Copy a Pivot Table Custom Style to Different Workbook

How can you copy a pivot table custom style to a different workbook? There isn’t a built-in way to do that, but there is a workaround solution. There are instructions that worked in Excel 2013, and earlier versions (way back to Excel 2007). Those stopped working, unfortunately, but there’s an easy way to do this in Excel 2016 too.

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Problem Grouping Pivot Table Items

If you try to group pivot table items in Excel, you might get an error message that says, “Cannot group that selection.” For older versions of Excel, if you had a problem grouping pivot table items, it was usually caused by blank cells, or text in number/date fields. For Excel 2013 and later, there’s another thing that can prevent you from grouping.

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Scroll Through Filter Items in Excel Table

To see specific data in an Excel Table, you can select an item from the drop down filter in a column heading. Someone asked me if there was a way to scroll through the items, instead of opening the filter list each time. This technique uses a pivot table, which could be hidden on a different sheet, and a spin button, to go up or down in the list of items.

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Compare Pivot Table Values As Percentages

As you know, pivot tables are a quick and easy way to summarize a huge table of data in Excel. With just a few clicks, you can create totals for thousands of rows of data, without writing a single formula. Then, with filters and Slicers, zero in on specific parts of the data. But there’s an underused feature that you might be missing – do you know how to compare pivot table values as percentages?

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Compare Weekdays in Fiscal Year Summary

In the retail businesses, some days of the week are busier than others. So, if you’re looking at year over year sales, it’s not too helpful to compare sales for a specific calendar date, because they’ll fall on different weekdays. With a few calculations, you can set up a summary that lines up the weekdays, so you can get a better comparison.

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