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frankb3892's avatar
frankb3892
Copper Contributor
Jan 22, 2019

Setting Default Pivot Table Options does not work (Excel 2016?)

Hello All,   I recently discovered the new feature in Excel 2016 that allows you to set the default options for pivot tables in Options>Data>Edit Default Layout>PivotTable Options.  I was very exci...
excel
office 365
Andrea_217's avatar
Andrea_217
Copper Contributor
Apr 21, 2020
Hi! I am still having the same issue where new pivot tables are not using the custom default settings I edited. How did you get it to work? Just Insert>Pivot table isn't working for me. 😞
JKPieterse's avatar
JKPieterse
Silver Contributor
Apr 21, 2020
The default only works for "modern" pivot tables, it does not work for "old style" pivots inserted using the old school pivot table and pivot chart wizard
  • alexandrub290's avatar
    alexandrub290
    Copper Contributor
    Jul 16, 2020

    JKPieterse 

    I have a similar issue, and is even weirder in my case.

    If I insert a pivot using Insert-->Pivot Table, it works

    But if I do Alt+D+P (shortcut for insert pivot) and then Alt+F (which is Finish) then it still uses the old layout.

    I normally prefer using keyboard shortcuts and not clicking.

     

    Any solution to this?

    • JKPieterse's avatar
      JKPieterse
      Silver Contributor
      Jul 17, 2020
      Alt+D, P is the keyboard shortcut for the old Pivottable Wizard I'm afraid, you cannot change that. Alt+N, V is the short-cut key for the new one. You can also add the insert Pivottable button to your QAT. Then it is alt + the-number-where-it-is-positioned-on-your-QAT.
      • SergeiBaklan's avatar
        SergeiBaklan
        Diamond Contributor
        Jul 20, 2020

        JKPieterse 

        My understanding is that

        - the only difference, except cosmetic, between old Alt+D+P wizard and new one is that with new wizard we could add or not data to data model (by default it is added) and old wizard doesn't have such option at all, data never added to the data model;

         

        - If do not add to data model, dates are automatically grouped or not depends on setting,

        - starting from 2016 if that setting was on, dates hierarchy automatically was built in data model for the table, if only no one else table in data model was marked as Date Table.

         

        - currently automagical time grouping doesn't work for data model, only for separate from it PivotTable.

  • Andrea_217's avatar
    Andrea_217
    Copper Contributor
    Apr 21, 2020
    Okay, understandable. So how do I insert a "modern" pivot table?
    • JKPieterse's avatar
      JKPieterse
      Silver Contributor
      Apr 21, 2020
      It should work on pivots inserted using the button on the Insert tab of the ribbon as far as I know. Check out Excel Options, is there a Data tab there which has a button to edit the default?
      • Andrea_217's avatar
        Andrea_217
        Copper Contributor
        Apr 21, 2020
        Yes. I was able to complete all of the steps to edit the default layout of the pivot tables.

        I cannot figure out why it won't work. The videos I watched showing me how to edit the default layout don't show this problem at all and I followed them step by step.

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