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Pivot tables · Layout
Conditional formatting in a pivot
Data bars or color scales that apply to all cells of a value field and survive refresh.
When to use it
Data bars, color scales, and icon sets can be applied to a value field so that they cover every cell showing that field and survive refresh and re-sorting.
The shape of it
- How
Select a value cell, apply the rule, then use the small formatting options icon to apply to all cells showing that field.
Worked examples
Data bars on a field
Select a value cell, Home, Conditional Formatting, Data Bars → Bars in that cell; click the small icon that appears and choose "All cells showing Sum of Sales values"
Apply to the whole field.
Heatmap
Conditional Formatting, Color Scales, on the field → A heatmap across the cross-tab
Spot highs and lows.
Top items
Conditional Formatting, Top/Bottom Rules, Top 10 Items → The biggest cells highlighted
Exceptions.
Worth knowing
- The scope options: selected cells, all cells showing the field, or all cells showing the field for a specific row/column combination.
- Field-scoped rules survive refresh; cell-scoped ones do not.
- Manage Rules shows the pivot scope for each rule.
Where it goes wrong
- Rules applied to selected cells break when the pivot grows.
- Color scales over totals and details together distort the scale; exclude totals.
Related
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