fbpx
Search
Close this search box.

Currency format Pivot fields with one click [Friday VBA]

Share

Facebook
Twitter
LinkedIn

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.

Facebook
Twitter
LinkedIn

Share this tip with your colleagues

Excel and Power BI tips - Chandoo.org Newsletter

Get FREE Excel + Power BI Tips

Simple, fun and useful emails, once per week.

Learn & be awesome.

Welcome to Chandoo.org

Thank you so much for visiting. My aim is to make you awesome in Excel & Power BI. I do this by sharing videos, tips, examples and downloads on this website. There are more than 1,000 pages with all things Excel, Power BI, Dashboards & VBA here. Go ahead and spend few minutes to be AWESOME.

Read my storyFREE Excel tips book

Excel School made me great at work.
5/5

– Brenda

Excel formula list - 100+ examples and howto guide for you

From simple to complex, there is a formula for every occasion. Check out the list now.

Calendars, invoices, trackers and much more. All free, fun and fantastic.

Advanced Pivot Table tricks

Power Query, Data model, DAX, Filters, Slicers, Conditional formats and beautiful charts. It's all here.

Still on fence about Power BI? In this getting started guide, learn what is Power BI, how to get it and how to create your first report from scratch.

Weighted Average in Excel with Percentage Weights

Weighted Average in Excel [Formulas]

Learn how to calculate weighted averages in excel using formulas. In this article we will learn what a weighted average is and how to Excel’s SUMPRODUCT formula to calculate weighted average / weighted mean.

What is weighted average?

Wikipedia defines weighted average as, “The weighted mean is similar to an arithmetic mean …, where instead of each of the data points contributing equally to the final average, some data points contribute more than others.”

Calculating weighted averages in excel is not straight forward as there is no built-in formula. But we can use SUMPRODUCT formula to easily calculate them. Read on to find out how.

4 Responses to “Currency format Pivot fields with one click [Friday VBA]”

  1. Bertrand d'Arbonneau says:

    As in your example, I often find myselve having to format numbers as kU, MU,%, or increase/decrease decimals. In the PowerPivot utilities add-in, I have included several such formatting macros and made them available from the pivot table contextual menus. Thanks for you post. It reminds me that formatting as currency is *currently* missing.
    The add-in is free and the vba code open.
    https://www.sqlbi.com/tools/power-pivot-utilities/

  2. GraH says:

    I almost never format my pivot tables. I only format my final chart/table or whatever.
    And when I do format them, I go the long distance. Keeps my clicking ability in shape. 🙂

  3. Rudra M Sharma says:

    Just hover your pointer on field header, it turns into down arrow then click. Entire pivot field gets selected then click on currency($) symbol from home ribbon or Press Ctrl + $(Ctrl + Shift + 4).

Leave a Reply