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Creating a PivotTable style

From: Excel 2010: Pivot Tables in Depth

Video: Creating a PivotTable style

The built-in PivotTable Style gallery contains a lot of good color schemes, but they are by design somewhat generic. When you want to create your own PivotTable style to reflect your personal aesthetic or your company's graphic art guidelines, you can do so using the new PivotTable Quick Style dialog box. To display that dialog box, click any PivotTable cell and then on the Design tab of the Ribbon click the More button at the bottom-right corner of the PivotTable Styles gallery and then click New PivotTable Style.

Creating a PivotTable style

The built-in PivotTable Style gallery contains a lot of good color schemes, but they are by design somewhat generic. When you want to create your own PivotTable style to reflect your personal aesthetic or your company's graphic art guidelines, you can do so using the new PivotTable Quick Style dialog box. To display that dialog box, click any PivotTable cell and then on the Design tab of the Ribbon click the More button at the bottom-right corner of the PivotTable Styles gallery and then click New PivotTable Style.

The first thing you should do is type the name for your new PivotTable style. So if you were creating a style to reflect your company's graphic standards, you could call it something like Graphics Standards 2011. Next you click the table element you want to change and then click the Format button to display the formatting tools to apply to that element. So for example let's say that I want to change the header row's formatting. To do that, I click the header row table element from the list and then click Format.

Then, this is the familiar Format Cells dialog box. You can change any aspect of the formatting that you want. So in this case, we will make the Font Style Bold and the Color White. So to do that and to have the text show up, we need to have a dark background. So we will click Fill and then I will select Purple. When I'm done in the Format Cells dialog box I can click OK. And when I do, Excel displays a preview of what my style will look like after I save it. That's the only change I will make but you can make changes to any other elements that you like.

just feel free to experiment using the elements in the Table Element list. When you are ready, go ahead and click OK and you have created your style. To apply that style, click the More button on the Design contextual tab and you'll see your new style at the top of the list in the custom area. To apply it, just click the style and Excel applies it to your PivotTable. If you want to edit a custom style, just right-click it within the gallery, so click the More button to display the entire gallery and then right-click your style and then click Modify.

The Modify PivotTable Quick Style dialog box is essentially the same in all but name as the Create PivotTable Quick Style dialog box. So for example, let's say that I wanted to add a second row stripe. To do that, I can click Second Row Stripe, click Format, and I will make every second row a dusty purple. So I have selected the color that I want, click OK, and we see the preview here. Click OK. Now you will notice that even though I edited the style, the second row stripe doesn't appear and that's because the Banded Rows option isn't turned on.

So when I go up to the Design tab and check the Banded Rows box, Excel applies the full style which includes the Second Row Stripe that I defined when I modified the PivotTable Style. Now let's say that you want to edit a built-in style. You actually can't, but what you can do is duplicate an existing style and then make changes based on the duplicate. So let's say for example that I wanted to create a style that was based on Pivot Style Light 1. To do that I right-click the style that I want to work with and then click Duplicate.

When I do, Excel creates a new style and I can change its name, change any of its values, any of its formatting, and so on. It's exactly the same as creating or modifying another PivotTable style so I won't work through all the details. When you're done you can click OK to save your changes or do as I will do, which is click Cancel to exit the dialog box without saving your changes. If you want to delete a custom PivotTable style, you can right-click the style, and this is the custom style I created earlier, and then on the Shortcut menu that appears click Delete.

Excel asks if you are sure and you can click OK. When you do, Excel reverts to the previous style applied to the PivotTable. Now finally, if you want to remove all formatting from your PivotTable, click any cell on the PivotTable, and then on the Design contextual tab, click the More button at the bottom- right corner of the Pivot Styles Gallery and then click Clear. Excel gives you the tools to control exactly how your PivotTable appears in your workbook. Creating your own formats enables you to control how your PivotTable appears in your company's documents and presentations, enhancing your corporate identity while making the data easier for viewers to comprehend.

