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MS Office Forum / Excel / New Users / April 2007

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Excel 2007 pivot tables and conditional formatting

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ilia - 02 Apr 2007 21:13 GMT
I'm trying to work out this problem, and wanted to see if others have
come up with a solution.

What I have is a pivot table report in Excel 2007, which shows a pay
period and amounts paid in overtime for each employee.  The list is
grouped by department.  Here is an example:

Dept         Name               OT Amount
200000     Smith, John        $1,900.00
              Jones, Jack         $525.00
              Busch, David       $1,275.00
200000 total                      $3,700.00

There are 9 non-exempt departments.  What I want to do is set up a
data bar that shows who gets paid most in overtime, to assist managers
in controlling overtime scheduling.  Here is the problem: two of the
departments have built-in (i.e. regularly scheduled) overtime, and so
they will normally have this.  Other departments, on the other hand,
should not be using any overtime at all - their amounts are generally
very low (like $50 per employee, and even less on average).

Therefore, I cannot apply the formatting rule to the entire pivot
table (that would negate the benefit of visual comparison for non-
overtime departments).  The alternative - doing it the old way - is
highlighting each range (for each department separately) instead of
using a pivot table rule.  One benefit of this is, of course, that I
can use different color bars for different departments.  However,
because staffing changes, this creates a lot of manual work, which
doesn't bother me but a pain for our Controller and CFO.

So... what I'm trying to do is:
1. Use a table-wide formatting rule for data bar
2. Base the "shortest bar" on a number generated by a formula along
the lines of GETPIVOTDATA("Min of OT Amount",$A
$4,"Department","200000")
3. Base the "longest bar" on a similar formula for maximum.

Right now I'm struggling with making this at least a semi-automated
process.  Anyone have ideas or suggestions?  Perhaps I should be using
a shortest/longest number value using a database function from the
source table instead?  Of course I could always generate a separate
report for each department, but at this point it's an academic
curiosity.
Roger Govier - 03 Apr 2007 09:05 GMT
Hi

With XL2007, you can have multiple subtotals.
In the Row Label area of the Pivot Table Field list (where you now set
up layout),
click on Dept>last item in list Field Settings.
On the Subtotals and Filters tab, choose Custom and click on Sum and
Max>OK
Now you will see the Max value of OT underneath Total for each Dept.

Perhaps this will help you.

I am indebted to Debra Dalgleish for pointing out this functionality to
me.

Signature

Regards

Roger Govier

> I'm trying to work out this problem, and wanted to see if others have
> come up with a solution.
[quoted text clipped - 39 lines]
> report for each department, but at this point it's an academic
> curiosity.
ilia - 04 Apr 2007 15:24 GMT
On Apr 3, 4:05 am, "Roger Govier" <r...@technologyNOSPAM4u.co.uk>
wrote:
> Hi
>
[quoted text clipped - 61 lines]
>
> - Show quoted text -

Yes I understand this, in fact in 2003 you could do this also.  But
now I'm stuck on the GETPIVOT function that would allow me to use the
min and max in the conditional formatting section.  What I need is
each department's data bar length to be based on the min and max
values for that department, not the entire row field.  And I'm trying
to see whether this is possible.  Perhaps I just need to brush up on
my pivot functions.

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