Conditional Formatting in Pivot Table in Excel based on text field - excel

Question

I would like to color code a pivot table based on a text field within the data.
This is a mock up, as I'm at a loss as to how this can be done. One of the tricky parts is that you can't actually display the text field that is the basis for the color.
Thank you,
Neil
Contract
Month
PayStatus
Payment
1
Jan-21
Complete
90
2
Jan-21
Complete
95
3
Jan-21
Complete
93
4
Jan-21
Complete
94
1
Feb-21
Pending
91
2
Feb-21
Complete
95
3
Feb-21
Complete
92
4
Feb-21
Complete
94
2
Mar-21
Complete
96
3
Mar-21
Pending
93
4
Mar-21
Pending
94
2
Apr-21
Complete
95
3
Apr-21
Pending
94
Mock-up Pivot Mock-up (color coded)

Answer 1

You still don't need to use VBA to get the results you're looking for, but there is a little work to do in order to set it up. The solution is to use Conditional Formatting in which the formula is VLOOKUP. To make it work, you need to modify your table slightly.
VLOOKUP works by finding a unique value in the first column of a table or range. The first column values in your table are not unique, nor are the values in the second column. But if you combine the first and second columns, you can create a unique value. A column must be added to the left of your data to create this unique value:
The formula in Column A combines the values in columns B and C:
=B2&"+"&TEXT(C2,"mmm")
(There's a reason to format the date as just the Month, more later)
What we're ultimately looking for in your formatting rules is when any value in the pivot table, for a given month and contract, matches either "Complete" or "Pending". Because we've set up the data with the helper column, we can now create a `VLOOKUP' that can work for us. So we need a formula that does this:
VLOOKUP(unique value based on month and contract,get the pay status) = "Complete"
VLOOKUP(unique value based on month and contract,get the pay status) = "Pending"
The formula in the VLOOKUP has to reference back to the source data (when it's inside the pivot table). In order to lookup that unique value, we have to create it by combining values from the pivot table. If the VLOOKUP formula was in Cell B6 in the pivot table:
Then the formula will be:
=VLOOKUP($A6&"+"&B$4,Sheet1!$A$1:$E$14,4,FALSE)="Complete"
Notice how the "lookup value" is not a single cell, but we're creating the same unique string/value in the helper column.
In your pivot table, click in the values area ("Sum of Payment") in Cell B6, then select Home -->Conditional Formatting-->Manage Rules. Next "Add New Rule" and then make sure your rule looks like this:
Create a second rule in the same manner and apply it to the pivot table.