Need to change Pivot Table Field Settings

TLCARTER99

New Member
Joined
Nov 25, 2008
Messages
4
I currently have a sales forecasting report that I create each month, which contains statistical data for the prior months, as well as forecasting fields for the new months.
When I create a pivot table for the statistical data, the field settings default to COUNT and I need them to all be changed to SUM.
I currently change each one individually but there's just got to be an easier way. Right??

Also, is there a way to change the format of the cells to default to Number, Zero Decimal places with a comma separator per 1,000.

Thanks!!
 

lenze

Legend
Joined
Feb 18, 2002
Messages
13,690
Hi and welcome to the board!!!
If your fields are Numbers, the PT should default to "SUM". Count is the default for text. Also, if you Right Click and choose "Field Settings", you can select the "Number" Option to format however you want.
See the tutorial PT-Field Settings and others at www.contextures.com

lenze
 

TLCARTER99

New Member
Joined
Nov 25, 2008
Messages
4
The fields are numbers, however it does not default to sum...it is defaulting to count.

I formatted the cells to ensure they are numbers vs. text, but that doesn't help.

Any other suggestions?
 

lenze

Legend
Joined
Feb 18, 2002
Messages
13,690
The fields are numbers, however it does not default to sum...it is defaulting to count.

I formatted the cells to ensure they are numbers vs. text, but that doesn't help.

Any other suggestions?
Yeap!!
www.contextures.com
www.cpearson.com
http://www.mrexcel.com/articles.shtml#Pivot%20Tables

BTW, formatting cells after data entry will not neccesarily give you the desired results. Is your data imported from an external source. You may need to use Text to Columns or the TRIM function.

lenze
 
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