Pivot Table Conditional Formatting - Totals, Subtotals, and Values

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🎯 Don't add conditional formatting to your pivot table before you see this! Keep your conditional formats away from totals and subtotals with this technique.
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📒 Pivot Table conditional formatting is slightly different from a standard conditional format. In this video you will learn how to apply conditional formatting to Pivot Table values in Excel in the correct way. Often people report that Pivot Table conditional formatting disappears, disappears on refresh or that the Pivot Table conditional formatting is not working. This is usually due to the way you apply conditional formatting to a Pivot Table. Conditional formatting Pivot Table subtotals or conditional formatting Pivot Table totals will not apply color formatting to the data in the Pivot Table. If you want to change Pivot Table colour formatting using conditional formatting and give your data color coding you need to select the actual data before you apply the Pivot Table color format. This is the only way to apply conditional formatting to a Pivot Table and exclude grand totals, otherwise the whole pivot table will be formatted and totals will form part of the pivotable conditional formatting. This can sometimes be the reason for the error message saying cannot change this part of a Pivot Table when enhancing Pivot Tables colour format using conditional formatting.
I'll show you how to apply conditional formatting to a pivot table correctly. I cover conditional formatting pivot table totals, conditional formatting pivot table subtotals, and how to apply conditional formatting to pivot table values in Excel.
Pivot table conditional formatting can be used to change pivot table color formatting and highlight areas of interest in the pivot table. For example, in this video I show you how to highlight all loss making products with a red background.
One key issue with conditional formatting in PivotTables is that you can often end up including totals and subtotals when you don't want to. In order to apply conditional formatting to pivot tables you need to ensure you have selected the item type in the pivot table you want formatted. For example, select a subtotal for conditional formatting of pivot table subtotals, or select a main value to apply conditional formatting to pivot table values only.
When pivot table conditional formatting is not working it is often that the wrong option has been chosen, such as to only apply the format to the one value that happened to be selected at the time the formatting was applied. It can also look like pivot table conditional formatting disappears when this happens. this is dealt with in this video.
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📖 I want to show how you go about applying conditional formatting to pivot tables because one of the things that can go wrong straight away is it starts doing conditional formatting of subtotals. What really matters is where you start when you apply the conditional formatting, so which cell is highlighted. If I just happen to be on one of the subtotals and I apply conditional formatting, that will just do that one cell as things stand, but you'll see next to it you get this little icon here, and if you click down on here, apply formatting to, for example, all cells showing sum of sales. If you do that, you'll see that it includes the grand total. So the green number is obviously the grand total of everything which makes everything else look look quite bad. You can't really tell what's going on for it all. If I am on a normal number of any sort this one then excludes any totals as a genuine color grading or heat map of sales, which is much more likely to be what we're going after in the first place... so absolutely key you pick on the right thing before you start adding your conditional format.
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[@CANONinDEVIN]

Very helpful vs reformatting each values individually upon a refresh. Thanks!

[@Up4Excel]

Glad it was helpful for you 👍

[@wayneedmondson1065]

Thanks John. Great formatting tips. Thanks for sharing. Thumbs up!!

[@Up4Excel]

My pleasure Wayne 👍

[@Up4Excel]

📗 Download Workbook: »» cutt.ly/up4excel1927MFD​ 🎯 Don't add conditional formatting to your pivot table before you see this! Keep your conditional formats away from totals and subtotals with this technique.

[@johnborg5419]

Thanks john. Very Informative!! : )

[@Up4Excel]

Glad you enjoyed it John 👍