Practice Exercise 25 – Customize a Pivot Table by Changing the Form Type
We can change 3 things on our pivot table to make it look more presentable:
- Change the pivot table layout from Compact Form to Tabular Form to enhance the readability (addressed in Practice Ex. 17)
- Column headers from fields that are in the Values quadrant will need to be renamed. (addressed in Practice Ex. 18)
- The formatting of the Sales and Profit fields need to be changed to Currency formatting, so the numbers have dollar symbols. (addressed in Practice Ex. 18)
STEP 1: From the PivotTable contextual tab, select the Design tab (FIGURE 1).
FIGURE 1
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At the beginning of this module section we read that there 3 things to improve the readability of our pivot table. We will now address #1 – Change the pivot table layout from Compact Form to Tabular Form to enhance the readability.
STEP 2: In the Layout section of the Ribbon, select the Report Layout icon. |
 FIGURE 2
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STEP 3: Our pivot table is now in Tabular Form (FIGURE 3). Notice how the data is more spread out as a result of being in the Tabular form. Step 1 of 3 accomplished.
FIGURE 3
The 3 Viewing Formats of Pivot Tables
Tabular Form (FIGURE 4)
- Separate column per field
- Subtotals are at the bottom
- Most popular form of the 3
FIGURE 4
Outline Form (FIGURE 5)
- Separate column per field
- Subtotals are at the top
FIGURE 5
Compact Form (FIGURE 6)
- Fields are in the first column
- Subtotals are at the top
- Excel’s default format
FIGURE 6
This is the end of this section. To continue, go to Module 4 Section 4.4 Customize a Pivot Table by Changing the Value Field Settings and Change Number Formatting to Currency; Practice Exercise 26