With regards to office software, many operators and business owners would be lost without the spreadsheet.

Spreadsheets serve numerous uses and can help most managers track data and information. The most popular spreadsheet program is Excel which has many powerful features like the pivot table; a great way to quickly review data. From time-to-time the pivot table won’t be quite what you would like, luckily there are steps you can take.

Here’s four ways you can change Excel 2013 for Workplace 365’s pivot tables to meet your needs.

Generate your tables look great

The moment you first create a new pivot table you may notice that the numbers aren’t formatted properly, or the table don’t pull the format from the bottom spreadsheet. They may have way too many decimal places, or are lacking foreign currency figures. You can make edit this by:

  1. Choosing one of the numbers in the Value field.
  2. Clicking on the Analyze tab from the tabs over a table.
  3. Pressing on Discipline Settings in the Working Field group.

This will open the Field Configurations panel and allow you to edit the entire Worth field, which means that if you change amounts, location, etc, the format will stick. Pressing Amount Format will bring up the Format Cell windowpane where you can apply numbers, currencies, decimal places, etc. Pressing Ok will apply the formatting you have selected to the full field.

You can also apply pallettes or styles by pressing the Style tab and selecting the theme that looks good to you. This will not usually change the layout, only the color and style.

Change the name of the desk and fields

If you are going to be sending the table to clients or colleagues, you may want to change the name of the table and fields to something more user-friendly. You can change the labels by:Clicking on the cell/name you would like to change.

  1. Pressing on the Analyze tab.
  2. Acquiring a look at the Active Field part of the Analyze tab and double clicking on the cell’s name. You can also click on the box beside Pivot Stand Name if you wish to change the table’s name.
  3. Going into a new name.
  4. Put gridlines for easier looking at

If you need to separate the information in the cell, the simplest action to take is to add gridlines. This could be done by:

  1. Clicking on on a cell in the table
  2. Selecting the Design tab and choosing any style aside from the first one.
  3. Currently taking a look at the PivotTable Style Gallery and ticking the box that says Banded Rows.
  4. Transform blanks to 0s

There could be an issue where the data that’s used to create the table leave blank spaces when they should be 0s. This kind of isn’t a major deal, but it would be a smart idea to ensure that, for uniformity, blank cells are showed as a 0, particularly if other related cells are numbers. You can pressure Excel to fill write off cells with a zero by:

  1. Right clicking on the table.
  2. Selecting Alternatives followed by Layout & Format in the pop-up window.
  3. Entering 0 close the box that says For empty cells show
  4. Pressing Ok.
    Excel and the pivot table bring some excellent functionality to the spreadsheet, and having a properly formatted revolves table could go a long way in making sure the info shown is better to read. If you would like to learn more about how precisely Excel or any of the other Workplace 365 programs can help, please contact us today.
Published with permission from TechAdvisory.org.

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