Maintaining Formatting when Refreshing PivotTables

Written by Allen Wyatt (last updated July 20, 2024)
This tip applies to Excel 97, 2000, 2002, and 2003

PivotTables provide a great way to analyze large amounts of data and pull out the summarizations that you need. Once you have the PivotTable displaying the values you need, you can then format the table to make the data presentable—for a while. You see, when you update the data on which the PivotTable is based, and then refresh the PivotTable, all your formatting work may go away.

The way around this is to follow these steps:

  1. Make sure that your PivotTable displays the values you want.
  2. Format the PivotTable in whatever way desired.
  3. On the PivotTable toolbar, choose Table Options from the PivotTable menu. Excel displays the PivotTable Options dialog box. (See Figure 1.)

    4. Figure 1. The PivotTable Options dialog box.

  4. Make sure the Preserve Formatting check box is selected.
  5. Click OK.

Now, when you refresh the PivotTable, your previously applied formatting should remain on rows and columns previously in the PivotTable. If the refresh results in new rows being added to the PivotTable, then you will still need to format those, unless you are using an AutoFormat.

ExcelTips is your source for cost-effective Microsoft Excel training. This tip (3099) applies to Microsoft Excel 97, 2000, 2002, and 2003.

Author Bio

Allen Wyatt

With more than 50 non-fiction books and numerous magazine articles to his credit, Allen Wyatt is an internationally recognized author. He is president of Sharon Parq Associates, a computer and publishing services company. ...

MORE FROM ALLEN

Getting Rid of Extra Quote Marks in Exported Text Files

If you don't like the way that Excel exports information you intend to use with other programs, then your best bet is to ...

Discover More

Searching for Text Not Using a Certain Style

Word is very flexible in what it allows you to search for. One thing it can't do, however, is allow you to search for ...

Discover More

Quickly Customizing the Keyboard

Want a quick way to change the shortcut key associated with a tool available on a ribbon, toolbar, or menu? Here's one ...

Discover More

Create Custom Apps with VBA! Discover how to extend the capabilities of Office 365 applications with VBA programming. Written in clear terms and understandable language, the book includes systematic tutorials and contains both intermediate and advanced content for experienced VB developers. Designed to be comprehensive, the book addresses not just one Office application, but the entire Office suite. Check out Mastering VBA for Microsoft Office 365 today!

More ExcelTips (menu)

Bogging Down with Calculated Items

Create a complex PivotTable and you may find that your system slows to a crawl. The reason for this may be due to the way ...

Discover More

Error in Linked PivotTable Value

Excel allows you to link to values in other workbooks, even if those values are in PivotTables. However, Excel may ...

Discover More

Default Formatting for PivotTables

Wish there was a way to define how you want PivotTables formatted before you actually create the PivotTable? You may be ...

Discover More
Subscribe

FREE SERVICE: Get tips like this every week in ExcelTips, a free productivity newsletter. Enter your address and click "Subscribe."

View most recent newsletter.

(Your e-mail address is not shared with anyone, ever.)

Comments

If you would like to add an image to your comment (not an avatar, but an image to help in making the point of your comment), include the characters [{fig}] (all 7 characters, in the sequence shown) in your comment text. You’ll be prompted to upload your image when you submit the comment. Maximum image size is 6Mpixels. Images larger than 600px wide or 1000px tall will be reduced. Up to three images may be included in a comment. All images are subject to review. Commenting privileges may be curtailed if inappropriate images are posted.

What is 9 - 0?

There are currently no comments for this tip. (Be the first to leave your comment—just use the simple form above!)

This Site

Got a version of Excel that uses the menu interface (Excel 97, Excel 2000, Excel 2002, or Excel 2003)? This site is for you! If you use a later version of Excel, visit our ExcelTips site focusing on the ribbon interface.

Newest Tips
Subscribe

FREE SERVICE: Get tips like this every week in ExcelTips, a free productivity newsletter. Enter your address and click "Subscribe."

(Your e-mail address is not shared with anyone, ever.)

View the most recent newsletter.

Links and Sharing
OUR COMPANY
OUR PRODUCTS
OUR SITES
 

Copyright © 2026 Sharon Parq Associates, Inc.