You know that pivot table is one of the most important tools to analyze and summarize data.
You can create instant reports using pivot tables.
And to make it more appealing...
...you can apply conditional formatting to a pivot table.
Just look at below where I have applied conditional formatting in a pivot table to highlight cells.
It will highlight city which has the highest amount and a city which has the lowest amount when you filter any states with slicer.
And today in this post, you will learn how to apply conditional formatting to a pivot table and all the possible way to use it.
NOTE: pivot tables are one of the INTERMEDIATE EXCEL SKILLS and applying conditional formatting to a pivot table is one of the ADVANCED PIVOT TABLE SKILLS.
Steps to Apply Conditional Formatting to a Pivot Table
Applying conditional formatting in a pivot table seems tricky at first sight but actually, it’s simple and easy.
In below pivot table, you need to apply “3-Color Scales” on “Month” values.
Let’s follow these steps.
- First of all, select any of the cells which have month value.
- Then, go to Home Tab → Styles → Conditional Formatting → New Rule
- Here, you will get a pop-up window to apply conditional formatting to the pivot table.
- In this pop-up window, you have three different options to apply conditional formatting in pivot table.
- Selected Cell: Use this option to apply conditional formatting only to the selected cell.
- All Cells Showing “Amount” Values: All the cells which have amount values.
- All Cells Showing “Amount” Values For “Month”: All cells which have amount values but only for months.
- Select All Cells Showing “Amount” values for “Month”.
- In “Edit the Rule Description” select 3-Color Scale.
- Change type of minimum, midpoint, and maximum to percent. After that choose a color for all three.
- In the end, click OK.
On the above pivot table, you have applied 3-color formatting to the cells having a monthly amount.
Using this formatting you can easily analyze that which month has more revenue than other.
Examples: Apply Conditional Formatting in a Pivot Table
Using conditional formatting in a pivot table is a smart move and you can use it in different ways.
Here is a list of some examples which you can learn and apply in your work instantly.
1. Dynamic Conditional Formatting With Filters
When you use conditional formatting in your pivot it works as dynamic formatting.
Whenever you filter values or change data, it will automatically get updated with that change.
In above pivot table, you have applied conditional formatting to highlight the cell with the highest value.
When you click on 2014, Product-B has the highest sales quantity and when for 2015, Product-C has highest sales quantity.
Every time when you filter your pivot table it will automatically consider the current values and apply the formatting rule on it.
2. Apply Conditional Formatting on a Single Row in a Pivot Table
In below pivot table, you have a product wise and week wise sales data.
And, here you need to highlight cell which has the highest sales quantity for a particular product.
- Select any of the cells.
- Go to Home Tab → Styles → Conditional Formatting → New Rule.
- From rule to, select the third option.
- And, from “select a rule” type select “Format only top or bottom” ranked values.
- In edit rule description, enter 1 in the input box and from the drop-down menu select “each Column Group“.
- Apply formatting you want.
- Click OK.
When you select “each Column group” (Rows) conditional formatting will compare values only from a row.
If you want to apply this rule to columns instead of rows you can select “each Rows group” from rule description.
And, if you want to apply the rule on all cells, just select “all values” from the drop down list.
3. Conditional Formatting in a Pivot Table Based on Another Cell
In the below pivot table, you need to apply data bars.
But here is a twist:
You have a target value in a different cell and you need to apply data bars comparing to that targe