How Can I RETAIN Formatting In A Pivot Table
Mar 21, 2007
My data has various dates in column A, which I group into months using the formula "=DATE(YEAR(A2),MONTH(A2),1)" in column B. Then I format column B to show the results in the format mmm-yy. So far so good.
I then use a pivot table to count the number of entries for each month and I have formatted the date column the same way. But every time I refresh the data (which I need to do frequently as data floods in from external sources), the format of the pivot table reverts to dd/mm/yyyy and I have to go and manually reformat it again.
I've checked all the options I can think of, but cannot find any way to keep the format as I have set it. Does anybody know of a way?
I'm using Excel 2003 on Windows 2000 Professional.
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Feb 13, 2007
A report is written in a massive text file, and i've got my code to shrink it down, tidy it up and spit out a nice pivot table which my manager wants to be pretty colours (colors for US spelling). So far i've go this (which i recorded lazily):
ActiveSheet.PivotTables("PivotTable2").PivotSelect "Division[Numerical]", _
xlDataAndLabel
With Selection.Interior
.ColorIndex = 35
.Pattern = xlSolid
End With
Now - what happens if there are no entries for the "Numerical" division? ERROR!!!
How can i get some kind of "IF this division is present - color 35 please, if not, carry on" command? I have experimented til all the cows have come home, but i still end up with errors and freezing.
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Jun 19, 2014
Pivot Tables. I've created a very simple one where my Row Lables are Salesperson then date and the second column is Sales. It looks "backwards" to me, because each salesperson's total sales for all dates combined is ABOVE the data by date. To make it worse, there's a line below the name, which looks like it's separating the name from the next few lines! With the next salesperson's name in the same "block" as the previous salesperson's details, it's very confusing! It would make more sense to me to have each salesperson's total be at the BOTTOM of their section!
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Jun 22, 2014
writing VB code to conditionally-format the pivot table shown here (I am not inclined to use the Excel Conditional formatting option as it loses the formatting when refreshing the pivot table)
Excel_screenshot1.png
I need a VB macro that reads each value in a Pivot table .. starting with the Col1, Row1 of the Pivot table .
It then matches the value in Col 1, Row1 to the Baseline value for Col 1 that is specified in (Yellow ) .
Note : The Baseline values are not part of the Pivot table area
If the value in in the Col 1, Row1 is less than the baseline value for that column at the top ,it formats the font color of that pivot table cell (say to red) It then moves to read the value in Col 1, Row2 and does the same check .
Once it completes the check on all values in Col 1, it does the same with Col 2 (where the values are compared to the baseline value for Col 2) ... and so on until all the colums of the PIvor table are validated in the same manner .
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May 8, 2007
I am having difficulty with the pivot table I created in that the name of the month is showing the serial number. In my spreadsheet, the data I have is:
cell B3 = 20070501
cell P3 = 05 { formula =MID(B3,5,2) } {}*not an array formula
cell Q3 =May {formula =DATE(2000,P3,1) }
custom formatting in cell Q3 with MMMM to retreive name of month
In my pivot table, I would like the name of the month "May" to be displayed but 5/1/2000 is appearing. What am I doing wrong? Must I always format my data in the pivot table to return the name of the month? Perhaps someone in the Excel spectrum knows of a better solution.
Thanks to anyone who can guide me to sanity.
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Dec 5, 2009
Whenever I make one with numbers, I get formatting for a number as below
1234567.78(no commas and 2 decimal places)
I normally want the formatting as 1,234,568 (comma inserted, no decimals,), (the last digit is changed just becasue of round off, other wise number in both cases is same).
Now I can double click the field, goto number--> number and then apply this formatting.
My question is whether there is a setting in excel somewhere so that this formatting will come as default (after I create the pivot table each time)?
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Jul 20, 2009
I'm trying to loop through all pivot fields in a table and change the format to be 0 decimals and comma seperated.
Here's my
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May 15, 2012
I am using Excel for Mac 2011. I am trying to conditionally format the cells that apply to each row in the table with the exception of the grand total (listed as the bottom row). Depending on the filter applied by the user, the number of rows can go from 1 to 10. I have seen where some people have applied based on whether the cell showed a sum of some component in the source data. I am looking for this within the Mac version and have not found it. Do I need to write something in VBA to format it after refresh?
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Apr 30, 2014
Was working on this problem for a poster: [URL] ......
I can't seem to get the pivot table/chart to format exactly as I desire. It seems that as soon as I add 'group by hour and day' Excel forces the formatting to AM/PM and I want to keep it military. I want to group by hour, so that data that occurs at 6:00 and at 6:30 are grouped, and I had to group by day so that 6:00 on 1/1 was separated from 6:00 on 1/2.
Attached is a worksheet which shows the desired chart format (not a pivot chart), and the attempted pivot chart. I want the pivot chart to match the 'simple' chart in look and feel. Any attempts to change the formatting of the row labels to 'h' is promptly ignored by Excel.
Note the two tasks that occur at hour 18 (one at 18:00 and the other at 18:20 (you will need to see the formatting to truly see the minutes)). Those should be combined in the pivot table (and they are) and on my 'adjusted' table (where I used SUMIFS).
