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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.

OccasionalDifficulty 1200 · Proficient
Practice · 2 questions →

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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