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This video is part of

Image for Excel 2010: Pivot Tables in Depth
Excel 2010: Pivot Tables in Depth

66 video lessons · 40289 viewers

Curt Frye
Author

 
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  1. 1m 38s
    1. Welcome
      55s
    2. Using the exercise files
      43s
  2. 38m 8s
    1. Introducing PivotTables
      4m 2s
    2. Formatting data for use in a PivotTable
      4m 31s
    3. Creating a PivotTable
      4m 20s
    4. Pivoting a PivotTable
      3m 47s
    5. Configuring a PivotTable
      3m 23s
    6. Connecting to an external data source
      3m 30s
    7. Connecting to an Access database
      2m 11s
    8. Consolidating data from multiple sources
      4m 37s
    9. Updating and refreshing PivotTable data sources
      4m 21s
    10. Managing PivotTables
      3m 26s
  3. 23m 33s
    1. Adding, removing, and positioning subtotals and grand totals
      3m 27s
    2. Changing the PivotTable data field summary operation
      4m 35s
    3. Summarizing more than one data field
      3m 16s
    4. Creating a calculated field
      2m 27s
    5. Grouping PivotTable fields
      3m 17s
    6. Using PivotTable data in a formula
      4m 47s
    7. Drilling down to the underlying data
      1m 44s
  4. 28m 9s
    1. Sorting PivotTable data
      2m 0s
    2. Creating a custom sort order
      2m 48s
    3. Filtering a PivotTable field by selection
      2m 59s
    4. Filtering a PivotTable by rule
      2m 56s
    5. Filtering a PivotTable using a search filter
      3m 10s
    6. Filtering a PivotTable using slicers
      4m 2s
    7. Formatting slicers
      3m 43s
    8. Filtering a PivotTable with report filter fields
      5m 2s
    9. Clearing and reapplying PivotTable filters
      1m 29s
  5. 15m 2s
    1. Applying a PivotTable style
      5m 5s
    2. Creating a PivotTable style
      4m 37s
    3. Changing the PivotTable layout
      3m 20s
    4. Changing the data field number format
      2m 0s
  6. 24m 33s
    1. Highlighting cells by applying a rule
      2m 54s
    2. Highlighting the top or bottom values in a PivotTable
      3m 30s
    3. Formatting PivotTable cells using data bars
      3m 50s
    4. Formatting PivotTable cells using color scales
      3m 40s
    5. Formatting PivotTable cells using icon sets
      2m 45s
    6. Editing conditional formatting rules
      2m 15s
    7. Controlling how multiple rules are applied
      3m 28s
    8. Deleting a conditional formatting rule
      2m 11s
  7. 24m 0s
    1. Creating a PivotChart
      3m 29s
    2. Pivoting a PivotChart
      3m 5s
    3. Filtering a PivotChart
      3m 45s
    4. Formatting a PivotChart
      3m 35s
    5. Changing a PivotChart layout
      3m 14s
    6. Changing a PivotChart chart type
      4m 30s
    7. Adding a trendline to a PivotChart
      2m 22s
  8. 9m 27s
    1. Printing a PivotTable
      4m 2s
    2. Printing each item on its own page
      3m 30s
    3. Printing a PivotChart
      1m 55s
  9. 13m 30s
    1. Recording and reviewing a macro
      4m 10s
    2. Running a macro
      5m 57s
    3. Creating a simple PivotTable presentation kit
      3m 23s
  10. 19m 17s
    1. Introducing PowerPivot
      2m 9s
    2. Downloading and installing PowerPivot
      2m 36s
    3. Importing PowerPivot data
      3m 14s
    4. Managing table columns
      4m 1s
    5. Adding tables to a PowerPivot model
      2m 27s
    6. Creating relationships between tables
      4m 50s
  11. 24m 30s
    1. Introducing the DAX language
      2m 58s
    2. Using DAX operators
      4m 44s
    3. Surveying DAX functions
      2m 40s
    4. Adding calculated columns and measures
      4m 22s
    5. Using aggregate functions
      4m 24s
    6. Using filters in aggregate functions
      5m 22s
  12. 59s
    1. Additional resources
      59s

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