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Jugglertwo
 
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Default Pivot Tables lose some formatting when Updated

A customer asked me this question about Pivot Tables and I
want to make sure I give him the right info.
1)When my customer updates pivot tables the formatting
always changes even though he has selected the check box
stating to keep formatting.

2) I tried this out and it seems to keep most of the
formatting like color, bolding and dollar signs but it did
not keep the bordering.

3) Is there a way to have it keep all formatting for a
report and have it maintain the integrity of the
formatting even though he updates the data?

Any help would be greatly appreciated !
Jugglertwo




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Debra Dalgleish
 
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Set the pivot table to preserve formatting:
On the pivot toolbar, choose PivotTableTable Options
Add a check mark to 'Preserve formatting', click OK
Remove the check mark from AutoFormat Table
Click OK

You may have to enable selection (From the Pivot toolbar, choose
PivotTableSelect, and click on Enable Selection)

Before formatting cells, use the selection feature to select the
cells. For example, move the pointer to the top of a column in the pivot
table (just above the column's heading cell). When the black arrow
appears (like the one that appears when the pointer is over a column
button), click to select the column in the pivot table. Then apply the
formatting.

If the above suggestions don't work, you could record a macro as you
refresh and reformat the pivot table. Then, run that when you want
to update.


Jugglertwo wrote:
A customer asked me this question about Pivot Tables and I
want to make sure I give him the right info.
1)When my customer updates pivot tables the formatting
always changes even though he has selected the check box
stating to keep formatting.

2) I tried this out and it seems to keep most of the
formatting like color, bolding and dollar signs but it did
not keep the bordering.

3) Is there a way to have it keep all formatting for a
report and have it maintain the integrity of the
formatting even though he updates the data?

Any help would be greatly appreciated !
Jugglertwo






--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html

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