The Surprising Way to Default Pivot Table Formatting

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  • Опубліковано 24 лют 2020
  • 📗 Learn PivotTables (Download): »» cutt.ly/up4excel021-3
    You will learn a work around to get default number formats in pivot tables....whatever number of decimal places you want.
    👨‍🏫 On-Screen Tutor Version: »» • The Surprising Way to ...
    It is not possible to set a pivot table number format default in Excel but you can make Excel round to nearest 1000, whole number, or any other number in your data to give the effect of a pivot table default number format. In this video you will learn how to use ROUND formula in Excel, with an example of a pivot table, as a surprising way to default PivotTable formatting. I will go through how to use the ROUND formula and talk through how to round off to the nearest 100 and round to the nearest 1000 by formula in Excel.
    If you've ever had to mess around with the number format on a pivot table to get rid of random numbers of decimal places then you'll know what a pain that can be. You probably wished there's some kind of default setting that would just do all this for you. Unfortunately there isn't….but there is a workaround, and that is what I'm going to show you how to do in this video today.
    In this video you will learn how to use round formula in Excel with examples, including how to round off to the nearest 100 and how to make Excel round to the nearest 1000. For example, Excel can round off to the nearest 1000 with the formula =ROUND(A1,-3) where your value is in A1. -3 means round 3 places to the left (+3 would be to the right) of the decimal place.
    ROUND Function
    Syntax: =ROUND(number, num_digits)
    Examples
    =ROUND(12.15, 1) = 12.2
    =ROUND(12.15, 0) = 12
    =ROUND(12.15, -1) = 10
    In this tutorial, I delve into a common frustration many Excel users encounter: dealing with decimal places in pivot tables. I demonstrate a practical workaround to streamline the process and ensure accurate results. By following these steps, you can save time and avoid the hassle of manually adjusting decimal places in pivot table reports.
    Topics covered include:
    1. Decimal Place Formatting Woes: Understand the challenges of dealing with decimal places in pivot table data and the need for a streamlined solution.
    2. Default Formatting Limitations: Explore the limitations of Excel's default formatting settings and the inconvenience of manual adjustments.
    3. Introducing the Round Formula: Learn how to use the ROUND formula to automatically round numbers to the desired decimal places.
    4. Implementing the Round Formula: Step-by-step instructions on applying the ROUND formula to your data to achieve consistent formatting.
    5. Applying Formatting to Pivot Tables: Discover how to ensure that pivot tables reflect the rounded numbers accurately for cohesive reports.
    6. Fine-Tuning Decimal Places: Explore options for adjusting decimal places to strike the right balance between precision and readability.
    7. Ensuring Data Accuracy: Understand the importance of accurate data representation in pivot tables to avoid discrepancies in reports.
    By implementing these strategies, you can effectively manage decimal places in pivot tables, streamline your data analysis process, and ensure accurate reporting. Whether you're a beginner or an experienced Excel user, mastering this technique will significantly enhance your efficiency and productivity.
    In conclusion, mastering the art of managing decimal places in Excel pivot tables is a game-changer for efficiency and accuracy in data analysis. By implementing the techniques demonstrated in this tutorial, you can bid farewell to the tedious manual adjustments and embrace a streamlined approach that yields consistent and precise results.
    Remember, the ROUND formula offers a flexible solution that caters to your specific formatting needs, whether it's rounding to whole numbers or fine-tuning decimal places for readability. By incorporating these strategies into your Excel workflow, you'll not only save time but also ensure that your pivot table reports reflect accurate insights.
    Stay tuned for more actionable Excel tutorials and tips to enhance your productivity and proficiency. Hit that subscribe button to join me on this journey of mastering Excel and maximizing your efficiency in data analysis.
    Thank you for watching, and until next time, keep excelling!

КОМЕНТАРІ • 6

  • @Up4Excel
    @Up4Excel  3 роки тому +1

    👉 Up4Excel Downloads Library: »» ml.up4excel.com/library
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  • @Up4Excel
    @Up4Excel  4 роки тому +1

    📗 Learn PivotTables (Download): »» cutt.ly/up4excel021-3
    💥 You will learn a work around to get default number formats in pivot tables....whatever number of decimal places you want.

  • @wayneedmondson1065
    @wayneedmondson1065 4 роки тому +1

    Hi.. nice trick.. quick an easy. Thanks for the tip. Thumbs up!

    • @Up4Excel
      @Up4Excel  4 роки тому +1

      Cheers for the comment.

  • @rickkeev4919
    @rickkeev4919 4 роки тому +1

    I just select the data and go to the ribbon and simply reduce or increase the decimal places

    • @Up4Excel
      @Up4Excel  4 роки тому

      Yes, certainly a faster way to get rid of the decimals and will be better for most so thanks for the comment. The only reasons to use the way I show is to guarantee the total matches the sum of the individual items or you are going to be producing multiple pivot tables from the same data.