Microsoft Office Tutorials and References
In Depth Information
Customizing Your Pivot Table
Customizing Your Pivot Table
The pivot tables you create often need to be tweaked in order to get the look and feel that you’re
looking for. In this section, we cover some of the ways that you can customize your pivot tables to
suit your dashboard’s needs.
Changing the pivot table layout
Excel 2013 gives you a choice in the layout of your data in a pivot table. The three layouts, shown
side by side in Figure 14-16, are the Compact Form, Outline Form, and Tabular Form. Although no
layout stands out as being better than the others, most people prefer using the Tabular Form layout
because it seems easiest to read, and it’s the layout that most people who have seen pivot tables in
the past are used to.
Figure 14-16: The three layouts for a pivot table report.
The layout you choose not only affects the look and feel of your reporting mechanisms but also
it may affect the way you build and interact with any dashboard models based on your pivot
tables.
Changing the layout of a pivot table is easy. Follow these steps:
1. Click anywhere inside your pivot table to activate the PivotTable Tools context tab in the
Ribbon.
2. Select the Design tab on the Ribbon.
3. Click the Report Layout icon and choose the layout you like (see Figure 14-17).
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