Configure Pivot Table Formatting

The Activity Pivot Tables screen provides pivot report functions for underground planners. You can format your pivot report display to highlight areas that meet certain criteria.

Activity Steps

Configure a pivot report using the Activity Pivot Tables screen.
Right-click any cell in the table.

Note: table formatting persists for the current screen session only.
To configure table cell highlighting based on numeric comparison:
1. Select Temporary Conditional Formatting >> Highlight Cells Rules and pick an option.
  - Greater than - Enter a numeric value, above which cells highlight.
  - Less than - Cells below the nominated value highlight.
  - Between - Enter a numeric range to highlight cells.
  - Equal to - Highlight cells with a specific value.
  - Text that contains - Highlight all cells where characters match those specified.
  - Custom condition - Use the Custom Condition pop up to configure a criterion involving one or more rules. Rule can be configured using the Custom Condition Editor.
2. Select a highlight format to apply to cells passing the specified condition(s) using the with list. Various preset highlight formats are listed or choose Custom Format... to create a custom highlight using the Custom Format screen.
To set highlight for the highest or lowest value(s) in the table:
1. Right click the table and select Temporary Conditional Formatting >>Top/Bottom Rules and pick an option.
  - Top 10 items - highlight the 10 highest values on display.
  - Top 10% - highlight the top 10% of values only.
  - Bottom 10 items
  - Bottom 10%
  - Above average - highlight values above the mean average for the set (excluding summary totals).
  - Below average
2. Select a highlight format to apply to cells passing the specified condition(s) using the with list. Various preset highlight formats are listed or choose Custom Format... to create a custom highlight using the Custom Format screen.
To set a gradient fill in each cell that extends based on its value:
1. Right click the table and select Temporary Conditional Formatting >>Data Bars and pick an option.
  - A Gradient Fill gradually fades from left to right. The bar extends only to a proportional width of the cell, considering the range of values displayed.
  - A Solid Fill does the same, but applies a solid colour
To use icons to highlight cell values:
1. Right click the table and select Temporary Conditional Formatting >>Icon Sets and pick an option.
  - Directional - arrow indicators that reflect a value's position in the low-high range based on an arrow direction and, optionally, colour.
  - Shapes - primitive shapes and colours indicating a values relative magnitude.
  - Indicators - simple shapes and colours.
  - Ratings - simple rating graphics in either 4- or 5-icon sets
  - Positive/Negative - representing a value being above or below the mean average of the set.
To remove formatting from the table:
1. Right click the table and select Temporary Conditional Formatting >>Remove Rules and pick an option.
  - To remove all formatting from the table, select Clear Rules from All Measures.
  - To remove formatting only from the pivoted data (not summary values), select Clear Rules from this Intersection.
  - To remove formatting only from summary totals, select Clear Rules from this Measure.
To configure all existing formatting rules in one place:
1. Right click the table and select Temporary Conditional Formatting >>Manage Rules.
  
  The Conditional Formatting Rules Manager displays.
2. To change the basic rule type for an existing rule:
  1. Double click either the Rule or Format cell for that rule.
    
    The Edit Formatting Rule screen displays
    
    Tip: you can also select Edit Rule... to display the Edit Formatting Rule screen.
  2. Change the Rule Type, if required.
  3. Change the rule logic using options in the Format only cells with group.
  4. Check the format Preview and edit as necessary. Select Format to display the Format Cells pop up.
3. Change the pivot data (Measure), Column or Row to change the value(s) to which the formatting will apply.
4. Enable or disable the rule (without deleting it) using IsEnabled.
5. Create a new rule using New Rule... to display the New Formatting Rule screen.
6. Adjust the order a rule appears in the table and us Up and Down to reposition it.
  
  Note: formatting rules are applied in a top-bottom table order.
7. Filter the displayed rules to only show rules relating to a particular attribute by expanding the Show formatting rules for list.
8. Click OK to update the rule (or set of rules) and return to the Activity Pivot Tables screen.

Tip: Specify a combination of formatting options. For example, a gradient data bar over red text and background, for example:

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