Let's take a look at why this happens. etc. The Date field contains many items. Create and optimise intelligence for industrial control systems. Several viewers asked me to demonstrate some other ways to -Group a Field- in a Pivot Table. Still no result. May 07, 2019, by Still no result. The simple rule for the enabling the Group Field feature for dates is: I am an experienced Pivot Table user so the above is somewhat frustrating. 2. I am using a pivot table from PowerPivot data and I have a field called 'Sections' in the pivot table Columns that I need to show all of the sections even if there is no data after I select dates with a slicer. Other words cells are not blank, they have empty string value. Pivot Table Trying To Add A Calculated Field But It S Greyed Thanks for any help in explaining why the option is greyed out. For some reason I now see that a Years Field has been automatically created for me and I can not group them because the Group Field is grayed out. For now, I can only see dates by month and not days. Any help would be appreciated. I have downloaded the add in PowerPivot - so I disabled this - but that didn't work. 08-09-2020 I have been doing this monthly for several years and this month i am unable to create the pivot table and i need help. I have looked online to try and find a solution, however none of them are applicable to me. Clicking this PivotTable icon gets the usual dialog about where to place the Pivot Table, it can be positioned on an existing sheet, or open a new sheet. I am trying to create a PT on order count but since the orders are only run on business days, all other days are not included. However, the date grouping feature doesn't always work. 6-Jan, 7-Jan, 8-Jan, 10-Jan, 11-Jan, etc. Problem is that this is not how i like it to be. Step #1: Select 1 Of The Items Within The Group. A pointer in this respect would be appreciated? The second pivot table does NOT allow for Date grouping. Perhaps the main culprit is that the data in the column originally is text format (text+number - P18001001 for example). Field grouping/grouping not working in pivot table, Re: Field grouping/grouping not working in pivot table, https://m.youtube.com/watch?v=gelEmlM80J8, Pivot Table - Date - Group by Month does not work, What's new in Office Scripts for Excel on the web, Increase your productivity with Office Add-ins. The most common type of grouping is date grouping. Drop the data into Excel into a table. Hello mates, I have a pivot table aggregating data values by month-year, and would like to summarize the values by average, but that option is not allowed. Im using PowerPivot and pulling data from PowerQuery. As far as I know, if there is a cell empty without date, we could not use the Group Field. For example, you … - edited Thats the one i need (based on a video i saw). And yes there is text in the example file. thank you Database1.accdb Excel Categories. Thats the one i need (based on a video i saw). Yeah, nothing is stored as text here, and everything is in order. I have tried changing lots of options and even reinstalling office but can't work out why both calculated field and group by are greyed out when I am working with Pivot Tables. Most probably values were returned by formula like =IF(1,number,""). I tried to get rid of it, but it has created what I assume to be a calculated field in my pivot list for all the tables. If the column is formatted as a date type, and you filter the column, you'll see a hierarchal break out of by year, month, and day. Even if in filter they are mentioned as Blanks, If select filter table on "blanks" only, press Del (other words clean such cells), refresh PivotTable, we will see that (blank) appears in it and grouping is available. When the source data is added to the data model, you end up with an OLAP-based Power Pivot, instead of a traditional pivot table, and the grouping feature is not available. all the best, Yeah, nothing is stored as text here, and everything is in order. Thus we shall clean the source before aggregate by PivotTable. Video Hub If you try to pivot off this data, the calculated field will still be grayed out. I did go to the data table and made sure that my dates are actually dates. It is greyed out only in "NotWorks". The date field will be placed in the Report Filter of the Pivot Table. You can group rows and columns in your Excel pivot table. To create a grouping, select the items that you want to group, right-click the pivot table, and then choose […] I want to be able to group by month so I can see orders by month/user vs day/user. My option is greyed out, along with Calculated Field, Solve Order and List Formulas. I now see that a Years Field has been automatically created for me and I can not group them because the Group Field is grayed out. The group selection options are grayed out. I don't know what part of the process made this happened. I did go to the data table and made sure that my dates are actually dates. The Group Field button on the Analyze/Options tab of the PivotTable tools ribbon might be disabled or grayed out. Insert Pivot Table Is Greyed Out! For now, I can only see dates by month and not days. on In short i look for a way to get the count of grouping 1-5 (e.g.) Click any cell inside the column with dates. I have tried using the filters in the Pivot Table field list and they are not working. 