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Apr 22, 2014
How do I clear the pivot table formatting? I want just the content of the pivot table, but can't figure out how to get rid of the formatting?
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Aug 27, 2009
In Excel 2007, is it possible to copy & paste a pivot table, and have the result look like a pivot table, but not actually be a pivot table? I want to keep the values and the formatting (the colors and borders, etc) but I want it to not actually be linked to the data or have the ability to change with dropdowns, etc. I've tried the usual copy & paste special (values) thing, and the other otions in the paste special box, but it doesn't keep the formatting.
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Mar 25, 2014
I have a pivot table which shows below... I need to set up a conditional format to highlight the row where all fields are "0"
Company
Deals
Opps
Days since Deal
Days since Opp
Days since Meet
Co 1
1
7
80
20
20
Co 2
0
0
0
0
0
Co 3
1
4
30
30
28
Co 4
3
3
30
30
37
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Feb 2, 2014
My boss asked me to format a pivot table like this with irregular ranges:
I've had a crack (as seen below and have gotten everything right except the strange group irregular ranges. I'm stumped! I'm not sure if pivot tables even have a function for irregular group ranges.
My raw data looks like here is its layout:
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Nov 20, 2010
I have some source data which is used to generate a pivot table. The data is conditionally formatted to color certain cells based on some other values. Once the data is transferred to the pivot table this formatting (as well as the number formatting) is lost.
I have found some code to fix the number formatting issue but can't seem to locate something similar to set the interior color of the cells in the pivot table to match that of the original source data.
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Apr 18, 2014
It's a given that formatting doesn't alter underlying values in all areas of Excel, merely changing the way cells look. But in the attached I show two pivot tables using exactly the same data with the sole exception that the first one has the date numbers formatted as numbers whereas the 2nd PT has the date numbers formatted as dates.
With the 2nd PT it will accept the Group by month functionality whereas the 1st PT won't.
On the face of it PTs seem to take more notice of the way a number is formatted when it comes to grouping rather than treating the number as a date which it can group.
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Apr 13, 2012
I came across an issue on the pivot table after refreshing data. I always need to manually redo the border and formatting. I figure that it is because every time when some new group have move to another day, it change the pivot table layout again and so on.
1) I manage to draw border for Day 1, 2, 3, 4 and 5 but 'Beyond Day 5' i dont know how to do it.
2) Sometime some Day X will have no data then i will have problem with my script. (example pivot table doesnt show Day 2)
3) Possible to do looping for that?
I had attached a simple file.
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Feb 1, 2007
Ive created a pivot table which looks at an Access Database in the form of a Cube. One field has numbers in, but when it comes through as a cube, it treats these numbers as text. So when I have a the rows as this field, they appear in text order, eg. 1, 10, 100, 101, 2 etc (instead of 1,2, 3, 4 etc). How can I get this field to be recognised as a number field in the pivot? (its a number field in the access database). Ive applied a sort to the data where Ive made my own custom list, but this is just a temporary fix. Can i specifiy somewhere that this field is a number and should be treated as such??
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May 24, 2007
Below is some code I am trying to run. What I would like to do is select a certain "data row" in the pivot, and apply some conditional formatting to that. It works just fine until I reach the .colorindex = 3 line. It says I'm getting an application/object defined. how to fix this? I'm on Excel 2007. This was fine on 2000!
pvtCurrent.PivotSelect "'% Dist'", xlDataAndLabel
With Selection
With .Interior
.ColorIndex = 36
.Pattern = xlSolid
.PatternColorIndex = xlAutomatic
End With
With .FormatConditions.Add(xlCellValue, xlBetween, "0", "0.97")
With .Font
.Bold = True
.ColorIndex = 3
End With
End With
End With
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Jul 30, 2007
I am running office 2007. I am using conditional formatting in a pivot table to highlight rows where the value in the last column meets a particular criterion. However everytime I update the table the formatting gets lost. I have looked through all the threads I can find to establish if there is some VBA code that I can use to reapply the required conditional formatting after each update
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Feb 4, 2009
I'm concatenating data in 5 cells (Author, Year, Title, City, Publisher), one of which is in italics (Title). When using concatenate (or &) the formatting is removed, and I need to be able to retain that formatting.
Example:
Col B
Aaron, M. (ed)
1999
The Body's Perilous Pleasures.
Endinburgh
Edinburgh University Press
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Mar 1, 2013
I have a textbox that displays text from another cell in the workbook. The other text has some sections in bold, but when it displays in the textbox it doesn't show the bold text - The code I'm using at the moment is below.
Private Sub UserForm_Initialize()
Dim R As Long
ComboBox2.List = Array("QuestionSet1", "QuestionSet2")
[Code].....
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Apr 25, 2014
I am having trouble getting some conditional formatting to apply to all cells in a column in a pivot table. Currently, the conditional formatting is only applying to the top level items in the pivot but is not applying to the lower level items. I can see why it is doing this. the range in "Applies to" is only specifying the rows that contain the top level items. I tried to change the range to D10:D647 but, it reverts back to just the top level items. How to get it to apply to everything?
