📗 Download Practice Examples: »» https://cutt.ly/up4v2105M01FD
🎯 Your Pivot Tables can look good enough for any professional dashboard report in 10 simple steps. They'll never know your stylish easy to use report is really a Pivot Table!
🕑 Video Timings:
00:00 Free Template Download
01:10 Number Format in Thousands
03:06 Remove *Sum of* Header Text
04:14 Fast Format Styles
04:57 Custom Style Templates
07:43 Check your Settings
09:23 Spot Formats - Filter Impacts
10:53 Spot Formats - Get an Arrow
11:38 Spot Formats - Selecting Intersects
12:15 Spot Formats - Remove Certain Areas
12:56 Spot Formats - Switching Views Tip
13:50 Spot Formats - Order is Important
15:01 Heat Map - Avoiding Totals
16:21 Seperate Heat Map for Subtotals
18:38 Tip - Reverse Heat Map Direction
20:00 Matching a Slicer to Your Style
22:06 Keeping Columns in Line
22:51 Finishing Touches
In this Microsoft Excel tutorial, I walk you through 10 essential pivot table formatting techniques that will transform your basic, default pivot table into a polished, professional-looking report. By the end of the video, you'll have learned how to apply these techniques to present your data in a way that is both visually appealing and easy to understand. Whether you're working on sales reports, financial summaries, or any other data analysis, these formatting tips will make your pivot tables stand out.
Topics covered in this video include:
📊 Number Formatting: I show you how to adjust number formats in your pivot table to make large numbers more readable, for example, by displaying them in thousands or customizing them with decimal places. This will help you present your data more clearly and ensure consistency across all fields.
🔤 Field Names and Cleanup: I'll guide you through the process of removing unnecessary text like "Sum of" from your field names, ensuring your pivot table looks cleaner and more professional. This small change can significantly improve the readability of your report.
🎨 Pivot Table Styles: Learn how to select and customize pivot table styles to enhance your report's visual appeal. I cover how to modify the design, create custom styles, and save them as defaults for consistent formatting across your workbook.
⚙️ Pivot Table Settings: It's important to preserve your formatting when refreshing the pivot table. I’ll walk you through the settings needed to ensure your custom formatting stays intact, even after making updates or adjustments to your data.
🎯 Highlighting Specific Data: I'll demonstrate techniques for highlighting specific data points in your pivot table, such as profit or sales numbers, and how to apply formatting that will "stick" even after refreshing. This is particularly useful for emphasizing key figures or trends.
📊 Conditional Formatting: In this section, I explain how to apply heatmaps to your pivot table, making it easier to spot patterns and trends in your data. You'll learn how to use color scales to highlight important values, such as negative profit or top-performing sales.
🧩 Using Slicers: I show you how to add slicers to your pivot table, making it easier to filter and analyze your data by different categories (e.g., regions or time periods). I also teach you how to format slicers to match the style of your pivot table, ensuring a seamless look.
🔄 Preventing Column Resizing: When using slicers, Excel may automatically resize columns. I’ll show you how to prevent this from happening by adjusting settings so that your pivot table stays neat and aligned, no matter what filters you apply.
📑 Tidy Up Your Spreadsheet: The final tip covers some basic adjustments to make your workbook look even more professional. From inserting rows and columns to hiding gridlines, you'll learn how to clean up the layout of your pivot table report for a polished finish.
By the end of this tutorial, you'll be able to format your pivot tables efficiently and effectively, saving you time and effort while producing high-quality reports. You'll be able to apply these techniques immediately to your own work, whether you're presenting data to a team, creating financial reports, or analyzing trends.
This video is perfect for anyone looking to improve their Excel skills, especially those who regularly work with pivot tables. If you're tired of dealing with messy, unformatted pivot tables, this tutorial will help you take control and make your reports look professional and organized. For more advanced techniques and tips on pivot tables, don't forget to check out my playlist!
For hands-on practice, download the example spreadsheet from the video description and follow along with the steps.