Extending pivot tables with Conditional Formatting

Extending pivot tables with Conditional Formatting

header pivots

Because pivot tables exist as values in cells once you have created them you can then apply conditional formatting to their results to further clarify their summaries for your viewers.
In this example I have created a pivot table with a calculated field for ‘Owing’.

 

pivot 1

Conditional formatting of cell data typically adds a visual aspect to the cells based on a condition of its contents. The condition, also called a rule, will automatically change a visual feature of the cell such as its fill colour, font colour or one of a number of template indicators such as traffic lights, direction arrows, data bars and so on.

Rules can also be written manually but here I am using a simple colour scale to indicate the scale of the amount owing.

To apply conditional formatting to these cells:

  1. Highlight the data (not the headings) in the ‘Owing’ column
  2. Go to HOME > Conditional Formatting > Color Scales then select one that suits e.g. ‘Red-white color scale’

 

pivot 2

Here is the result of this simple step.

 

pivot 3


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