Removing "Group Fields" from Pivot Table Field List

lalbatros

Well-known Member
Joined
Sep 5, 2007
Messages
659
Hello,

I would like to remove "Group Fields" I had created in some Pivot Tables.

When some field values are grouped in a PT, Excel creates an "Group Field" for this purpose.
These "group fields" become members of the "Pivot table fields list".
Now that I created these grouping values in my database, I would like to remove these "group fields" from my pivot tables.

My motivation is performance.
I have more than 50 PT, all based on large datasets.
I keep them together in one big excel file for convenience.
I have the feeling that the "group field" are deteriorating sometimes the performance.
Today, Excel has been crashing several time when saving the file, therefore, I want to get it slimmer.

Would you know how I could remove the "group fields", at least to check if it works better.

Thanks
 

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Fazza,

This does not remove the group field from the field list.
This simply changes the layout of the the pivot table.

Excel remembers that the group field was created.
This is usually a good thing since you can reuse it again later without too much work.
However, now I really want to remove this group field totally.
Otherwize, the end-user see this field in the field list and could be tempted to us it. I don't want that because I have created a field in my databse to make the thing more reliable.
(grouping remains a great feature, but when used systematically it indicates a need for the grouping data in the orignal database)

Thanks
 
Upvote 0
I am having the same issue. Did anyone come up with a solution to this? I have several pivot tables which all use a standard table as the source data. I have several date columns in the source data for Order Date, Ship Date, Invoice Date etc. Over time I have added and removed groups to analyze my business. When a group is added for date it adds Year, Month, Quarter etc to the field list. These grouped fields stick around even after the group has been removed. Now I have Years, Years1, Years2.... and no way to determine which actually date column each group is associated. I want to reset the Pivot Table Fields to source data only so I can at least get a fresh start. Even a new pivot table has these artifacts form past groups. Am I stuck with these forever? Any help would be great. Thank you, Tad
 
Upvote 0
Tad39, lalbatros,


Found a solution for this. Ungroup the Group Field you created but now want to remove.

If you're using Office 2016,
1. To check out which fields are grouped under that Group Field you want to remove, hover over that Field in the Field List pane. A downward triangle appears on the right of the Field name.
2. Click that triangle (NOTE: not funnel), and you'll see list of fields that are grouped under that Group Field.
3. Make sure that Group Field is in either Columns or Rows list on the Field List pane.
4. Go to pivot table, expand or collapse fields, so that all the fields you saw under the Group Field are visible.
5. Select all the fields under that Group Field. Right click, select "Ungroup".

Hopefully lalbatros didn't have to wait for this solution for 10 years since he posted.
 
Upvote 0

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