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

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excel-courses - Pivot tables

Resolved · Low Priority · Version Standard

Reply Wed 16 Jan 2008, 09:40Delegate Dave said...

Dave has attended:
Excel Advanced course

Pivot tables

How do I format financial information into a pivot table ?

For upcoming training course dates see: Pricing & availability

Reply Thu 31 Jan 2008, 14:44Trainer Rajeev said...

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

Reply Thu 31 Jan 2008, 16:20Trainer Rajeev said...

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

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c. Choose the Customize Ribbon section
d. Click the New Tab button (below the list of tabs on the right hand side of the dialog box)
e. Select the New Tab (Custom) and enter a name, by clicking the Rename button (below the list of tabs on the right hand side of the dialog box)
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g. Add commands to your tab and group by locating them on the list on the right hand side (remembering that you can change the list using the drop down box at the top of the list of commands) and clicking the Add button between the two panes to add them to your tab and group
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