Please Note: This article is written for users of the following Microsoft Excel versions: 97, 2000, 2002, and 2003. If you are using a later version (Excel 2007 or later), this tip may not work for you. For a version of this tip written specifically for later versions of Excel, click here: Default Formatting for PivotTables.

Default Formatting for PivotTables

Written by Allen Wyatt (last updated May 18, 2019)
This tip applies to Excel 97, 2000, 2002, and 2003


James is frustrated when it comes to formatting PivotTables. He would like all PivotTables to start in the classic format with no subtotals and repeated row items with all values in accounting format with no currency sign and no characters after the decimal. Being able to set a default such as this would save James a huge amount of time. He wonders about the easiest way to set default formatting for PivotTables so that he can avoid going through the repetitive process of formatting each new PivotTable.

Unfortunately, there is no way to create a default format for your PivotTables that we've been able to discover. One thing you might try is to develop a macro that does the formatting for you—start by recording the process of formatting your PivotTable, and then adjust the macro so that it is more global and can apply to almost any PivotTable you create. (This process can be a bit intimidating, but it can be done.)

Another idea is to create a workbook with the PivotTable formatted as desired and then save that workbook as read-only. Then, when you need to do some work using that format of PivotTable, you can open the workbook, save it under a different name, and modify the data used to make up the PivotTable, as desired.

ExcelTips is your source for cost-effective Microsoft Excel training. This tip (11262) applies to Microsoft Excel 97, 2000, 2002, and 2003. You can find a version of this tip for the ribbon interface of Excel (Excel 2007 and later) here: Default Formatting for PivotTables.

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

Precise Ruler Adjustments

When adjusting the position of things on the ruler (like tab stops), you can use the Alt key to get very precise in your ...

Discover More

Watching Cell Values

Want to know what is happening in certain cells in your worksheet? Using the Watch Window is a great way to keep an eye ...

Discover More

Backing Up Your AutoCorrect Entries

Develop a lot of AutoCorrect entries and you may start to wonder how you can back them up. You can easily protect all the ...

Discover More

Dive Deep into Macros! Make Excel do things you thought were impossible, discover techniques you won't find anywhere else, and create powerful automated reports. Bill Jelen and Tracy Syrstad help you instantly visualize information to make it actionable. You’ll find step-by-step instructions, real-world case studies, and 50 workbooks packed with examples and solutions. Check out Microsoft Excel 2019 VBA and Macros today!

More ExcelTips (menu)

Formatting a PivotTable

You can format PivotTables using either manual formatting or automatic formatting. You need to be careful, however, as ...

Discover More

Updating Multiple PivotTables at Once

PivotTables are a great way to process huge amounts of data and make sense of that data. If you have a number of ...

Discover More

Conditional Formatting in PivotTables

Conditional formatting is very powerful, and you can use it to dynamically adjust how your data looks. Excel allows you ...

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.

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 six more than 7?

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.