“Is there a way to have predetermined value formatting in the Pivot Table so we do not have to always format the values each time we create a Pivot Table?”
Well YES there is…sort of!
When you create a new Pivot Table it will always format the cells without any commas or decimal points, which is very hard to read, especially if you have positive and negative numbers that go into the millions.
Here I show you how to overcome Pivot Table Issues:
EXCEL FIX:
STEP 1: Click inside your Pivot Table and go to PivotTAble Tools > Analyze/Options > Select > Entire Pivot Table
STEP 2: Go back into PivotTable Tools > Analyze/Options > Select and this time choose the Values option
STEP 3: Press CTRL+1 which will bring up the Format Cells dialogue box
STEP 4: Choose the Number category and select the format that you want , then press OK :
Your Pivot Table is now formatted!
You can now drop in more Values fields (like TRANSACTIONS numbers) in the Values area and it will also keep the same formatting:
You can also copy and paste this Pivot Table and rearrange it and the formatting will still be kept!