Copy Pivot Table Values and Formatting

In some situations, you might want to send someone a copy of a pivot table, but as values only, not an interactive pivot table. That would give them a summary of the data, but without access to the underlying details, which might be confidential. If you want to copy the pivot table formatting too, it requires extra effort, and the manual steps are shown below, as well as a macro which makes it easier to copy pivot table values and formatting.

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Show Numbers as Text in Pivot Table Values

In an Excel pivot table, you can add text fields to the Row and Column areas, and in the Report Filters. However, pivot table Values area will only show numbers, so if you add a text field there, Excel shows a count of those text items. The technique shown below lets you show number fields as text Values, so you can display the names (East, West), instead of ID numbers (1, 2), for a small group of items.

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Copy Pivot Table Custom Style to Different File

If you create a pivot table custom style, how can you copy that custom style to a different workbook? Excel doesn’t have a built-in command to do that, but you can copy it yourself, with a few simple steps. These instructions work in Excel 2016, and earlier versions too (way back to Excel 2007).

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Show Tenths of Second in Pivot Table Times

If you try to show hundredths of second, or tenths of second in pivot table, you might have trouble. Usually, the times are rounded, and there is a zero, instead of numbers, for the tenths and hundredths.

See how to fix that pivot table time problem, so that the numbers are displayed correctly.

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Copy Pivot Table Source Number Formatting

When you add numeric fields to a pivot table, Excel applies General format, in most cases. It doesn’t matter if you’ve spent hours applying fancy custom formatting to the numbers in the source data – all of that is ignored.

After the numeric data has been added to the pivot table, you can manually change the formatting of each field, in the Field Setting window. It’s not too painful in a small pivot table, but can take a while if there are several Values fields.

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Format a Pivot Table in Excel 2003 Classic Style

Last week, someone asked me how to make an Excel 2010 pivot table have the same look as the default settings in Excel 2003.

You might have forgotten what those pivot tables looked like, or maybe you never used that version of Excel. In the screen shot below, you can see the pivot table that I created, with Region and City in the Row area, Order Yr in the Column area, and Quantity in the Data area.

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