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Roger Govier[_3_] Roger Govier[_3_] is offline
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Default Pivot Table - Changes

Hi

You should right click PTTable Optionsuncheck Autofit columns Check
Preserve cell Formatting

To Format the PToptions tabActionsSelectEnable selection (the border
will go orange on the icon when it is On)
Then to do the formatting, hover either to the left or above relevant fields
or groupings until you see a solid black arrow and click.
This will select all of the relevant data e.g. just clicking on one subtotal
in this manner, will select all subtotals).
Apply your formatting.

The formatting will now be preserved when you refresh the table.

It is a design feature to be able to change Field labels. It is also a
design feature that any such changes are not carried back to the source
table. For example a column heading in the source data might be Sales of
Widgets.
In the PT, if that was being summed, it would default to Sum of Sales of
Widgets. (A field title in the PT cannot be the same as in the Source data.)

You might decide you just wanted the heading in the PT to just be Sales, so
this you can do for Display purposes.
If you did want it to say Sales of Widgets then you would have to prepend or
append a space to the title, to make it diffent to the source name e.g.
"Sales of Widgets "

If you decided instead to change the name in the Source data and then
refresh, all of those renamed fields will be removed from the PT (quite
rightly) as they are "new" fields as far as the PT is concerned, and it (the
PT) has no idea of where you wish to allocate them. Once re-allocated, they
will remain in place (unless you go an rename the source again).

You can prevent users altering things on a PT with the use of VBA.

--
Regards
Roger Govier

"Neon520" wrote in message
...
Hi Roger,

I tried your suggestion of unchecking Autoformat Table option but it
doesn't
work.
The PT still change every time I go to the dropdown menu to change the
criteria I want PT to view.
Does this have anything to do with the fact that I Select All in the sheet
that contain PT and change the font type, size and cell border manually?

Thank you for clarification of question one.
According to you, the data in PT can't be altered, but could you give me
any
sort of explanation as to why I can change the text in the PT? And as you
said and as I found out the hard way, the information that I make changes
on
PT doesn't get written back to the data source. This is fine with me,
however, since I'm happened to be able to make changes on PT (I'm not sure
if
this is normal/the way it should be) Is there a way to lock the PT without
having to lock the Criteria dropdown list on the top so that I can change
the
Criteria when need to. I tried Tool Protection Protection, but this
locks down everything, even after I change the Format Cell Uncheck
Protection for the Criteria cell.

Thank you very much,
Neon520


"Roger Govier" wrote:

Hi

The answer to your second question is to right click on a cell in the
PTTable Optionsuncheck Autoformat Table.

The first part of your question I don't understand.
Unless you use VBA code, you cannot alter the data in a Pivot table - so
there is no way that there are any changes to be written back to the
source
data.

--
Regards
Roger Govier

"Neon520" wrote in message
...
Hi Everyone,

I just discover that I can use Pivot Table in Excel to help me manage
me
data easier in a table view format.
However, since I'm new with this feature in Excel, I'm having a few
questions:
1. I notice that Pivot Table doesn't allow me to delete the data
directly
in
Pivot Table, but it does allow me to make changes to the data. I thing
is
I
presume that Excel will make that changes that I made in Pivot Table to
the
original data sheet, but as I found out Excel doesn't do that. and I
can't
reverse the changes that I made in Pivot Table to the original data
sheet
information, so right now my Pivot Table doesn't show what necessarily
on
my
data sheet, which is not what I want.
Is there a way to make Excel Automatically change the information in
the
data sheet as I make changes in the Pivot Table?
If this is not possible, how can I lock Pivot Table so that I won't
make
any
changes that won't "sync" with the data sheet AND at the same time
allow
the
Refresh Data Button available when I need to refresh the Pivot Table
after
making changes in the data sheet without having to close and reopen
file?

2. I notice that the changes in formatting (font size, font type, and
cell
border) doesn't stay with Pivot Table as I change the "PAGE" criteria
of
Pivot Table. It keeps revert back to the original formatting. Is there
a
work around to this?

Sorry for the long post; I just want to make sure to make myself clear.

Thank you very much,
Neon520

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The message was checked by ESET Smart Security.

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