Excel 365 - Pivot tables ungroup dates when refreshed; not an issue in Excel 2016 The 2019...

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Excel 365 - Pivot tables ungroup dates when refreshed; not an issue in Excel 2016



The 2019 Stack Overflow Developer Survey Results Are InExcel - pivot table does not group datesHow should I design time series data for ease-of-use by Excel Pivot Tables?Using Excel 2007 Pivot Tables/Graphs linked to WORD questionsGrouping a field in one pivot tables groups the same field in another tableCalculating Annualized Turnover in a Pivot Table or PowerPivotExcel: Vertically ordered tables overlap when data changesExcel - pivot table does not group datesPivot Tables and Charts Blank after Excel Opens and Refreshes Data Sourcesms excel, pivot tables…how to count the number of times a word/text occursExcel chart with multiple series based on pivot tablesExcel Pivot Table Data Parsing/Analytics





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I have an Excel workbook that is pulling data from MS SQL Server into a PowerPivot data model and then about a dozen pivot tables. These tables contain date information that is grouped by year and fiscal quarter as follows:



2018
Qtr1
Qtr2
Qtr3
Qtr4
2019
Qtr1
Qtr2


In the previous version of Excel everything worked fine, but now that we've upgraded to 365 I started running into issues every time I tried to refresh the data.



After some troubleshooting I determined that Excel is ungrouping the date ranges in each pivot table when they refresh which causes them to overlap and error out. Moving the tables around so that nothing can overlap solves that issue but I am still left with a bunch of pivot tables that are no longer grouped by year/quarter and instead display each individual date on its own line.



I have "Disable automatic grouping of Date/Time columns in PivotTables" unchecked in settings, and have confirmed that the dates are not being treated as strings per this SU post.



Is this an issue with 365, or am I missing a setting somewhere?










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    I have an Excel workbook that is pulling data from MS SQL Server into a PowerPivot data model and then about a dozen pivot tables. These tables contain date information that is grouped by year and fiscal quarter as follows:



    2018
    Qtr1
    Qtr2
    Qtr3
    Qtr4
    2019
    Qtr1
    Qtr2


    In the previous version of Excel everything worked fine, but now that we've upgraded to 365 I started running into issues every time I tried to refresh the data.



    After some troubleshooting I determined that Excel is ungrouping the date ranges in each pivot table when they refresh which causes them to overlap and error out. Moving the tables around so that nothing can overlap solves that issue but I am still left with a bunch of pivot tables that are no longer grouped by year/quarter and instead display each individual date on its own line.



    I have "Disable automatic grouping of Date/Time columns in PivotTables" unchecked in settings, and have confirmed that the dates are not being treated as strings per this SU post.



    Is this an issue with 365, or am I missing a setting somewhere?










    share|improve this question







    New contributor




    5E4ME is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
    Check out our Code of Conduct.























      0












      0








      0








      I have an Excel workbook that is pulling data from MS SQL Server into a PowerPivot data model and then about a dozen pivot tables. These tables contain date information that is grouped by year and fiscal quarter as follows:



      2018
      Qtr1
      Qtr2
      Qtr3
      Qtr4
      2019
      Qtr1
      Qtr2


      In the previous version of Excel everything worked fine, but now that we've upgraded to 365 I started running into issues every time I tried to refresh the data.



      After some troubleshooting I determined that Excel is ungrouping the date ranges in each pivot table when they refresh which causes them to overlap and error out. Moving the tables around so that nothing can overlap solves that issue but I am still left with a bunch of pivot tables that are no longer grouped by year/quarter and instead display each individual date on its own line.



      I have "Disable automatic grouping of Date/Time columns in PivotTables" unchecked in settings, and have confirmed that the dates are not being treated as strings per this SU post.



      Is this an issue with 365, or am I missing a setting somewhere?










      share|improve this question







      New contributor




      5E4ME is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
      Check out our Code of Conduct.












      I have an Excel workbook that is pulling data from MS SQL Server into a PowerPivot data model and then about a dozen pivot tables. These tables contain date information that is grouped by year and fiscal quarter as follows:



      2018
      Qtr1
      Qtr2
      Qtr3
      Qtr4
      2019
      Qtr1
      Qtr2


      In the previous version of Excel everything worked fine, but now that we've upgraded to 365 I started running into issues every time I tried to refresh the data.



      After some troubleshooting I determined that Excel is ungrouping the date ranges in each pivot table when they refresh which causes them to overlap and error out. Moving the tables around so that nothing can overlap solves that issue but I am still left with a bunch of pivot tables that are no longer grouped by year/quarter and instead display each individual date on its own line.



      I have "Disable automatic grouping of Date/Time columns in PivotTables" unchecked in settings, and have confirmed that the dates are not being treated as strings per this SU post.



      Is this an issue with 365, or am I missing a setting somewhere?







      microsoft-excel pivot-table powerpivot microsoft-excel-365






      share|improve this question







      New contributor




      5E4ME is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
      Check out our Code of Conduct.











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      5E4ME is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
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