Conditional Formatting in PivotTables

Written by Allen Wyatt (last updated February 13, 2021)

David is wondering if it is possible to apply conditional formatting to PivotTables. He would like to use conditional formatting so that when a table is refreshed the conditional formatting is applied to the new data in the PivotTable.

There is nothing that we have found that stops conditional formatting from being applied to a PivotTable. After creating the PivotTable you can apply the conditional formatting and it should work just fine. The problem, however, comes when you refresh the PivotTable and the refreshing results in the PivotTable being enlarged. In that case Excel expands the PivotTable into cells not previously used by the table. These cells also have no conditional formatting applied, so Excel doesn't know that it should apply it.

You can get around this problem by making sure that you apply conditional formatting to more than just the cells presently visible in the PivotTable. You should select a larger range of cells (including those outside the current PivotTable) and apply conditional formatting to that expanded range. In this way Excel can "retain" that formatting as it expands the PivotTable during a refresh.

The obvious problem with this approach, however, is that the flexibility of the conditional formatting is seriously hampered. If you have several conditional formats applied to the PivotTable, and those formats are not the same as each other, then how can you effectively apply those formats to an expanded cell range? Unfortunately there is no good answer to this possibility.

ExcelTips is your source for cost-effective Microsoft Excel training. This tip (7002) applies to Microsoft Excel 97, 2000, 2002, and 2003.

Author Bio

Allen Wyatt

With more than 50 non-fiction books and numerous magazine articles to his credit, Allen Wyatt is an internationally recognized author. He is president of Sharon Parq Associates, a computer and publishing services company. ...

MORE FROM ALLEN

Moving Footnote References Using Find and Replace

When you are editing a document, you may need to modify where the author placed footnotes relative to surrounding ...

Discover More

Using Tags with Document Files

Tags are a way for you to store keywords or metadata with your document files. They can be helpful when you are trying to ...

Discover More

Enhancing Word Documents with Dynamic Fields

Add a field to your document and you add dynamic content. Word provides a wide variety of fields that can be used in a ...

Discover More

Program Successfully in Excel! This guide will provide you with all the information you need to automate any task in Excel and save time and effort. Learn how to extend Excel's functionality with VBA to create solutions not possible with the standard features. Includes latest information for Excel 2024 and Microsoft 365. Check out Mastering Excel VBA Programming today!

More ExcelTips (menu)

Setting Stable Column Widths in a PivotTable

When you update a PivotTable, Excel can take liberties with any formatting you previously applied to the PivotTable. ...

Discover More

Weighted Averages in a PivotTable

PivotTables are used to boil down huge data sets into something you can more easily understand. They are very good simple ...

Discover More

Error in Linked PivotTable Value

Excel allows you to link to values in other workbooks, even if those values are in PivotTables. However, Excel may ...

Discover More
Subscribe

FREE SERVICE: Get tips like this every week in ExcelTips, a free productivity newsletter. Enter your address and click "Subscribe."

View most recent newsletter.

Comments

If you would like to add an image to your comment (not an avatar, but an image to help in making the point of your comment), include the characters [{fig}] (all 7 characters, in the sequence shown) in your comment text. You’ll be prompted to upload your image when you submit the comment. Maximum image size is 6Mpixels. Images larger than 600px wide or 1000px tall will be reduced. Up to three images may be included in a comment. All images are subject to review. Commenting privileges may be curtailed if inappropriate images are posted.

What is four more than 0?

There are currently no comments for this tip. (Be the first to leave your comment—just use the simple form above!)


This Site

Got a version of Excel that uses the menu interface (Excel 97, Excel 2000, Excel 2002, or Excel 2003)? This site is for you! If you use a later version of Excel, visit our ExcelTips site focusing on the ribbon interface.

Newest Tips
Subscribe

FREE SERVICE: Get tips like this every week in ExcelTips, a free productivity newsletter. Enter your address and click "Subscribe."

(Your e-mail address is not shared with anyone, ever.)

View the most recent newsletter.