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PivotTable Styles

Yesterday we looked at Table Styles.  Today, I wanted to revisit PivotTable Styles (see a post here where I introduced PivotTable styles a few months ago – you might want to re-read that before proceeding).  This post will be a bit shorter, because most of what I talked about yesterday with respect to Table Styles is also true for PivotTable Styles.

PivotTable Styles have the same design goals as Table Styles, and they also have the same user model and customization story.   Here is a shot of the PivotTable Design Tab where users can control the look of the PivotTable (the “Banded Columns” checkbox is a bug … it is supposed to be below the “Banded Rows” checkbox).


(Click to enlarge)

The only real difference between the PivotTable and Table Styles is with regards to the number of elements in a PivotTable style.  Whereas Table Styles have 13 elements (headers, row banding, total rows, etc.), PivotTable styles have 25 elements.  The additional elements are due to the fact that PivotTables are more complex than tables, so there are more table elements available for users to define formatting on.  For example, you can define formatting for multiple levels of data, there are multiple levels of subtotals possible in a
PivotTable, etc.

With that said, I wanted to leave you with some examples of PivotTables formatted with different default Styles.  Again, I have tried to use a few of each of the Light, Medium, and Dark styles.  One thing to note that is quite different when compared to Table Styles is the use of colour and font to identify levels in the data.


(Click to enlarge)


(Click to enlarge)


(Click to enlarge)

And, just for kicks, here is how a few of these styles look when converted to the “Opulent” Document Theme.


(Click to enlarge)

Once again, we are interested to hear from the PivotTable users out there ... do these look good, or are there things you would like to see us change?

Published Friday, March 31, 2006 4:11 PM by David Gainer

Comments

# re: PivotTable Styles

Friday, March 31, 2006 11:09 PM by gary keramidas
looks fine to me. will know better after hands on experience. i'm a lot more impressed with this than i am with vista so far. i can barely use that.

# re: PivotTable Styles

Saturday, April 01, 2006 7:46 AM by ted Huth
Timing for this blog was excellent. I just spent 5 minutes try to use autoformat on a pivot table. It is now very painful to have to select a style hit okay and see that it does not do what I wanted.

With new UI, I will be able to just click on a style and see the changes. I could not be happer with this feature.

Can't wait for it.

# re: PivotTable Styles

Saturday, April 01, 2006 8:03 PM by Orion Adrian
Does the new styling system move your rows, columns and data like the current system does? If so, please stop it.

Also there's a bug in the current system with respect to GetPivotData. When you have show for non-existant data, GetPivotData returns #REF for columns after the last column with data, but not for columns in the inbetween. Where would I report this?

# re: PivotTable Styles

Sunday, April 02, 2006 9:51 PM by Carl Scarlett
General feedback:

Simplification of applying styles is an excellent idea, and the selections out of the box seem to give a fantastic range of choice.

As a developer, it's exciting to see this type of innovation in Office.

Now if I could just come up with a way to break backwards compatibility with our existing products and begin making some stunning new products with Office 2007...

# re: PivotTable Styles

Monday, April 03, 2006 6:59 AM by Micke Hovmöller
This looks great. That said, the most important customization for pivot tables for me is a way to quickly turn subtotals and grand totals on and off.

In particular, I would like to set a default behaviour of subtotals to off, since I rarely want them.

On a siade note, you have mentioned user testing on several occasions. Can you elaborate a bit on how you do that? Anything you have on methods, preparations, user selection, documentation, analysis etc. would be interesting.

# re: PivotTable Styles

Monday, April 03, 2006 8:26 AM by Comrade H
As someone who spends a lot of time using Pivot Tables the development that has taken place for Excel 2007 looks fantastic so far... I await Beta 2, hoping it will meet my high expectations.

Ps.
Has been great to follow the development work on your Blog - good content, well communicated.

# re: PivotTable Styles

Monday, April 03, 2006 10:37 AM by Tianwei
Looks great, Dave. The most impressive part is the ability to use the "identation" style of layout vs. the old "cascade" style when using mulitiple layers of column/row fields.

