Applying Separate Conditional Formatting Rules to Different Pivot Table Row Label Sections: High Priority vs. Normal Priority
Pivot tables are a powerful tool in Microsoft Excel that allows users to quickly summarize and analyze large data sets. One of the key features of pivot tables is the ability to apply conditional formatting rules to cells based on specific criteria. In this article, we will explore how to apply different sets of conditional formatting rules to different sections of a pivot table row label, specifically focusing on the High Priority and Normal Priority sections.
Understanding Pivot Table Row Labels
Before we dive into the specifics of applying conditional formatting rules to different sections of a pivot table row label, it is important to understand what a pivot table row label is and how it works. A pivot table row label is a field that is placed at the bottom of the pivot table, which displays the unique values of that field. For example, if you have a pivot table that displays sales data by region, the region field would be the row label.
Setting Up the Pivot Table
To begin, let's set up a simple pivot table using the following data set:
| Task | Priority | Due Date | Assigned To | Status | Hours | |
|---|---|---|---|---|---|---|
| Design | High | 2022-01-05 | John | In Progress | Mike | 8 |
| Code | Normal | 2022-01-10 | John | Not Started | Mike | 16 |
| Test | High | 2022-01-12 | John | Not Started | Mike | 4 |
| Review | Normal | 2022-01-15 | John | Not Started | Mike | 4 |
In this example, we will create a pivot table that displays the total hours worked on tasks, grouped by priority. To do this, we will place the Priority field in the pivot table's Row Labels section and the Hours field in the Values section. The resulting pivot table should look like this:
Row Labels
Sum of Hours
High
12
Normal
20
Applying Conditional Formatting Rules
Now that we have our pivot table set up, we can begin applying conditional formatting rules to the different sections of the row label. In this example, we will apply a red fill color to the High Priority section and a yellow fill color to the Normal Priority section. To do this, follow these steps:
- Select the cells in the
Row Labelssection of the pivot table. - Click on the
Conditional Formattingbutton in theHometab of the Excel ribbon. - Select
New Rulefrom the drop-down menu. - In the
New Formatting Ruledialog box, select theFormat only cells that containoption. - In the
Format only cells withdrop-down menu, selectCell Value. - In the
Operatordrop-down menu, selectequal to. - In the
Valuefield, enter the wordHigh. - Click on the
Formatbutton to specify the formatting for theHigh Prioritysection. - In the
Format Cellsdialog box, select theFilltab. - Select the red fill color and click
OK. - Click
OKagain to close theNew Formatting Ruledialog box. - Repeat steps 3-11 for the
Normal Prioritysection, using a yellow fill color instead.
The resulting pivot table should now have different fill colors for the High Priority and Normal Priority sections:
Row Labels
Sum of Hours
High
12
Normal
20
In this article, we have explored how to apply different sets of conditional formatting rules to different sections of a pivot table row label, specifically focusing on the High Priority and Normal Priority sections. By following the steps outlined in this article, you can quickly and easily add visual cues to your pivot tables, making it easier to identify important data points and trends.