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Pivot Table formatting wont stay

  1. #1
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    Pivot Table formatting wont stay

    I've got 2 calculated fields in my pivot table, the third last (% vs LY) and the last (& vs B). The problem is the formatting for this keeps changing. I want them to be percentages.

    You can see in the first screenshot they're Dollars.
    In the second I change them to percentages (which I've done multiple times yesterday I'm sure).
    In the third you can see I've opened up one of the subcategories (Employment) and that changed the formatting for everything again.

    I'd need to keep opening up categories but I dont want the formatting to change each time. How does one fix this?

    Thanks

    PS - why is only one pic displaying and the other 2 have to be downloaded?


    Pivot 1.PNG
    .
    Attachment 438971
    .
    Attachment 438970

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    Forum Expert NeedForExcel's Avatar
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    Re: Pivot Table formatting wont stay

    Try this

    Right Click on the Pivot > Pivot Table Options > Preserve Cell Formatting On Update..
    Cheers!
    Deep Dave

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    Re: Pivot Table formatting wont stay

    Thanks. I just tried that and it seems its already checked.

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    Re: Pivot Table formatting wont stay

    How are you changing the % format. I notice some odd behaviour.

    With PT numbers set to General if you select say the whole worksheet column or even all the cells including the first and last cell above and below the PT and change the format to %, then the format does indeed change. When you refresh the PT however then they revert to the General state.

    If you select the cells WITHIN the PT and format as % and then refresh the formatting stays. In much the same way as when you select the field in the Field List values area and set the number format to %.
    Richard Buttrey

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    Re: Pivot Table formatting wont stay

    Quote Originally Posted by Richard Buttrey View Post
    How are you changing the % format. I notice some odd behaviour.

    With PT numbers set to General if you select say the whole worksheet column or even all the cells including the first and last cell above and below the PT and change the format to %, then the format does indeed change. When you refresh the PT however then they revert to the General state.

    If you select the cells WITHIN the PT and format as % and then refresh the formatting stays. In much the same way as when you select the field in the Field List values area and set the number format to %.
    I understood all but the last paragraph. To answer your question, you got it right, I select the whole column (actually both columns, & vs LY and % vs B) and press the % icon at the top. If you could elaborate on how exactly to do this the right way that'd be great

  6. #6
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    Re: Pivot Table formatting wont stay

    As Richard Buttrey pointed out, when you select the whole column & select Format Cells (Or Ctrl+1), you get numerous formatting tabs like in the image below

    111.JPG

    However, when you click within the cells of a Pivot Table (Value Fields), and Right Click & Select Number Format (Not Ctrl+1) and then set the format, notice only "Number" tab is visible.. Once you set the desired Format, it wont change when you change the layout..

    111.JPG

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