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Basiliorio's avatar
Basiliorio
Copper Contributor
Oct 23, 2019
Solved

Pivot Table grouping defaults to Month when I add data to data source

I have a Pivot Table which is grouped by Year.  When I add new records to data source, then hit refresh in Pivot Table, the grouping defaults to Month.  I would like it to remain by Year.

I tried the 'Disable automatic grouping of Date/Time columns in PivotTables' but that did not work.

Any suggestions?

 

Thank you,

  • Basiliorio 

    Hi

    There is also a possibility that you created another Pivot Table using the same Cache memory with a different grouping. In such case, excel attempts to save memory and it uses the same Pivot Cache and accordingly messes up the first Pivot with a different grouping.

    if so, the problem can be fixed by using a FRESH copy of the pivot cache. I explain that in this tutorial:

    https://www.youtube.com/watch?v=qebR0Bfe-9g

     

    Hope that helps

    Nabil Mourad

3 Replies

  • Basiliorio 

    Hi

    There is also a possibility that you created another Pivot Table using the same Cache memory with a different grouping. In such case, excel attempts to save memory and it uses the same Pivot Cache and accordingly messes up the first Pivot with a different grouping.

    if so, the problem can be fixed by using a FRESH copy of the pivot cache. I explain that in this tutorial:

    https://www.youtube.com/watch?v=qebR0Bfe-9g

     

    Hope that helps

    Nabil Mourad

    • Basiliorio's avatar
      Basiliorio
      Copper Contributor
      I chose the PowerPivot option and it appears to have worked. When I add or remove data to the source table, it does not change the grouping. It just adds the correct numbers grouped by Year.
      Thank you,

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