05:17 AM. The Item you select depends on the group you want to ungroup. I am relatively new to pivot tables so guess there is a simple explanation. It would be nice if you can find the fix needed! I have a very large data table to work with (approx 120,000 rows). SBiebaut86 You need the PivotTable icon on the PowerPivot tab, which is greyed-out if you don't have any data in the PowerPivot. Opened up a pivot-table on AdventureWorks to see what that does. The "field grouping" option in the menu of pivot table analysis is greyed out for some reason. But when i copy this output in a new table, without formulas, i am able to make a pivot table and do a manual grouping. I spend some hours trying to bundle data in groupings in my table. I'm trying to find an example of a pivot table that allows me to use the number of days field and am not getting much luck. The data doesn’t need to have a field (column) for those categories. Slicer connection option greyed out for excel pivot table so For this concrete case that's functionality which we have. If you have a field (or fields) in the row or column area of a pivot table, a drop-down menu with filtering choices appears on the header cell for that field. How to do dynamic named ranges. custom subtotal in pivot table greyed out I am trying to work out a 13 week average for my work, however when i go to field settings, custom subtotals is greyed out. however I stumble at the first point where it says: PivotTable Analyze tab (Excel 2013) > Fields, Items & Sets > Calculated Item. I removed the item table to see if that was perhaps the cause, but even after removing it and only using the Data table, the grouping option remains grayed out. They were originally stored with a time in the field. In general it's doesn't matter the value was added to the cell manually or by formula. there is no June 31st). 05:15 AM How can I fix this issue? Drop the data into Excel into a table. 08-09-2020 For more detail information for "Group items in a PivotTable report", please refer to the following link: http://office.microsoft.com/en-us/excel-help/group-items-in-a-pivottable-report-HP010342560.aspx. You might want to group columns or rows when you need to segregate data in a way that isn’t explicitly supported by your Excel table. To create the pivot table below, instead of the Product field, add the Date field to the Rows area. I don't know how to add the rest of the dates or have excel add them/recognize the gaps as valid... HELP, Pivot Table Group Options are Grayed Out (Trying to Work with Dates). BUT, if you make a dynamic range on the table and create a new pivot table that references the dynamic range of the table instead of the table itself, the calculated field will not be grayed out. on This is 3 years late, but just in case I have the issue in the future and find your thread (a ala xkcd 979), here's what I did to fix it: Check your data sources for invalid data. A Date field (column) can be grouped by Days, Weeks, Months or Years. I only have dates in that field. Thats the one i need (based on a video i saw). I only have dates in that field. I recommend we check the dates in the file and re-create the Pivot Table. So now i'm trying to add a COUNTIF formula in the Calculated Fields section. I show you how in this free Excel Pivot Table tutorial.. Your data is now clean! I had used the GROUP function inside one of my Pivot's to group dates into chunks (Week 1, Week 2, Etc) but something went oddly and it was mi-ordering some of the dates. To group these dates by quarters, execute the following steps. on Re: Pivot table - "show items with no data" greyed out You're Welcome and glad that you were able to resolve the issue. If you try to pivot off this data, the calculated field will still be grayed out. etc. Connect and engage across your organization. June 13, 2017, Posted in I spend some hours trying to bundle data in groupings in my table. I set a filter in the date column of the source data, and discovered that several dates were invalid (e.g. I found that the grouping function is not working with data comes from a formula (in my main table). For now, I can only see dates by month and not days. And it's better to switch off Show Formulas flag on ribbon. OK, I thought - there's nothing Date-like there, maybe that's why Excel can't figure out how to group this data. Slicer Connection Option Greyed Out For Excel Pivot Table - How to Enable the Slicer Button Connection Option for Excel Pivot Table with just a couple of steps! Once you've scrubbed and corrected the source data, refresh the pivot table, and try to group the field again. Fully managed intelligent database services. Outside of the table, I have various calculations, 12 month trend, 3 month trend, current month compared to trends etc. For some reason I now see that a Years Field has been automatically created for me and I can not group them because the Group Field is grayed out. The Simple Rule for Grouping Dates in Pivot Tables. