Lesson 28

Preview

Customize a Pivot Table by Preparing it for Printing; Practice Exercise 27

Practice Exercise 27 – Customize a Pivot Table by Preparing it for Printing

We’re about ready to print our pivot table but we need to remove the filtering controls. There are two (FIGURE 1):
STEP 1: The first filter control are the minus symbols (called Expand/Collaspe buttons) next to our Year and Month controls (2014 and Jan, Feb)
STEP 2: The second filter control is the downward pointing arrow next to Year, Month, Market, and Category.

Figure 1

STEP 3: First we’ll remove the minus symbols (Expand/Collapse buttons) next to the year and months.

​STEP 4: Select any pivot table cell.

STEP 5: On the shortcut menu, select Pivot Table Options (FIGURE 2).

Figure 2

STEP 6: On the Pivot Table Options dialog box, select the Display tab (FIGURE 3).

STEP 7: Uncheck the box, “Show expand/collaspe buttons”.

STEP 8: Select OK button.

Figure 3

STEP 9: ​As you can see from the graphic on the right, the Expand/Collapse buttons have been removed from previous step (FIGURE 4).

Figure 4

Now we’ll remove the second filter control (downward pointing arrows next to Month, Market, and Category).

STEP 10: Select any pivot table cell.

STEP 11: On the shortcut menu, select Pivot Table Options (FIGURE 5).

Figure 5

STEP 12:On the Pivot Table Options dialog box, select the Display tab (FIGURE 6).

STEP 13: Uncheck the box, “Display field captions and filter drop downs”.

​STEP 14: Select OK button.

Figure 6

STEP 15: As you can see from the graphic on the right (FIGURE 7), the field captions and drop-down filters have been removed from previous step.

​The removed captions were previously in cells A6, B6, C6, and E4 (Year, Month, Market, and Category respectively).

Figure 7

Our pivot table is finished and ready to print (FIGURE 8).

Figure 8

END OF LESSON

Back to: Intermediate Excel 2016 > Module 4 – Intermediate Excel 2016

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