Laura has attended:
Visio Introduction course
Pivot Tables - grouping keeps disappearing when updating
Hi All,
I'm starting to go mad.
I have a wonderful excel spreadsheet with admissions and discharges for my organisation in.
Currently I have some pivots, of which list the site down the left hand side and then the months and years across the top.
Every time I update the pivot tables with more data (i.e. another months worth of admissions) all the grouping for the years and months disappears on my columns.
Any ideas?
I have data back to 2013 and I really cant afford to do this manually.
When i right click to group it tells me it can't :( :(
Thanks if anyone can save me!
Laura
RE: Pivot Tables - grouping keeps disappearing when updating
Hi Laura,
Thank you for your post. The first thing that I would suggest if your number of raw data records change, is to format your raw data sets as tables (click the Insert tab, then click Table. Click OK. This will let Excel automatically adjust the size of the table references in the Pivot Tables when you add or delete rows / columns in the raw data. It also means that when you add raw data records, you never have to use the 'Change Data Source' button. Only Refresh.
Secondly, to manage the year / month groupings, instead of right-clicking, click in a year or month cell in the Pivot Table (column labels), then the Group button in the Analyse ribbon should be active and allow you to group or change the current grouping.
When I click Refresh after adding records, my Pivot Table keeps the groupings.
I hope this helps.
Kind regards
Marius Barnard
STL
