Practice Exercise 26 – Customize a Pivot Table by Changing the Value Field Settings and Format the Numbers to Currency
STEP 3: In the Custom Name window, enter “SalesQty” (FIGURE 4).
Since there is already a field name with this name, Excel will not allow this name, so after entering “SalesQty” add a space. STEP 4: Select the OK button. |
FIGURE 4
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STEP 7: In the Value Field Settings dialog box, in the Custom Name window, enter “Sales” (FIGURE 7). Since there is already a field name with this name, Excel will not allow this name, so after entering “Sales” add a space.
STEP 8: Select the OK button. Field header, “Sum of Sales” has been replaced with “Sales”. Notice that the “Total Sum of Sales” header has been changed to “Total Sales” (shown below in FIGURE 8). It is better to format using Value Field Settings interface when formatting data. If you move the data, the formatting will stay intact. If you do not go through the Value Field Settings interface to format data, the formatting can change. |
FIGURE 7
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“Sum of SalesQty” header has been changed to “SalesQty”; “Sum of Sales” header has been changed to “Sales” (FIGURE 8). Readability issue #2 has been addressed.
FIGURE 8
Readability issue #3 has been addressed; Sales Numbers formatting has been changed to Currency (FIGURE 13).
FIGURE 13
This is the end of this section. To continue, go to Module 4 Section 4.5 Customize a Pivot Table by preparing it for printing; Practice Exercise 27