Excel Magic Trick 1256: Grouped Dates in PivotTable With Becomes UnGrouped When I Refresh!!!

Learn how to build a PivotTable with Grouped Month and Year Dates and add a Slicer for a Marine Species Data Set, and then learn how to fix the PivotTable with Slicer when Grouped Dates Become Ungrouped:
1. (00:12) Problem Introduction
2. (00:47) Build a PivotTable with Grouped Month and Year Dates and add a Slicer for a Marine Species Data Set.
3. (03:25) Add New Records to Excel Table and then Refresh PivotTable Report
4. (03:44) Then learn how to fix a PivotTable with Grouped Dates that become Ungrouped by fixing the data mismatch in the Date Column. (Can’t have an empty Record in the Data Set).

[jschwone]

Even now-a-day your absolute awesome work (from 2016) helps a poor soul like me, who's just pulled out half his hair in frustration because of this. Many a times you have saved me out of the s$%^t. Thanks so much.

[MySpreadsheetLab]

This could happen so easily. Imagine building the perfect Excel model and then handing it over to someone to enter data into the table. If the Pivot isn't refreshed the issue (Pivot ungrouping) wouldn't be noticed. Additionally, many people build formulas on top of the Pivot so imagine the problems that this little action could cause! Another reason to (a) create a backup and (b) explain exactly how the model works (what to do and what not to do). Thanks for sharing Mike!

[francketmimi]

Thanks a lot, I know now why the group not working, time to time. - you are very proffessional

[pmsocho]

Thanks for sharing this issue and the solution!

[at-excel]

Some things will never change ;-) Thanks for sharing.

[paulinocastillo]

Simplemente excelente, muchas gracias por compartir!!

[ExcelStrategy]

This oddity still present even in Excel 2016 with the pivot table enhancement "automatic time grouping", carefull is needed.

[Sal_A]

Thanks for the tip. Am I not seeing correctly? The last record you entered with "5" did not update for November 2015. Total should be 8 right?

[emprendedoradiaries]

hi. I need help with a formula. What I need is, once I have a number <=-31 the formula should give me a result of -30 and if I have a number >=-30 the formula should add 10 to this number. thank you.