Setting Pivot Table default Field Settings using Template or similar

MegastarMagus

New Member
Joined
Aug 3, 2021
Messages
3
Office Version
  1. 365
Platform
  1. Windows
I create a lot of what I believe are very simple Pivot Tables using a lot of different data sources. I am not experienced in the PowerExcel/PowerPivot options.

Each of my Pivot Tables is comprised of different amounts and complexities of data and have different Record/Field names.

My issue is with having to change the Field Settings from Subtotals/Automatic to Subtotals/None.

I understand that a Book Template can be created for the style of the Pivot Table (I watched video 2405!), but can the Field Setting be set in that Template?
Is there a macro that can be run to make the Field Settings change to a default value at the start of every Pivot Table?

Thanks, in advance!

Data:
Interim - Aug 3 - DSC04300-63rd 01-03 1831- GenScriber 2021-08-02.xlsx
ABCDEFGHIJKLMNOP
1Regimental NumberRankLastnameFirstnamePeriod-from-yearPeriod-from-monthPeriod-from-dayPeriod-to-yearPeriod-to-monthPeriod-to-day2s7d per diem2s1d per diem1s11d per diem1s5d per diemDays on board ShipReason - 1st Muster
2143SergeantMackeyEdward183141183163090
3143SergeantMackeyEdward183141183163090
4143SergeantMackeyEdward183141183163090
5143SergeantMackeyEdward183141183163090
6143SergeantMackeyEdward183171183193092On Guard
7143SergeantMackeyEdward18311011831123192On Guard
8143SergeantMackeyEdward18311011831123192On Guard
9143SergeantMackeyEdward183211183233191On Guard
10143SergeantMackeyEdward183241183263091Eagle Hawk Neck
11143SergeantMackeyEdward183271183293092
12143SergeantMackeyEdward18321011832123192On Guard
13143SergeantMackeyEdward183311183333190On Guard
14143SergeantMackeyEdward183341183363091
15143SergeantMackeyEdward183371183393092
16143SergeantMackeyEdward18331011833123183
17143SergeantMackeyEdward1834111834331on Board ISABELLA
DSC04300-63rd 01-03 1831- GenSc





Table created
Period-from-yearLastnameFirstnameRank
1831MackeyEdwardSergeant
1832MackeyEdwardSergeant
1833MackeyEdwardSergeant
1834MackeyEdwardSergeant
1838MackeyEdwardPrivate
1839MackeyEdwardPrivate
1840MackeyEdwardPrivate
Grand Total
 

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File - Options, Data section, click the Edit Default Layout button, and you can set a lot of defaults there. There's also a button on the pivot tables design tab to remove all subtotals.
 
Upvote 0
Yes, I've seen that, but that does not answer my problem.

When I select the components to fill my Pivot Table, I can select up to 10 components and maybe more. In order to turn off the subtotalling for the component, I have to click through each component, Select the field heading (either row or column label), open the Field Settings, set the calculation to None, from Automatic. Doing this every time I create a Pivot Table, which I do maybe 15 times a day, means that I have to go through that process for each Pivot table component on each Pivot table I create.

If there is a way to set the Field Setting for Calculation to None that would save me so much time and effort, and reduce the click-stress on my mouse-arm!
 
Upvote 0
You can turn off subtotals in the default layout options, so I'm not sure what else you want. Also, the button on the toolbar removes subtotals for all fields in the pivot table, so is a lot quicker than what you are describing.
 
Upvote 0
Solution
Well, that might be my problem - I can not read (or understand) where to turn off subtotals!!!!!

FOUND IT - thank you, RoryA - it works!
 
Upvote 0

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