High Impact Excel: Answers to Three Pivot Table Questions

2. Lisa, a financial analyst, asked: “You showed us a way to change the look of the pivot table to mirror the old Excel 2003 format (displaying subtotals at the bottom of the pivot table data rather than at the top). Is there a way to set newer versions of Excel to default to this setting so it doesn't have to be changed every time?”

Unfortunately, you cannot force subtotals to always appear at the bottom of each group unless you create the pivot table in an .XLS workbook. This is the old file format that is compatible with Excel 97-2003. Figure 2 shows the default format for pivot tables in Excel 2007 and later, which is known as "compact form," as well as the manual steps required to reposition subtotals.

 

Figure 2: Subtotals appear at the top of each group by default in Excel 2007 and later, but you can manually reposition subtotals to the bottom.


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