Image attached : Capture.JPG
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Dec 11, 2013
I have a database of roughly 9000 rows. My first sheet is this data in a raw format (Masterdata!). Each row is a fire-rescue response call and therfore has a time stamp. The raw data uses different formats to provide the time stamp. My second sheet is my filtered data (Filtereddata!). In order to make these time stamps uniform I have a formula that looks at the Masterdata! timestamp column and if it is in a numeric format changes it to a text date and if it is a text date perserves it.
=IF(ISNUMBER(Masterdata!K:K),TEXT(Masterdata!K:K,"dd/mm/yyyy hh:mm"),Masterdata!K:K)
This gives me the "timestamp" which has both the incident start time and the date. I have =left and =right formulas breaking apart the date and the time. Therefore I have two columns on my Filtereddata! for the date of the incident and the time the call came in. What I would like to do is run some pivot tables and group incidents by month. I am unable to group them once I run the pivot table. I get a "Unable to group these items" (or something like this) message. I have assured multiple times that the date column is in DATE format. However, when I change the date to long date or short date I see no changes in the column so I am assuming there is something happening that I'm missing. The formula populating the date column on Filtereddata! is as such:
=LEFT(frfiltereddata[[#This Row],[Timecode]], FIND(" ", frfiltereddata[[#This Row],[Timecode]], 1))
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Dec 30, 2013
I have a quantity - thick/dia - width - length fields used as row labels, I would like each cell to have a border, after each update I get negative results to preserve the cell border formatting. Col b,c,d,e continually lose their cell border formatting after updating the data.
PIVOT TABLE FORMAT PRESERVATION DURING UPDATE 12-30-13.xlsx
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Aug 28, 2009
I'm having a devil of a time trying to preserve the formatting on a pivot table that I made in Excel 2003. As near as I can tell, I've done the appropriate things --- check the preserve formatting box, uncheck autoformat --- but my formatting is not preserved when I pivot.
Adding to the mystery is the fact that some formatting is preserved but not all. I'm guessing either I'm missing something obvious or this is just an unruly, rogue pivot table that refuses to be formatted.
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May 21, 2014
I'm using the following code to insert rows in a table of data:
Code:
For i = LR To 2 Step -1
If Range("D" & i).Value Range("D" & i - 1).Value Then Range("A" & i).EntireRow.Insert
Next i
It works as expected, but as my data table is formatted, the last row inserted does not contain the same formatting as the table.
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Jun 13, 2014
In excel 2010, I'm using the following to copy and paste values and formatting from a pivot table, but i lose the formatting (TableStyle2 = "PivotStyleLight8"):
VB:
Selection.CurrentRegion.Select
Selection.Copy
Selection.PasteSpecial Paste:=xlPasteValues, Operation:=xlNone, SkipBlanks _
:=False, Transpose:=False
I have tried to add, xlPasteFormats, but to no avail...?
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Aug 16, 2013
I am using Excel 2010. I have a pivot table where I want to highlight the ENTIRE row where a certain cell value equals something.
In essence I want all the Material Subtotal Rows highlighted "Orange" But as you can tell from the picture below I am having issues with the Body of the Pivot table. I have the formula checking to find whenever it finds the word total to highlight it.
The example below is showing how I need the row to be formatted. I can get the Data (Units) section formatted no problem. It is just the other part of the pivot table that I cannot format.
For the columns from Material to SAP # I have been trying to use Dynamic Name ranges using the Offset function. However, excel turns that Name range to a range and if I filter the pivot table, it adds extra ranges to the Applies to box and starts to really mess it up.
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Aug 16, 2006
I use pivot tables extensively in my job. I have several spreadsheets that feed from acess database tables to build pivot tables. Besides the fields imported from Acess, I also create calculated fields. The problem is, for both the calculated fields and the imported fields, the number formatting does not stick. I know how to go to field settings, then to number, and change the customized format. The problem is, once I take that field out of the pivot table and bring another one with a different format (say, bring a field with currency format and take away one field with a percentage format) and then bring the original field back to the privot table, the number format is gone.
This is really annoying since I work with dozens of fields, and it takes time to change the number settings every time I change fields on the pivot table, and the number of decimal places, etc. I stress that I know how to change the number formatting on fields, it's just that it excel does not remember it afterwards.
I thought that maybe the formulas in excel might allow one to include the formating, but I have not been able to find if this is possible, and if so, how to do it. So, for example, the following formula for a calculated field:
=IF(ISERROR(Contribution/'Block Hours'), "0", (Contribution/'Block Hours'))
would be nice if the formula itself could include the number formating. I tried including something like , 0.00% at the end, but it does not work.
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Nov 30, 2007
I have a number in A1, another number in B1, a Date in C1. In D1, I am referencing all 3 of the other cells: =CellA1 & "-" & CellB1 & "----" & CellC1. Trouble is the date is coming through as a number. Is there a way that I can get the date to show as displayed as opposed to the value of the cell?
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