Pivot Tables - retain calculated field formats


New Member
Oct 10, 2011
I am trying to learn how to retain calculated field settings in a Pivot Table. I have a pivot table with a huge amount of data and have inserted calculated fields to show the % yearly change, % monthly change etc. I have formatted these as a '% of difference from year previous' etc through the value field settings option, however when I 'Pivot' the table I lose this formatting and the figures are just displayed as the yearly/monthly total. I have checked the 'preserve formatting' box and trawled through forums but can't find a solution. Can anyone help please?

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MrExcel MVP
Aug 5, 2003
I'm guessing that you selected the columns as you would when formatting anything else in Excel. For pivot tables you actually need to format the field. Pick a value field, go to the field settings (you may have to right-click the field in the pivot table grid), and set the number format in the dialog that pops up.



New Member
Oct 10, 2011
Thanks Denis - unfortunately this is the way that I formatted the tables and still the settings are not retained.

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