Greeting Excel heads.

Pivot Table Formatting
I must enable Pivot Table default field selection formatting.

I am creating a new document where the administrator can easier manage and visualize data.

The purpose of this task is to reduce manual administration of the sheet from 1-2 hours to a few minutes. I am teaching the spreadsheet administrator how to use the interface on my worksheet so she doesn't have to spend hours doing manual entry work so she can focus more on book-keeping and accounting and less on "data entry", (Mostly Data Slicing and Pivot Table).

The original source data was 20+Tabs and I condensed 20+ tabs of data into three tabs.

Tab 1-Custom Dashboard / Pivot Table
Tab 2-Charts (Pivot Chart)
Tab 3-Data

I have data macros in place and everything (Data) works as intended.

Pivot Table Formatting Problem

I want the client to be able to select from the PivotTable specific metrics of his choosing to auto update the Pivot table, then be able to print the results and/or convert to PDF.

Unfortunately, whenever I apply formatting such as %, SUM, AVERAGE, or $ it reverts to a default setting when its unchecked and checked off again.

I simply must lock format settings on the pivot table fields when CHECKING and UNCHECKING a from the pivot table field report, not reformat it each time. (There are dozens or parameters that need to be pivot formatted with checking and unchecking) Secondly, I must format the name of each check/uncheck to remove "Sum of" or "Average of" and simply display what I want it to say. Please refer to my screenshot below.

Call and Sales Dashboard IMG.jpg


P.S. Hello everybody, I am new to the board, thanks for being awesome.