excel-courses - pivot tables

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Forum home » Delegate support and help forum » Microsoft Excel Training and help » excel-courses - Pivot tables

excel-courses - Pivot tables

resolvedResolved · Low Priority · Version Standard

Dave has attended:
Excel Advanced course

Pivot tables

How do I format financial information into a pivot table ?

RE: Pivot tables

Dear Dave

Thank you for attending Excel Advanced course.

I am not sure what you mean by formatting financial data. I would request you to be more specific. If possible please provide an example so that I can suggest you what feature you would apply to get your desired result.

Just to let you know that once you have created the Pivot table you can save a lot of time using the Auto format which have predefined professional Tables and reports that you can easily apply to your Pivot Table.

To do that click anywhere inside your Pivot Table .
Click on the Auto format button on the Pivot Table Toolbar (or you can also choose Format > Auto format

RE: Pivot tables

Dear Dave

I am attaching an Excel File containing Pivot Table autoformat.

You will notice that I have formatted the first one as Report 10 and the second one as table 10 to show you the different layouts of the pivot data.

I hope you'll find this helpful!!


Kindest Regards

Rajeev Rawat
MOS Master Instructor 2000 and 2003

Attached files...

Autoformat samples PivotTable.xls


 

Excel tip:

Convert Text into Number

Some times numbers maybe imported in as text or you maybe concatenating numbers that form a text string that now are treated, because you had to extract them by Text functions

To convert Text into Number just encase the relevant cell reference or formula in the TEXT function. See Converting American Date to European hint

eg TEXT(Ref) or TEXT(formula)

View all Excel hints and tips


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