Pivot Tables - retain calculated field formats

[laurelj]

I am trying to learn how to retain calculated field settings in a Pivot Table. I have a pivot table with a huge amount of data and have inserted calculated fields to show the % yearly change, % monthly change etc. I have formatted these as a '% of difference from year previous' etc through the value field settings option, however when I 'Pivot' the table I lose this formatting and the figures are just displayed as the yearly/monthly total. I have checked the 'preserve formatting' box and trawled through forums but can't find a solution. Can anyone help please?

 

[SydneyGeek]

I'm guessing that you selected the columns as you would when formatting anything else in Excel. For pivot tables you actually need to format the field. Pick a value field, go to the field settings (you may have to right-click the field in the pivot table grid), and set the number format in the dialog that pops up.

Denis

 

[laurelj]

Thanks Denis - unfortunately this is the way that I formatted the tables and still the settings are not retained.