EventPro Software User Manual

1.Right-click anywhere in the Data Items section of the Pivot Grid.

If you want the Highlight Rules to only apply to a segment of the cells, select the cells you want to include. For example, if you don't want the highlighting applied to the Grand Total Rows and Column, you can just select the rest of the cells you want to include, and right-click in the selected area.

In our example, we have selected all of the Data Items, but not the Grand Total Row or Column.

2.Select Format Rules > Highlight Cells, and choose an option.

In our example, we are going to use the Greater Than option to highlight values that exceed our "goal amount", and Less Than option to highlight values that drop below our "warning amount".

3.In the Greater Than window, we have indicated that we want to format cells that are greater than 100,000 with Green Fill.  You can use the drop-down list to select from a variety of options.

Because we have a specific section of cells selected, and we only want the formatting to apply to them, we will leave the Apply Only to Specific Level checkbox checked.

4.Right-click the selected cells again, and choose Format Rules > Highlight Cells > Less Than.  

In the Less Than window, we have indicated that we want to format cells that are less than 2,000 with Red Fill, and again, check the Apply Only to Specific Level checkbox.

5.In the resulting Pivot Grid, values that have exceeded our "goal amount" of $100,000 are highlighted green, while values that dropped below our "warning amount" are highlighted red.

6.If we wanted to apply the highlighting to all of the cells in the Pivot Grid, we wouldn't have selected any specific cells, and we would uncheck the Apply Only to Specific Level checkbox.  The resulting highlighting would look like this:

1.Right-click anywhere in the Data Items section of the Pivot Grid.

2.Select Format Rules > Top/Bottom Rules, and choose the option you want to use.  

In our example, we are going to apply formatting to the Top 10% and the Bottom 10%.

Note that the number 10 is used by default for the Top/Bottom 10, and Top/Bottom 10%, but you will be able to change that number/percentage in the next step.

3.We start by selecting the Top 10% option.

In the Top 10% window, we will leave the percentage at 10%, and we will format the cells with Green Bold Text.  You can select a variety of formatting options from the drop-down if you prefer something else.

4.Right-click in the Data Item cells again, and choose Format Rules > Top/Bottom Rules > Bottom 10%.

In the Bottom 10% window, we will leave the percentage at 10%, and format the cells with Red Bold Text.

5.The resulting Pivot Grid with formatting looks like this:

1.Right-click anywhere in the Data Items section of the Pivot Grid.

2.Select Format Rules > Data Bars, and choose the option you want to use.  There are a variety of colors to choose from in Gradient Fill and Solid Fill.

In our example, we have selected Light Blue Data Bar.

3.The resulting Pivot Grid formatting looks like this:

From the length of the blue data bars, we can quickly identify the highest values.

1.Right-click anywhere in the Data Items section of the Pivot Grid.

2.Select Format Rules > Color Scales, and select the option you want to use.

There are a variety of color schemes to choose from.  The color gradient will be applied to the range of cells, and the color of an individual cell indicates where its value falls in the range.

3.We have selected the White - Green color scale. The resulting Pivot Grid formatting looks like this:

According to the White - Green color scale we selected, the darker the green of the cell, the higher the value.

4.If this conditional formatting is not giving the visual results you want, e.g. so many of the cells are the same color that there's no visual significance, remember that you can adjust specifications under Manage Rules.

For Color Scales in particular, you may need to adjust the points at which the colors change over, and possibly even reverse the color scheme.

a.For example, the default Green-White-Red color scale highlights the highest values in red and the lowest values in green.

b.Some people using this Color Scale may want to reverse the color scheme so that the lowest values would be highlighted red, and the highest values would be highlighted green.

1.Right-click anywhere in the Data Items section of the Pivot Grid.

2.Select Format Rules > Icon Sets, and select the option you want to use. There are different types of Ratings, Directional arrows, Shapes, Symbols and Positive/Negative indicators.  If you hover over a icon set, you can see the default classification ranges set for values.  For example, if you hover over 4 Arrows (Colored), you can read that the default ranges are set at greater than/equal to 75%, 50%, 25% and 0%.

In our example, we selected the 3 Signs option under Shapes.

3.The resulting Pivot Grid formatting looks like this:

4.If this conditional formatting is not giving the visual results you want, e.g. so many of the cells have the same icon that there's no visual significance, remember that you can adjust specifications under Manage Rules. For Icon Sets in particular, you may need to adjust the points at which the icons change from one to another.

NOTE: If you want to remove just one of the Rules, see Manage Rules below.

1.To clear all of the formatting rules from the Pivot Grid, right-click anywhere in the Data Item cells, and select one of the Clear Rules options.

1.Right-click anywhere in the Data Item cells, and select Manage Rules.

2.The Conditional Formatting Rules Manager window appears, listing all of the rules currently applied to the Pivot Grid.

If applicable, use the Show Formatting Rules For drop-down to select which rules you want to view.

3.To remove a formatting rule from the Pivot Grid, select the relevant Rule in the grid, and click Delete Rule.

4.To edit a formatting rule, select the Rule you want to edit, and click Edit Rule.

5.The Edit Formatting Rule window appears.  

This editing window will look different, depending on the type of formatting rule you are editing.

Make the changes you require for the formatting rule.

a.Editing a Highlight Cell Rule:

b.Editing a Top/Bottom Rule:

c.Editing a Data Bar Rule:

d.Editing a Color Scale Rule:

e.Editing an Icon Set Rule:

6.When you are done making changes in the editing window, click OK.

7.Back in the Conditional Formatting Rules Manager window, click Apply, and then OK to return to the Pivot Grid.