Hi Everyone,
I'm sure this is easy I just haven't figured it out yet. I've got actual and budget margin data as columns in a pivot table with a number of product lines as rows and a calculated field showing which product lines are ahead and behind their individual budgets. I've setup a 3-color scale conditional format with green, no color and red which is highlighting results in the column based on far over or under budget they were with 0 as the mid-point. I also setup the formatting to be dynamic so that when other fields (customer, sales person, etc.) are added to the pivot table the formatting will work in the new column.
My issue is that the grand totals are being included in the compare and formatting, so if I have 4 product lines that add up to $1,000,000 over budget the grand total will be bright green as if it was the most over budget product line and the other numbers will be closer to no color or red based on the million instead of each other. How can I get my conditional format in the pivot table to be both dynamic like it is now, and to ignore the grand total?
Hopefully this makes sense.
Currently
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Want to be
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Thanks!
JZ
I'm sure this is easy I just haven't figured it out yet. I've got actual and budget margin data as columns in a pivot table with a number of product lines as rows and a calculated field showing which product lines are ahead and behind their individual budgets. I've setup a 3-color scale conditional format with green, no color and red which is highlighting results in the column based on far over or under budget they were with 0 as the mid-point. I also setup the formatting to be dynamic so that when other fields (customer, sales person, etc.) are added to the pivot table the formatting will work in the new column.
My issue is that the grand totals are being included in the compare and formatting, so if I have 4 product lines that add up to $1,000,000 over budget the grand total will be bright green as if it was the most over budget product line and the other numbers will be closer to no color or red based on the million instead of each other. How can I get my conditional format in the pivot table to be both dynamic like it is now, and to ignore the grand total?
Hopefully this makes sense.
Currently
Product Line | Budget | Actual | Difference |
A | 250,000 | 100,000 | (150,000) |
B | 250,000 | 500,000 | 250,000 |
C | 250,000 | 1,000,000 | 750,000 |
D | 250,000 | 400,000 | 150,000 |
Grand | 1,000,000 | 2,000,000 | 1,000,000 |
<tbody>
</tbody>
Want to be
<tbody> </tbody> |
<tbody>
</tbody>
Thanks!
JZ