As always, heavy users will always have their own wish lists. I have a few questions:

1. Does the format/style automatically "stick"? I haven't been able to figure out in my current version what's the triger of format/highlight "stick" or not when pivotting the page fields. I kinda just go and wish it sticks now.

2. I *REALLY* want this: can we use multi-selection in page fields? I.E., check or uncheck any combination of the items in page fields. Right now all we have is a single selection. I had to do a lot of VBA to acheive that multi-selection (basically hide the unnecessary ones then select "(All)").

3. When uncheck a data field item, can we get it back without re-do a lot of dragging and formatting? Current version (2000) treats data fields differently from row/column fields.

4. You didn't show any page fields format. Do they still look like unformattable buttons?

# re: PivotTable Styles

Monday, April 03, 2006 12:17 PM by Colin Banfield
<<Once again, we are interested to hear from the PivotTable users out there ... do these look good, or are there things you would like to see us change?<<

David, the new Table and PivotTable styles are welcome, although I'll wait until beta 2 before commenting on any requested changes.  The flexibility to turn on and off various elements is great.  The abilily to preview styles before applying them is great. Finally, the dynamic thumbnail previews in the gallery is fantastic.  Overall, some excellent work done here.

# re: PivotTable Styles

Monday, April 03, 2006 12:40 PM by Colin Banfield
<<This looks great. That said, the most important customization for pivot tables for me is a way to quickly turn subtotals and grand totals on and off. >>

This point was discussed in "PivotTables part 4" under the section titled "PivotTable tab - the Styles tab"

<<I *REALLY* want this: can we use multi-selection in page fields? I.E., check or uncheck any combination of the items in page fields. Right now all we have is a single selection. I had to do a lot of VBA to acheive that multi-selection (basically hide the unnecessary ones then select "(All)").>>

You can multi-select page field items by double-clicking the page field label and selecting the items to hide in the dialog box that appears.  For Excel 2007, this very issue was discussed in "PivotTables VI: Sorting and filtering" under the section titled "Multi-select in the Report Filter area."

# re: PivotTable Styles

Monday, April 03, 2006 1:00 PM by Tianwei
Thanks Colin for pointing out the multi-select in previous post. Yes, I know there is a way to multi-select now but it's much more convenient to put in an easy to use format. Great work Excel team!

# re: PivotTable Styles

Tuesday, April 04, 2006 10:25 AM by Mike
I know this is not the subject of this blog entry, but I would like to hear more about creating a multiple consolidated range pivot table. From what I see in the beta, there is no easy way to get to this option.  What happened to it?  Does MS really expect user to call this important functionality trough code?

# re: PivotTable Styles

Tuesday, April 04, 2006 5:41 PM by David Gainer
Hi folks, thanks everyone for the comments.

Orion, no, the new system does not move your stuff around I am pleased to say.  Also, if you want us to look at a bug, please use the email link in the “This Blog” box – you can send me repro steps or a file that exhibits the behaviour and we can take a look.

Micke, you may have noticed the subtotal and total buttons on the tab that make it simple to turn everything on or off.  Unfortunately, there is no way to change the default setting in Excel 2007.  Also, Jensen Harris has a series of articles on usability testing in Office here: https://blogs.msdn.com/jensenh/archive/category/11726.aspx.  The articles focus on the ribbon, but the work Jensen describes is relevant to testing we do across the Office applications.

Tianwei, the formats do indeed “stick”.  I think you will find it behaves as you expect.  Not showing page fields was a mistake on my part – I will post some in the next post; let me know what you think.  I am not 100% sure I understand what you are asking in your third point – feel free to send me an email.

Colin, thanks for pointing out the content in previous posts.

Mike, this feature is still available, though it is a bit more hidden.  I will have someone follow up with you.

# Charting II – Professional charts, made easy (continued) + Excel 2007 keyboard access model …

Wednesday, April 12, 2006 8:21 PM by Microsoft Excel 2007 (nee Excel 12)
Keyboard Access
Today I want to start with a link to Jensen&amp;nbsp;Harris'&amp;nbsp;UI blog, where Jensen...
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