Using a Pivot Table you can show the variance from your previous month’s sales very easily…

See how to Show The Difference From Previous Months With Excel Pivot Tables here

pivot table2

Now that we have the Pivot Table report above, we can show the variances per month using an up/down or directional icon suing Conditional Formatting.

DOWNLOAD EXCEL WORKBOOK

STEP 1: Click on any variance value in the Pivot Table and go to Home > Conditional Formatting > Icon Sets > Directional

icon sets

 

STEP 2: This will bring up the Apply Formatting Rule to dialogue box.  Choose the 3rd option as this will apply the conditional format on all the values except the Subtotals

apply formatting rule

Your Pivot Table will look like this:

Pivot Table1

 

STEP 3: Now we need to make some edits in the Conditional Formatting Rule in order to get the Icons right.

Go to Home > Conditional Formatting > Manage Rules > Edit Rule

 

STEP 4: Inside the Edit Formatting Rule box you need to make the following changes:

Value = 0

Type = Number

“Check” the Show Icon Only box and press OK to confirm the changes:

edit formatting rule

 

STEP 5: In the next screen you will get the Conditional Formatting Rules Manager.  Hit Apply to see the changes and OK to confirm them:

rules manager

Now you have your Pivot Table showing the differences from the previous months with directional icons only!!!

pivot table 3

Diff From Previous Months Icons

HELPFUL RESOURCE:

300x250

If you like this Excel tip, please share itEmail this to someone

email

Pin on Pinterest

Share on Facebook

Tweet about this on Twitter

Share on LinkedIn

Share on Google+

Related Posts

Group By Month With Excel Pivot Tables Before I was a Pivot Table guru, I had to get individual rows of daily sales and group them into a report showing the monthly sales during the year.Grouping these would take a ton of effort using Formulas:Extracting the month and year from each transactional date; Th...
How To Fix Pivot Table Empty Cells I am sure that you have come across a Pivot Table which has empty cell values and thought "What the hell is happening here?"This is because your data source has blank cells for certain items, which happens from time to time.This can be fixed in your Pivot Table and you ca...
Insert Grand Totals to a Pivot Table When you insert an Excel Pivot Table and drop a field in the Row/Column Labels you will automatically get a Grand Total.How about if you want to remove this Grand Total or show it only for a row or column?Well you have that flexibility and this is how...DOWNLOAD EXCEL...
Show The Difference From Previous Years With Excel... Excel Pivot Tables have heaps of calculations under the SHOW VALUES AS option and one that gets the most use is the DIFFERENCE FROM calculation.You can show the values as the Difference From previous months, years, day etc.  This is just great when your boss asks you how you ...