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 th...

PivotTable

nabilmourad
Oct 24, 2019
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

nabilmourad

MVP

Oct 24, 2019

Basiliorio

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

Copper Contributor

Oct 24, 2019

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

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