Currency format Pivot fields with one click [Friday VBA]

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Anyone who has made a pivot table and their grandma knows that formatting them is a pain. Let’s recap the steps to apply one of the most common formats – currency format.

  1. Right click on any value field
  2. Go to Value field settings
  3. Click on “Number Format” button
  4. Choose Currency format
  5. Close the boxes, one after another

Unless you get paid per click, you wont be happy with all those clicks.

Wouldn’t it be cool to just click once and apply most common format to your pivot fields?

One Click pivot table currency format macro - demo

Of course you can. Just add oneClickCurrency macro to your personal macros workbook. And then add this to your Home ribbon as a custom button and you have a one click format option for any pivot.

one-click-currency-format-pivot-macro-v2

oneClickCurrency Macro

So are you ready for the code? Its so tiny, you could type it faster than manually formatting the pivot fields yourself 😉



Sub oneClickCurrency()
    On Error GoTo GameOver
    Dim pName As String, pfName As String
    
    pName = ActiveCell.PivotTable.Name
    pfName = ActiveCell.PivotField.Name
    
    With ActiveSheet.PivotTables(pName).PivotFields(pfName)
        .NumberFormat = "$#,##0.00"
    End With
GameOver:
End Sub

When copy pasting this code to your personal macros workbook, change the $#,##0.00 format code to any other formatting you want to use. Here are a few more common ones.

  • Accounting format (negative values in brackets, no zeros):  _($* #,##0.00_);_($* (#,##0.00);_($* “”-“”??_);_(@_)
  • Negative amounts in red color: $#,##0.00;[Red]$#,##0.00
  • Amounts with no decimals: $#,##0

So there you go. I just save you from a massive tax. Click tax that is.

George Costanzaesque macros for you

Short & fun, that is how I like my macros. Here are a few you should add to your personal macros workbook to save time & get more out of Excel.

How do you format your pivots?

For most of my work, I rely on Power Pivot, which allows you to set up format options when defining a measure. But whenever I use pivots, I end up paying click tax for the formatting. Hence the macro.

What about you? How do you format your pivots? You can customize the above macro to include additional steps that you often do (changing layouts etc.) Please share your techniques & thoughts in the comments section.

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17 Responses to “Custom Number Formats – Colors”

  1. Duncan says:

    You are right, Chandoo. I was playing with the colour numbers last week and some of them don't appear different from each other. Others are totally different from yours.

  2. Hui... says:

    @Duncan
    Each version of Excel, post 2003, renders colors slightly differently
    Different language versions may also have different default color palettes

  3. polo says:

    Hello in french
    excel 2010
    colo1 = couleur1 = black
    [couleur1]; [couleur2]; etc..

  4. Andras Ujszaszy says:

    @Hui, thank you very much again for this great post.
    However - under Excel 2007, Hungarian version your solution does not work with color names. I've tried both English and Hungarian names, but drops an error message "not valid formats"

    Do you have any idea how to solve this issue?
    thanks in advance

    • Hui... says:

      @Andras

      Without a Hungarian version of Excel 2003 I don't think I can assist

    • Sarah says:

      Have you tried using the colour numbers? I couldn't get the names to work (despite using an english version of excel). but it did work with the numbers though. I left out the "u" and was easily able to produce burgundy using [color9]

    • Florinel says:

      Here a possible solution: find an English version of Excel, write there the formats using English names, then open the file in the Hungarian version and see the translation.

  5. Nigel says:

    In Excel 2007 I can't get the colour names to work e.g Sea Green but the numbers do e.g color3 - colour3 does not work so I must bow to the country that has stolen my language (ha ha!)

  6. Hey chandoo, nice Tip!
    Wouldn't be easier just apply some conditional formatting for negative numbers and another for positive numbers? Or there's some cases that you can't do that?

  7. Unfortunately the TEXT function doesn't color the cell as number formatting does.

  8. Khalid NGO says:

    Hi Hui,
    Great post Sir, love the new way of formatting with color numbers.
    I am using 2007, and it leads me to the last color number 56.

    Thanks Hui.

  9. […] explains how to set up custom number formats with a wide array of […]

  10. Colin says:

    Thanks Hui - works a treat!

  11. John Smith says:

    Thank you, very helpful.
    Trying to figure out if it is possible to apply color only to a part of the cell?

    E.g. I have a value formatted as Accounting with a currency symbol.
    Those I find somewhat distracting though necessary. If I could make them less obtrusive by coloring them gray while the number would stay black, that would be great. Tried tinkering with the format string, but didn't get the desired result. Single color for complete cell value works, but coloring just part of it could not be achieved. Maybe somebody managed that?

  12. Shaun says:

    Exactly what I was looking for - thank you!

  13. colour in the Australian doesn't work - we have to go American and no problem.
    I always thought is was 56 colours notice you have 57. Cool.

    thanks
    Analir Pisani
    Customised Microsoft Office Training Specialist
    Sydney - Australia
    http://www.azsolutions.com.au

  14. Me Myself says:

    Thank You!

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