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Andrew Knott's avatar
Andrew Knott
Copper Contributor
May 02, 2019

Pivot Table formatting after refresh

I have a pivot table set up, and have selected "Preserve cell formatting on update" in PivotTable Option. However, when I select a different slicer or refresh the data, the cell formats change dramatically and seemingly randomly. I cannot get the table to save the cell format consistently.

 

Extremely frustrating, and a seemingly known issue with no good fix. 

 

Help!!!

  • User1400's avatar
    User1400
    Copper Contributor

    Andrew Knott 

     

    This is an ongoing issue with Excel for some years now, nothing that Microsoft suggest works and they are not doing anything to fix the problem.

       

    • pnoll's avatar
      pnoll
      Copper Contributor

      User1400 

      This has been an issue for years. I can only assume there are not enough power users who are pivot table enthusiasts for them to care.  It drives me crazy and will probably be the reason i stop using excel.  I am already experimenting with Tableau to see how can start to move away.  

  • Elipum's avatar
    Elipum
    Brass Contributor

    @eah, same issue here.

    Annoyin and time wasting, have to change format every time the pivot table updates.

    By the way, same happens with Pivot Graphs!!!

  • Ericxsim's avatar
    Ericxsim
    Copper Contributor
    This method is working for me. To move your mouse over column header in pivot table until it changes to black arrow, then click column header to select whole column. Once the whole column is selected, you may proceed to format cell. This method is also working perfectly even you use conditional formatting. Please take note that in some cases, you may need to select more than one column for this method to work.
  • I've struggled with this same issue and found a possible solution: be sure to apply formatting to cells and not entire columns. When I, say, select columns and format to currency, refreshing removes the formatting. When I selecting just the cells with data in those columns and formatting to currency, then the formatting stays. (Before doing this, I also unchecked and rechecked the keep formatting option.)
  • ctst25's avatar
    ctst25
    Copper Contributor

    I came across this issue whereby my Filter Labels keep changing format upon refresh, while the table itself keeps its format. Managed to find a solution for this:

     

    PivotTable Tools > Design > Click the dropdown for all the different preset formattings > New Pivot Table Styles.

     

    For my case, I just updated the format for 'Report Filter Value' and 'Report Filter Label' cause that's what I was looking for. Hope it helps.

     

     

  • getbest's avatar
    getbest
    Copper Contributor

    Hi Andrew,

     

    How about cleaning up pivot source data and try again. Pivot usually change formats based on source data. If pivot forces format, actually that is the best way to go.

     

    Regards,

    J

    • Andrew Knott's avatar
      Andrew Knott
      Copper Contributor

      getbest So, the data is a table that is formatted as a table. I don't change the formatting between refreshes. But on pivot refresh, the pivot formats to "random" formatting. Sometimes, the formats I set are kept, sometimes not. I can't figure out a pattern for the formats it keeps.

      • getbest's avatar
        getbest
        Copper Contributor

        Andrew Knott I believe you can specify cell number formatting by value field setting.

        If you load a file. I may be able to do it for you.

        J

    • MNMullinix's avatar
      MNMullinix
      Copper Contributor

      getbest 

      Wrong.  100% wrong.

      I have the same issue.  So do thousands of other people.  My source data is formatted the way I want it.  My query properties are the way I want them.  I have "Preserve cell formatting on update" selected.  It still changes back every time I refresh data.  There is no way.  Another in the infinite list of Excel failures.

      • Ericxsim's avatar
        Ericxsim
        Copper Contributor

        MNMullinix 

         

        You may refer to the solution in my reply on ‎Jul 30 2022. 

        "Preserve cell formatting on update" alone is not working. I also wonder why Microsoft technical team can't find a solution. 

  • BrijeshShetty's avatar
    BrijeshShetty
    Copper Contributor

    Andrew Knott 

     

    Here is what I did

    I cleared the pivot format from pivot design

    Next, selected the row/cells for which i wanted formatting, right client, and select format cells

    Formatted the Font, cell color and Number formats
    Check on Pivot table Options> Layout a& Format> Checked True on the "Preserve Cell on Update " Option

    Formatting didnt change after refresh and was retained

    • damanmalhotra's avatar
      damanmalhotra
      Copper Contributor
      Hi I am also facing the same issue and I followed the exact steps as you mentioned but I lose the formatting I saved once I refresh the Pivot table. Can you please suggest?

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