Indentations for Pivot table Rows fields

[Ludwig]

I have 4 rows in my pivot table.

The primary one is Date, which Excel kindly provided 3 more - Years, Qtrs, and Months. I don't require Qtrs so I removed that from the "Rows" list. I added my own 4th field "Memo", leaving me as follows -

This has resulted in the following result (I collapsed the previous years manually before taking the screenshot) -

My problem is I want these 4 fields to indent in the pivot table. i.e. Month is in a few characters relative to Year, Date in further than Month, and lastly Memo indented a little further.

Is this possible?

 

[Alex Blakenburg]

You seem to be in Compact Layout mode and indentation you want is actually the default for that layout.
Under Design > Report Layout > Show in Compact Form

It looks like perhaps the column has been highlighted and a different setting (possibly general) has been applied to the whole column.
Since this will apply to all levels in the pivot I think it woul be faster to recreate the pivot.

If you did want to do it manually level by level try this:
• Hover over the top border of Jan until you get a thick black downward pointing arrow
• Then Click - this should select all the cells at that level ie all the months
• Hit Ctrl+1 to call up the format box
• Set horizontal to Left (Indent)
• in the Indent box to the right put in a 1.
You would need to do this to your memo field as well but it would indent by 2

 

[Ludwig]

Thanks for the helpful advice.

Strange it happened, as I was in the middle of creating it by dragging columns into the relevant places. Didn't 'change' anything in the "Format Cells" area, so not sure what happened to cause the settings to get changed.

I think I'll just recreate it.

 

[Alex Blakenburg]

I don't require Qtrs

If you don't want quarters, the best way of getting rid of them is to click on any date (Year or Month) in the Pivot Table. Right Click > Group.
Then in the grouping dialogue box deselect the Quarters.

 

[Ludwig]

If you don't want quarters, the best way of getting rid of them is to click on any date (Year or Month) in the Pivot Table. Right Click > Group.
Then in the grouping dialogue box deselect the Quarters.

I did it by un-ticking "Quarters (Date)" from the PivotTable Fields shown when "Field List" is clicked.

 

[Alex Blakenburg]

That just takes it out of the Pivot, if you don't need it at all the Grouping method takes it out of the field list.