Excel Pivot Tables: How to keep your Pivot Table number formats from being reset (Excel 2010)
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// Show Notes //
Power Pivot
Already know how to use Pivot Tables? Why not take yourself to the next level in data analysis with Power Pivot for Excel? Power Pivot greatly enhances your ability to analyse huge data sets and means you can do a lot more in Excel without having to move to a different data analytics package.
I put together this video to show how we can format a Pivot Table values area so that custom number formatting does not get reset every time we add or remove fields.
You can download a sample file here:
http://www.launchexcel.com/preserve-p...
Here are some highlights for the video:
0:38 - It's quite hard to read the $USD figures when they are in General number format
0:50 - Let's format the values into Currency format
1:10 - That's fantastic we can read the $USD figures much easier now
1:17 - Now let's see how much Sales Tax we paid
1:23 - Oh no we lost the number format
1:58 - So the question is "How do we keep the number format the same even when we change the value field?"
2:12 - Here's my answer (see LaunchExcel article for step-by-step written instructions)
3:20 - One little note: You have got to make sure that your Pivot Table options are set to Preserve Cell Formatting on Update
3:32 - Check out the next great tip! What happens when you want to select the values area when you have lots and lots of values?
4:36 - Step-by-step instructions for selecting the values area
If you want to learn more about Pivot Tables head over to my website at http://www.launchexcel.com
Cheers,
Victor
P.S. The article and sample workbook can be found at:
http://www.launchexcel.com/preserve-p...