Microsoft Office Tutorials and References
In Depth Information
Customizing Your Pivot Table
Figure 14-19: Use the Custom Name box to change the name.
If you use the same name of the data label that you specified in your source data, you
receive an error. In this example, if you try to rename the Sum of Sales Amount field as
Sales Amount, you do get an error message. To get around this, you can add a space to
the end of any field name. Excel considers Sales Amount (followed by a space) to be
different from Sales Amount. This way, you can use the name that you want, and no one
will notice any difference.
Formatting numbers
You can format numbers in a pivot table to fit your needs (such as currency, percent, or number). For
example, you can control the numeric formatting of a field using the Value Field Settings dialog box.
Here’s how:
1. Right-click any value within the target field.
For example, if you want to change the format of the values in the Sales Amount field,
rightclick any value under that field.
2. To display the Select Value Field Settings dialog box, select Value Field Settings.
3. To display the Format Cells dialog box, click Number Format.
4. Indicate the number format you desire, just as you normally would on your worksheet.
5. Click OK.
After you set a new format for a field, the applied formatting will persist even if you refresh or
rearrange your pivot table.
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