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.
- Right click on any value field
- Go to Value field settings
- Click on “Number Format” button
- Choose Currency format
- 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?
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.
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.
- Filter a table by selected criteria
- Add a popup calendar to any cell
- Highlight selected cell’s row & column
- Split text to multiple cells
- More VBA Examples
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.
11 Responses
Ciao Hui,
Collecting Excel tricks under the title “Notable Excel Websites (Non-MVP) Edition” is a brilliant idea…
Thank you in the name of all The FrankensTeam.
On our site there is a box with a picture and text highlighting:
This is a no-MVP site
we think ourselves “bad boys” a bit 🙂
For those who would like to know why our site is a no-MVP site, enough to click on the link:
http://goo.gl/lxDszY
Thank you again!
Thanks a lot
I really enjoyed this (newsletter). I must admit that I rarely read an Excel newsletter (and I subscribe to quite a few) all the way though, but this grabbed my attention and before I realized it, I was engrossed in it. I must also admit that most of this I don’t understand, yet. But, it excites me when I do learn something new in Excel. I can’t wait to see how much of this I can implement into my (constantly-evolving) ‘House Budget’ & ‘Family Medical’ worksheets that I have developed over the past few years! I sure hope to see more of these type of newsletters in the future! Thanks!
Thanks for doing this Hui! I appreciate being included.
I like Tom’s tip a lot. I posted about a tool I wrote to automate this at http://yoursumbuddy.com/tables-edit-query-dialog/
EXCELLENT !
Hui, This post is Superb! More over I have always been a fan of Roberto’s work and have learnt a lot from him.
Here are some of my recent contributions
1. Customising markers in a chart – http://www.goodly.co.in/customize-markers-in-a-chart/
2. Charting Hacks to work faster – http://www.goodly.co.in/5-charting-hacks-to-help-you-work-faster/
3. 7 Date formulas to make life easy – http://www.goodly.co.in/date-formulas-in-excel/
4. Customised scrollbar using VBA – http://www.goodly.co.in/customized-scroll-bar-in-excel/
5. Adding Direct Legends – http://www.goodly.co.in/customized-scroll-bar-in-excel/
Hope everyone enjoys!
I like the Excel Ninja Menus.
1. Select a cell or range then move till the 4-way cross appears. Right-Click and drag the selection to another place in the worksheet then, like a ninja, a menu full of skills and throwing stars pops up allowing me to do all kinds of awesomeness.
2. When you click the fill box on a Date and right click and drag it down, a lot of amazing Date options pop up.
I also brand my Excel to remind myself that I’m awesome. In my personal macro workbook I place the following code.
Private Sub Workbook_Open()
Application.Caption = “SuperKrishna’s Awesomeness”
End Sub
My favorite tip goes along with #17. If you try to copy subtotaled data (and in earlier Excel versions filtered data),when you paste it all the data displays instead of just the summarized data.
To get around this, select your summarized data, click on Find and Select tab and then select Go to Special. Click Visible cells Only and click OK. Now paste and you will see that only the summarized data has been copied.
You can also go CTRL+G and then click the Special icon at the bottom of the dialog box.
What a great idea, Chandoo! I’d love to be included in your next edition:) Perhaps a VBA exclusive version?
@Ryan
I will review this concept about 6 months out from the original post and be sure to keep your site in mind
Hui…
That sounds great, Hui:) I just realized I gave credit to Chandoo for the idea and I should have attributed it to you.
Sorry about that!