April 25, 2017
OK, I feel like this is a stupid question, but here goes. I certainly know how to format a pivot item (containing a number) when that number is placed in the values section of a pivot table. But, what about when the item is placed in a row or column section? For example, if I have an item with a value of 100%, in a table, and then create a pivot table from that, the item will be displayed with "1.", its natural value, vs. the 100% that I want displayed.
A workaround that I found: to get around this, I created a dummy column in my raw table and used the TEXT function to format the percentage item as text, but with a format of %. That results in my 100% in the table being displayed a 100% in the pivot table. But, I have a lot of percent items to display in my pivot table and am looking for a more elegant solution than this.
You might ask why do I want to do this? Why don't I just leave the pivot item in the values section along with the other values I want to display. The reason is I'm showing allocation rollups and need preserve line of sight into the original data. Here's a simple example:
Person A works in Group 1 and costs $100 K, Person B works in Group 2 and costs $80 K. Total salary cost is $180 K.
60% of Group 1 rolls up to Division A; 40% of Group 1 rolls up to Division B
30% of Group 2 rolls up to Division C; 70% of Group 2 rolls up to Division D.
Organization 1 is comprised of Division A and C; Organization 2 is comprised of Division B and D.
So, how much are the salary costs for the 2 organizations. A full line of sight to the raw costs shows:
Org Div Group % Group Person Person Cost Group Cost
1 A 60% 1 A $100 K $60 K
2 B 40% 1 A $100 K $40 K
1 C 30% 2 B $80 K $24 K
2 D 70% 2 B $80 K $56 K
==============================================
Total $180 K
with Org 1 costing $84 and Org 2 costing $96 K
This is just a silly, simple example, but you can see that the values for the Group % field need to be in the row section and not the value section. That's how I came up with a need to have numbers being formatted as percentages and not fractions.
Thanks in advance for anyone with a solution to the above.
Scotty81
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November 1, 2018
If it's a regular pivot table (non data model) and all the data in that field is numeric, then there should be a number format button at the bottom of the Field Settings dialog (right-click the field, choose Field Settings). If it's a data model pivot, then I suspect you will have to explicitly format the cells that the field is in.
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