Here I show you a couple of way that you can do this.Conditional formatting is a huge feature and with the new 2007/2010 rules it's easier than ever to implement.I want to put these issues to bed so you can go out and use a Pivot Table to analyze lots of data and create interactive Dashboards with key business metrics, rather than worry about these small nuances.So in this quick tutorial I will show you hoe to:1 ~ Sum rather than Count;2 ~ Fixed Number Formats;3 ~ Automatic Refresh! This usually happens when you download data from your ERP or external system and it throws in numbers that are formatted as text e.g. Sometimes you will need to locate the Pivot Table that has the Grouped values.Throughout these 15 tips to conditional formatting, we’ll be using a sample file.This sample file has been created specifically for this guide, so we highly urge you to download it and try out the things we show you! Example: Let’s say you have an inventory list, with multiple items and their corresponding quantity in stock.Not only does it make your spreadsheet look awesome, it also enables you to make sense of your data and spot important cues in the blink of an eye.We’re about to show you exactly how in 15 step-by-step tips to conditional formatting.
When doing so, you might work harder than necessary, if you don't know these three tips: Occasionally, you'll want to apply different conditions to the same range.When you create a new Pivot Table it will always format the cells without any commas or decimal points, which is very hard to read, especially if you have positive and negative numbers that go into the millions. Choose the Number category and select the format that you want, then press OK: Your Pivot Table is now formatted!You can now drop in more Values fields (like TRANSACTIONS numbers) in the Values area and it will also keep the same formatting: You can also copy and paste this Pivot Table and rearrange it and the formatting will still be kept! Refreshing a Pivot Table can be tricky for some users.Note: This method will not only copy the conditional formatting, but also other view settings, such as columns, sorting criteria, filter criteria, etc.I have shown my Pivot Table webinar to over 40,000 people over the last couple of years and I continually get the same questions from my webinar attendees regarding the little issues they have when using a Pivot Table.