Lesson 26

Preview

Customize a Pivot Table by Changing the Form Type – Practice Exercise 25

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

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.
Select the choice from the drop-down menu, “Show in Tabular Form” (FIGURE 2).

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.