Auto refresh Pivots with Group Data without VBA

NJS1982

Board Regular
Joined
Sep 24, 2009
Messages
183
Office Version
  1. 365
Platform
  1. Windows
Hi all, not sure if this is possible, but...

Does anyone know if you can update a Pivot Table that has grouped date data (Year and Quarter) automatically, but retain that grouped date data after the refresh?

I have been able to get the Pivots to update when I save and re-open the sheet (using Pivot Table Options, Data tab), but it removes the date field completely and means I have to then re-add it back in, then re-group to years and quarters for each table. It does the same whenever I refresh the Pivot manually.

I am using Excel 2016 and keen to avoid VBA if I can.
 

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