouped date field in the Pivot Table.
- Select "Ungroup."
- Filter Settings: If you're using the date field as a filter, Excel might display grouped dates by default. You can try adding the date field to the Rows or Columns area instead, where grouping options are more flexible.
- Marcus_BoothMay 21, 2025Copper Contributor
Thank you for the instructions. Excel seems to be a bit glitchy on these, but it seems to be working now. Much appreciated. :)