Pivot Tables lose some formatting when Updated

J

Jugglertwo

A customer asked me this question about Pivot Tables and I
want to make sure I give him the right info.
1)When my customer updates pivot tables the formatting
always changes even though he has selected the check box
stating to keep formatting.

2) I tried this out and it seems to keep most of the
formatting like color, bolding and dollar signs but it did
not keep the bordering.

3) Is there a way to have it keep all formatting for a
report and have it maintain the integrity of the
formatting even though he updates the data?

Any help would be greatly appreciated !
Jugglertwo
 
D

Debra Dalgleish

Set the pivot table to preserve formatting:
On the pivot toolbar, choose PivotTable>Table Options
Add a check mark to 'Preserve formatting', click OK
Remove the check mark from AutoFormat Table
Click OK

You may have to enable selection (From the Pivot toolbar, choose
PivotTable>Select, and click on Enable Selection)

Before formatting cells, use the selection feature to select the
cells. For example, move the pointer to the top of a column in the pivot
table (just above the column's heading cell). When the black arrow
appears (like the one that appears when the pointer is over a column
button), click to select the column in the pivot table. Then apply the
formatting.

If the above suggestions don't work, you could record a macro as you
refresh and reformat the pivot table. Then, run that when you want
to update.
 
Top