How To Create a Simple Pivot Table Report And Add Customized Formatting In Excel

Below is an answer to an “Ask A Guru”, question.

The request was to learn how to set up a grid of samples in a row with the compounds as  columns and the calculated amounts as the data in the cells. Also to be able to format the report so that any amount that was not “0” or less to show blank in the cells.

To do this simply use the new report template generator and then edit the template format in Excel.  Since the report FORMAT not the data is stored in a .xlsx file the formatting in Excel stays when you save the file in Excel. Note that you must SAVE and NOT SAVE AS in Excel because the Template .xlsx file is linked to another file to render the results. If you SAVE AS and give it another name then the connection the other file is lost.

In this example the simple pivot table option was used to create the grid, and then Excel was used to format the fonts of the cells having zero or less for calculated amounts turn white. Thereby showing a blank cell in the grid for those cells containing the isolated values.

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Posted on October 22, 2013, in Uncategorized. Bookmark the permalink. Leave a comment.

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