Report Builder to Pivot Table Formatting

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Confusedatwork3
Posts: 2
Joined: Mon May 01, 2017 7:34 am

Report Builder to Pivot Table Formatting

Postby Confusedatwork3 » Mon May 01, 2017 7:37 am

No matter what I do, I cant seem to maintain formatting of a table when refreshing a Jet Report.

I used the report wizard, modified all my raw data to the cell format I want... then when I put it in a Pivot table it goes back to numbers, instead of dollars?

Any thoughts?

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HPDeskJet
Jet Reports Certified Professional
Posts: 442
Joined: Wed May 26, 2010 3:40 pm

Re: Report Builder to Pivot Table Formatting

Postby HPDeskJet » Mon May 01, 2017 9:26 am

Hello -

You'll want to format your pivot table.

For example...

I created an Excel table where my values are listed as currency:
Pivot1.png
Pivot1.png (5.57 KiB) Viewed 139 times
Then I created a pivot table based on that Excel table:
Pivot2.png
(note that the formatting from the Excel table is *not* reflected).

Next, I click on the sum that is listed in Values section and select Value Field Settings...
Pivot3.png
Then I click the Number Format button
Pivot4.png
and select the format I want
Pivot5.png
Pivot5.png (27.26 KiB) Viewed 139 times
This updates the pivot table:
Pivot6.png
-HP
_______________________
Jet 2015 Certified Trainer

Confusedatwork3
Posts: 2
Joined: Mon May 01, 2017 7:34 am

Re: Report Builder to Pivot Table Formatting

Postby Confusedatwork3 » Mon May 01, 2017 10:02 am

What about the ones that aren't in the Values sections?

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HPDeskJet
Jet Reports Certified Professional
Posts: 442
Joined: Wed May 26, 2010 3:40 pm

Re: Report Builder to Pivot Table Formatting

Postby HPDeskJet » Mon May 01, 2017 12:19 pm

When I place my Amount data in either the Columns or Rows section of the pivot table, the formatting from my table comes through:
pivot7.png
Keep in mind that the NL(Table) function only returns the data from your database, and that data does not contain any such formatting. Once a report is refreshed, new data is brought in and any formatting you applied will be lost.
-HP
_______________________
Jet 2015 Certified Trainer


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