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Formatting Lost on Update of Pivot Table Data|Dashboards & Charts|Excel Forum|My Online Training Hub

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sp_CrumbsHome HomeExcel ForumDashboards & ChartsFormatting Lost on Update of Pivot …
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Formatting Lost on Update of Pivot Table Data
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Lee Elliot
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October 16, 2021 - 11:22 pm
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Hi all, 

Probably the easiest question of today but a bit of a noodle scratcher.. Why when I create a pivot out of a table, I format cells to (for example) currency, whenever I add data and update the pivot the new data is not formatted to match the rest of the pivot?

I have right clicked in the pivot and formatted that way, right clicked on the column name and formatted that way but they don't seem to help ‍♂️

I'm missing something aren't I

 

Thanks in advance. 

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Mynda Treacy
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October 18, 2021 - 8:39 am
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Hi Lee,

Welcome to our forum!

I'm not able to recreate this problem. I wonder if the data you're adding is text rather than numbers. Are you able to share a small sample file that we can use to reproduce the issue and identify the cause? You can remove any sensitive information.

Mynda

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Lee Elliot
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October 20, 2021 - 4:15 am
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Hi Mynda, 

Thanks for the response.. 

Power query is set up to return the values as currency so it should convert at that stage but it wasn't working. 

However since posting this and through some playing around and not really paying attention.. It seems to be working fine.. Wink

If it pops up again I will go back to source and see if there's an issue there. 

Thanks again

Take care

Lee

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Mynda Treacy
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October 20, 2021 - 10:10 am
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Hi Lee,

Data types are not a formats. Currency is actually the decimal data type with formatting in the Power Query editor to make it look like currency (but only in the editor window). It seems this format isn't carrying through to the Excel Table, which is understandable because data types aren't formats (with the exception of currency and percentage). In previous versions of Excel perhaps this format was carried through to the worksheet table and now that has reverted...I'm guessing.

Mynda

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