Default pivot table layout

When you create a Pivot table report there are several options that you can use to influence its appearance. These can be some of the settings in the Options menu, and you can also change the Report Layout by selecting from the menu located in the Design ribbon. What’s new in Excel 2019 is that you can now set the default Pivot table report layout so that each new report looks the way you want it …

Show the values row

When we add dimensions to the Pivot table, columns in the report are filled in sequentially. If we use a different report layout than the Compact View, each report dimension will occupy one column, and then all columns in which the data aggregation is performed will be displayed. There is one setting within the pivot table options that allows us to differentiate values ​​(the data we aggregate) from reporting dimensions.

Views on the pivot table

The end of the old and the beginning of the new year is often a reason to look back. I read this post a while ago and it seems that I could have clarified one of the things better. There are many different views on pivot tables, and as Nectar’s advertising slogan says, “It does matter” In this “recipe” we will deal with each of them, after which you can decide for yourself when to apply which view to get a suitable report.

Allow multiple filters per field

If you run the Pivot table options (Analyze/Options), in the Totals & Filters section, you will find the Allow multiple filters per field setting. It allows you to apply text filters and number filters simultaneously for the reporting dimension, which can be displayed in rows or columns. This feature could be useful, let’s see how it works!

Include Filtered Items in Totals

Include Filtered Items in Totals is a very useful option that we can find in pivot table settings, and it allows us to display the correct total for values ​​in rows or columns that we have previously filtered. By using the DAX expressions we can most certainly reset the filters and thus calculate the correct sums, but sometimes there is no need to do this. Only by selecting/deselecting this simple option, we can get the correct totals in the report.