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Icon Sets In A Pivot Table

An Icon Set is a Conditional Formatting icon/graphic that you can include in your cells or Pivot... read more

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John Michaloudis
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Overview

Icon Sets In A Pivot Table | MyExcelOnline

An Icon Set is a Conditional Formatting icon/graphic that you can include in your cells or Pivot Tables.

The icon will depend on the cell´s value so you can highlight key variances or trends.  There are a few sets that you can include, like:

DIRECTIONAL (Change in values)

Icon Sets In A Pivot Table

SHAPES (Milestones)

Icon Sets In A Pivot Table

INDICATORS (Positive/Negative)

Icon Sets In A Pivot Table

RATINGS (Scores)

Icon Sets In A Pivot Table

I show you how easy it is to insert an Icon Set within a Pivot Table that will show a “directional icon” depending on the change of the monthly sales values.

So when monthly sales increase from the previous month, a green up arrow is shown and when monthly sales decrease, a red down arrow is shown.

Icon Sets In A Pivot Table | MyExcelOnline

download excel workbook Icon-Sets.xlsx

STEP 1: Place the SALES Field in VALUES

Icon Sets In A Pivot Table

 

STEP 2: Click on the new field and Select Value Field Settings

Icon Sets In A Pivot Table

Go to Show Values as > Difference From > (previous) to get the difference from the previous month

Icon Sets In A Pivot Table

 

STEP 3: Click in a variance cell. Go to Home > Styles > Conditional Formatting > Icon Sets > The First Icon Set

Icon Sets In A Pivot Table

STEP 4: Make sure to select the third option. This excludes the subtotals and grand totals.

See also  Group By Month, Year & Week With Excel Pivot Tables

Icon Sets In A Pivot Table

 

STEP 5: Go to Home > Styles > Conditional Formatting > Manage Rules

Icon Sets In A Pivot Table

Select Edit Rule.

Icon Sets In A Pivot Table

Set the settings to the ones shown below. This will set the column to show the arrow icons only.

Icon Sets In A Pivot Table

Your icons are now ready in your Pivot Table!

Icon Sets In A Pivot Table

 

How to Use Icon Sets In A Pivot Table

 

 HELPFUL RESOURCE:

101 Macros Book

 

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Icon Sets In A Pivot Table | MyExcelOnline

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