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. PivotTable groups only numbers, and if the source is mix of texts and numbers PivotTable interprets it as texts. If you don't have any other questions then please take a moment to mark the thread as 'Solved' using the thread tools menu above your first post. Community to share and get the latest about Microsoft Learn. I added a new example file without text. I attached an example file. The "field grouping" option in the menu of pivot table analysis is greyed out for some reason. Any data not in the drop down should be confirmed as a valid date. Right click and click on Group. When you create a pivot table, there's a check box to "Add this data to the Data Model". September 22, 2020. It shall work without manual intervention. I'm trying to find an example of a pivot table that allows me to use the number of days field and am not getting much luck. In short i look for a way to get the count of grouping 1-5 (e.g.) If it's dimmed out, your pivot table is the traditional type If the command is active, your pivot table is OLAP-based And if you check the Fields, Items, & Sets drop down, some of the features will be dimmed out, for OLAP-based pivot tables. STEP 6: We need to Refresh our pivot table to load our new correct dates but first we need to “uncheck” the ORDER DATE field. The workaround could be Power Query the source, transform and return cleaned data to Excel sheet, pivot resulting table. The "field grouping" option in the menu of pivot table analysis is greyed out for some reason. I've tried the following: Application.CommandBars("PivotTable Field List").Enabled = True ActiveWorkbook.ShowPivotTableFieldList = True. Find out more about the Microsoft MVP Award Program. 463850 The date field will be placed in the Report Filter of the Pivot Table. Using the Date attribute of the Date dimension - Excel still doesn't enable "Group Field". 3. Would be nice if someone can find the solution. Somehow the Field List for the pivot table is greyed out. one that has issued Sophia Tsoleridou The date field will be placed in the Report Filter of the Pivot Table. In the early stage of developing this Pivot Table, I was able to view my data by days. In this section, I show how you can easily ungroup a Pivot Table Field through the Ribbon or using a keyboard shortcut. What I did was I went to the Data Tab > Data Tools > Text To Columns and format the information in date format. Please see attached 2010 db and open the queries and show as Pivot and select the field [Percent] and try to "Show as Percent of Column Total" which is found in the Pivot Table Tools / Tools group on the far right. Example #3: Ungroup Numeric Pivot Table Field Through Ribbon Or With Keyboard Shortcut. Below is a before and after example of the date grouping structure. etc. Group Dates. How do you 'scrub' your data? If you checked that box, you won't be able to group any items in the pivot table. I believe that by right clicking one of the dates it should be possible to group them by say quarter but the 'group' item on the menu is greyed out. I … There are no blanks. Thanks! They were originally stored with a time in the field. - Just wondering I have a few spreadsheets that I created... - Free Excel Help Home. by The pivot table in that figure is using Tabular layout. 1. In short i look for a way to get the count of grouping 1-5 (e.g.) However if I sent the same Excel to somebody and they create a Pivot out of the same data and then they send it back to me then I can use the calculated field on the PIVot that this other person created but not at the Pivots I created. Empowering technologists to achieve more by humanizing tech. There is a button 'Show items with no data' under Field Settings but it is disabled. BUT, if you make a dynamic range on the table and create a new pivot table that references the dynamic range of the table instead of the table itself, the calculated field … In Figure 4-16, a Customer drop-down menu appears in A4, and a Product drop-down menu appears in B3. Yes that can be a problem it seems. Every time I create a Pivot out of some data I cannot use the Option of Insert calculated fields. Right-click on the Pivot Table and click Refresh: “Check” the ORDER DATE Field: STEP 7: Right-click on the Pivot Table and click Group: The Excel Pivot Table Date Grouping is now displayed! Is this because I am using PowerPivot? I did go to the data table and made sure that my dates are actually dates. In the source table of your sample file there was mix of numbers and texts. Maybe that was a bad example, because if i delete text from cells the problem still exist. For some reason Grouping allows you to create hierarchies in your report that may not exist in your data. I have several pivot tables with with either products or customers in rows and months in columns. Tia! If keep only numbers grouping works.