To create this pivot table, open the Chapter 3 data file. You need to make a few changes to almost every pivot table to make it easier to understand and interpret.
Other options-Review some of the obscure options found throughout the Excel interface. Summary calculations-Change from Sum to Count, Min, Max, and more.Īdvanced calculations-Use settings to show data as a running total, percent of total, rank, percent of parent item, and more. Major cosmetic changes-Use pivot table styles to format a pivot table quickly. Layout changes-Compare three possible layouts, show/hide subtotals and totals, and repeat row labels. If you find yourself making the same changes to each pivot table, see Tip 5: Use Pivot Table Defaults To Change Behavior Of All Future Pivot Tables in Chapter 14. Minor cosmetic changes-Change blanks to zeros, adjust the number format, and rename a field. Rather than cover each set of controls sequentially, this chapter covers the following functional areas in making pivot table customizations: In Excel, you find controls to customize a pivot table in myriad places: the PivotTable Analyze tab, Design tab, Field Settings dialog box, Data Field Settings dialog box, PivotTable Options dialog box, and context menus. If you find yourself always making the same changes to a pivot table, consider making that change in the pivot table defaults.
Many of the changes in this chapter can be customized for all future pivot tables using the new pivot table default settings. These tweaks range from making cosmetic changes to changing the underlying calculation used in the pivot table.
In such cases, you can use many powerful settings to tweak pivot tables. Customize a pivot table’s appearance with styles and themesĪlthough pivot tables provide an extremely fast way to summarize data, sometimes the pivot table defaults are not exactly what you need.
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