How to Create Custom Pivot Table Styles

How Create Custom Pivot Table Styles

How to Create Custom Pivot Table-Creating custom Pivot Table styles in Excel can significantly enhance your data presentation and ensure consistency with your company’s branding. This guide will walk you through the steps to design your own Pivot Table styles, modify existing ones, and apply these styles effectively.

Video Guide

Understanding Pivot Tables

Before diving into creating custom styles, it’s essential to understand what Pivot Tables are. They allow you to summarize and analyze data from a large dataset quickly. In this course section, we will use a product sales spreadsheet as our dataset, which includes various columns such as country, region, product, unit sold, manufacturing price, sales price, gross sales, cost of goods sold (COGS), profit, and date.

Creating Your Pivot Table

The first step is to create a Pivot Table from your dataset. Here’s how:

1. Click on your dataset (make sure it’s formatted as a table).
2. Go to the Insert tab and select PivotTable.
3. Choose to place the Pivot Table in a new worksheet and click OK.

Now you have a blank Pivot Table ready for analysis. You can drag and drop fields from the Pivot Table Field List to create your summary.

Basic Analysis with Pivot Tables

For this example, let’s perform a basic analysis:

1. Drag the Region field to the Rows area.
2. Drag the Product field underneath the Region.
3. Drag the Profit field into the Values area.

This will create a basic report summarizing profits by region and product. You can also add additional calculations, like the average profit, by dragging the Profit field again into the Values area and changing its summary calculation.

Customizing Your Pivot Table Style

Excel provides several built-in styles for Pivot Tables. However, to create a style that aligns with your branding, follow these steps:

1. Navigate to the Design tab.
2. Scroll through the Pivot Table Styles gallery.
3. Select a style that closely matches your desired look, then right-click and choose Duplicate to create a custom style.
4. Name your new style (e.g., Corporate PT Theme).

Modifying Your Custom Style

Once you’ve created your custom style, you can modify various elements:

1. Select the element you want to change (e.g., Header Row).
2. Click on the Format button to customize borders, fill colors, and font styles.
3. Apply changes and preview them in your Pivot Table.

For example, you can set borders to dark green and adjust the fill color of the header row to match your branding.

Fine-Tuning Your Style

After making initial changes, you may want to adjust other elements:

• Change the second row stripe color for better visibility.
• Set specific font styles, such as making the font bold for headers.
• Adjust the number formatting to enhance readability.

For numbers, you can choose to display negative values in red or in brackets, which improves clarity in financial reports.

Maintaining Column Widths

One common issue when updating Pivot Tables is the loss of custom column widths. To prevent this:

1. Go to the Pivot Table Analyze tab.
2. Select Options.
3. Deselect Autofit Column Widths on Update.

Setting Your Custom Style as Default

If you want your new style to be applied to all future Pivot Tables, simply:

1. Right-click on your custom style.
2. Select Set as Default.

Conclusion

Creating and customizing Pivot Table styles in Excel not only enhances the visual appeal of your reports but also ensures consistency with your branding. With the steps outlined above, you can easily create a professional-looking Pivot Table that effectively communicates your data insights.

Additional Tips for Effective Pivot Table Styles

While customizing your Pivot Table styles is essential for branding, there are a few extra tips that can enhance the overall effectiveness of your tables:

• Utilize Conditional Formatting: To make your data more visually compelling, consider applying conditional formatting. This feature allows you to highlight specific values, trends, or changes over time, making it easier for viewers to interpret your data at a glance.
• Incorporate Clear Titles and Labels: Ensure that your Pivot Table includes clear and descriptive titles and labels. This helps your audience quickly understand the data being presented and its relevance to the overall analysis.
• Limit the Use of Colors: While colors can enhance your table’s appearance, using too many can lead to confusion. Stick to a maximum of three to four colors that align with your branding for a cleaner, more professional look.
• Keep It Simple: Avoid cluttering your Pivot Table with excessive information or complex calculations. Presenting concise and relevant data will improve readability and engagement.
• Regular Updates: Make it a habit to regularly review and update your Pivot Table styles as your branding or data needs evolve. This ensures that your reports remain fresh and relevant to your audience.

By incorporating these additional tips, you can further enhance the effectiveness of your custom Pivot Table styles, ensuring they not only look great but also provide valuable insights from your data.

FAQs

What is a Pivot Table?

A Pivot Table is a data processing tool in Excel that allows you to summarize and analyze large datasets quickly. It enables you to arrange and rearrange data to extract meaningful insights.

How do I create a custom style for my Pivot Table?

To create a custom style for your Pivot Table, follow these steps:

• Navigate to the Design tab.
• Select a style from the Pivot Table Styles gallery and right-click to choose Duplicate.
• Name your new style and customize its elements as needed.

Can I set my custom Pivot Table style as the default?

Yes, you can set your custom style as the default by right-clicking on your style and selecting Set as Default. This will apply your custom style to all future Pivot Tables you create.

What should I do to maintain column widths after updating a Pivot Table?

To maintain column widths when updating a Pivot Table, navigate to the Pivot Table Analyze tab, select Options, and deselect Autofit Column Widths on Update.

How can I enhance the effectiveness of my Pivot Table styles?

To enhance the effectiveness of your Pivot Table styles, consider the following tips:

• Utilize conditional formatting for clearer data presentation.
• Incorporate clear titles and labels for better understanding.
• Limit the use of colors to maintain a professional look.
• Keep the table simple and concise for improved readability.
• Regularly update styles to align with evolving data needs.

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