Page 15 - Document Preparation Guidelines - Excel

F I NA NC E R EF ER EN C E G U ID E

CREATING AND MODIFY A CUSTOM PIVOT TABLE STYLE

After you have inserted your first pivot table in your document, you can utilize PivotTable Styles to make your work easier by:

• Duplicating the default applied PivotTable Style and giving it a new name
• Applying that new (duplicated) PivotTable Style to your pivot table
• Modifying the new PivotTable Style you created (e.g., to change the row subtotal shading colors)
• Applying that modified style to subsequent pivot tables you create in the workbook

Follow these steps:

1. Duplicating the default applied PivotTable Style – After you have inserted your initial pivot table in the workbook, click
on the Design tab, right-click on the default style highlighted/applied to your pivot table, and select Duplicate. Give
your new style a meaningful name (e.g., “AAE”).

2. Applying the new style to your pivot table – From the Design tab, click on the More (down) button in the PivotTable
Styles section and select the style you just created from the Custom group at the top.

EMORY ADVANCEMENT AND ALUMNI ENGAGEMENT | FINANCE REFERENCE GUIDE | Updated 11.7.21 14