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How to preserve formatting after refreshing pivot table?

Sometimes, you may remove the check mark of the Preserve cell formatting on update item in the pivot table options accidentally. And in this case, the formatting will be removed after refreshing if your pivot table contains cell formatting. This is very annoying that the pivot table can’t retain the formatting. Today, I will talk about an easy trick to deal with this task.

Preserve formatting after refreshing pivot table


arrow blue right bubble Preserve formatting after refreshing pivot table

To keep the cell formatting when you refresh your pivot table, please do with following steps:

1. Select any cell in your pivot table, and right click.

2. Then choose PivotTable Options from the context menu, see screenshot:

doc-keep-formatting-pivottable-1

3. In the PivotTable Options dialog box, click Layout & Format tab, and then check Preserve cell formatting on update item under the Format section, see screenshot:

doc-keep-formatting-pivottable-1

4. And then click OK to close this dialog, and now, when you format your pivot table and refresh it, the formatting will not be disappeared any more.


Related articles:

How to lock column width in pivot table?

How to refresh pivot table on file open in Excel?

How to refresh pivot table when data changes in Excel?

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Comments (21)
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This comment was minimized by the moderator on the site
Achei, pelo menos aqui deu certo. Óbvio que a opção "Preservar a formatação da célula ao atualizar" deve estar marcada. A partir daí, deve-se aplicar a formatação com a opção da Aba: Análise de Tabela Dinâmica/Grupo: Ações/Opção:Selecionar/Habilitar Seleção. Aquilo que for selecionado com a função "Habilitar Seleção" manterá o formato. O chato é que às vezes seleciona toda uma coluna e às vezes seleciona só uma cela. Aí tem que fazer cela a cela, mas deu certo aqui.
This comment was minimized by the moderator on the site
Actually, you need to format each field data type, and make sure the whole pivot table settings are set to retain the formatting when refreshed. 
This comment was minimized by the moderator on the site
You can use the VB script:"Private Sub Worksheet_PivotTableUpdate(ByVal Target As PivotTable)"
and put all formating information in between. This routine will be carried out after changing Pivottable content
For example:" With Selection
.HorizontalAlignment = xlLeft
.WrapText = True
.Orientation = 0
.AddIndent = False
.IndentLevel = 1
.ShrinkToFit = False
.ReadingOrder = xlContext
.MergeCells = False
End With
With Selection.Font
.Name = "Verdana"
.Size = 8
.Strikethrough = False
.Superscript = False
.Subscript = False
.OutlineFont = False
.Shadow = False
.Underline = xlUnderlineStyleNone
.ColorIndex = xlAutomatic
.TintAndShade = 0
.ThemeFont = xlThemeFontNone
End With
End Sub
"You can use the macro recording to find out the formating syntax!
This comment was minimized by the moderator on the site
Check to make sure all the cells in the data are formatted as a date and not a number.
This comment was minimized by the moderator on the site
I fixed mine by on Format Cells Go to Protection and Uncheck Locked!!!!
Presto!!!
This comment was minimized by the moderator on the site
I've had the same frustration as many of you where the formatting does not remain even though you select the "Preserve cell formatting on update" checkbox. I've found 2 things that helped me out.
- highlight more of the table and format that broader region to define the formatting for the cells that aren't maintaining the formatting you desire. Then, after refreshing, go back and change specific cells to tweak the formatting.
- Darlene's idea of conditional formatting is brilliant and works well. The only thing you'll be missing is alignment and text-wrapping.
- After doing all of this, save and close out of your file. After a moment, re-open your file and try again. I've found that, for some reason, closing the file and re-opening will allow the system to imprint these changes.

Hope this helps.
This comment was minimized by the moderator on the site
It works as soon as you untick, do all your formating and tick again.
This comment was minimized by the moderator on the site
It does work for me when I uncheck the "Autofit column widths on update".
This comment was minimized by the moderator on the site
mentira da porra isso.. nunca funcionou corretamente isso
This comment was minimized by the moderator on the site
This does not work when I try to preserve cell text alignment. For example, I want the text to be left aligned in a particular column. Upon refresh, the format resets.
Note for anyone offering to debug (if any kind soul is brave enough) - I often have multiple fields in the column section.
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