How to Format a PivotTable Report in Excel

In this article, we will learn How to Format a PivotTable Report in Excel.

Scenario:

In excel, everyone uses a pivot table to summarize, analyze and visualize data in grouped format. But few want to change the pivot table color, size, font. Rest all of us use the default pivot table style. So if you are frustrated using the same default style every time then you have arrived at the right place after wandering for a long time. Let's learn where to find the pivot table styles and how to use it explained here illustrating an example.

Pivot table formatting in Excel

First we need to make a pivot table in excel

Select data > insert a new pivot table.

Change Pivot table layout

Select any value in pivot table > Go to Design > Report Layout > then select from the options shown below.

Show in Compact Form
Show in Outline Form
Show in Tabular Form

Change Pivot table layout

Select any value in pivot table > Go to Design > Select any style from the pivot table styles

Example :

All of these might be confusing to understand. Let's understand how to use the function using an example. Here we have data. First we need to insert a new pivot table for the format.

To insert Pivot table. Select the data > Insert > Pivot table > Click Ok to get new pivot table in new sheet as shown below.

You can view the pivot table in the new sheet. It will be something like shown below.

Now to change its default view. Select any pivot table cell and as you can see, as soon as you select any cell from the pivot table. Two new tabs displayed above. Go to Design tab > Report Layout. The same can be viewed from below snapshot

Excel shows you four options. Select any to apply the required layout. Now to change its Format view. Select any pivot table cell and as you can see, as soon as you select any cell from the pivot table. Two new tabs displayed above. Go to the Design tab > Pivottable Styles. The same can be viewed from the below snapshot.

There are so many recommended styles but you can create your own using the New pivot table style. Select the type of style and say no to default pivot style in excel.

Here are all the observational notes using the formula in Excel
Notes :

Create new pivot table columns using pivot table fields option under the analyze tab of pivot table ribbon in excel.
Sort the data after filtering which makes it easier to read.
You can create a pivot table on the same sheet as data or in a different sheet of the same workbook.
Use the recommended pivot table for quick and advanced summarization.

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Excel Pivot Tables : Pivot tables are one of the most powerful tools and one who knows all the features of pivot tables can increase his productivity exponentially. In this article we will learn all about pivot tables in detail.

Conditional Formatting for Pivot Table : Conditional formatting in pivot tables is the same as the conditional formatting on normal data. But you need to be careful while conditional formatting pivot tables as the data changes dynamically.

How to get subtotal grouped by date using the GETPIVOTDATA function in Excel : This is a special function that is specially used to work with data from pivot tables. It is used to retrieve values from pivot tables using the table columns and rows headers.

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