{"id":1219,"date":"2016-04-26T18:20:34","date_gmt":"2016-04-26T16:20:34","guid":{"rendered":"https:\/\/www.myexcelonline.com\/?p=1219"},"modified":"2024-02-06T15:46:22","modified_gmt":"2024-02-06T14:46:22","slug":"icon-sets-in-a-pivot-table","status":"publish","type":"post","link":"https:\/\/www.myexcelonline.com\/meo-staging\/blog\/icon-sets-in-a-pivot-table\/","title":{"rendered":"Icon Sets In A Pivot Table"},"content":{"rendered":"<p>An Icon Set is a Conditional Formatting icon\/graphic that you can include in your cells or <a class=\"wpil_keyword_link\" href=\"https:\/\/www.myexcelonline.com\/meo-staging\/blog\/101-excel-pivot-tables\/\" target=\"_blank\" rel=\"noopener\" title=\"Pivot Tables\" data-wpil-keyword-link=\"linked\">Pivot Tables<\/a>.<\/p>\n<p>The icon will depend on the cell\u00b4s value so you can highlight key variances or trends.\u00a0 There are a few sets that you can include, like:<\/p>\n<p><strong>DIRECTIONAL (Change in values)<\/strong><\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2015\/05\/Directional2.jpg\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Icon Sets In A Pivot Table\"  class=\"alignnone size-full wp-image-1220\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2015\/05\/Directional2.jpg\" alt=\"Icon Sets In A Pivot Table\" width=\"256\" height=\"124\" \/><\/a><\/p>\n<p><strong>SHAPES (Milestones)<\/strong><\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2015\/05\/shapes.jpg\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Icon Sets In A Pivot Table\"  class=\"alignnone size-full wp-image-1221\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2015\/05\/shapes.jpg\" alt=\"Icon Sets In A Pivot Table\" width=\"256\" height=\"95\" \/><\/a><\/p>\n<p><strong>INDICATORS (Positive\/Negative)<\/strong><\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2015\/05\/indicators.jpg\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Icon Sets In A Pivot Table\"  class=\"alignnone size-full wp-image-1222\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2015\/05\/indicators.jpg\" alt=\"Icon Sets In A Pivot Table\" width=\"256\" height=\"68\" \/><\/a><\/p>\n<p><strong>RATINGS (Scores)<\/strong><\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2015\/05\/ratings.jpg\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" title=\"Icon Sets In A Pivot Table\"  class=\"alignnone size-full wp-image-1223\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2015\/05\/ratings.jpg\" alt=\"Icon Sets In A Pivot Table\" width=\"256\" height=\"93\" \/><\/a><\/p>\n<p>I show you how easy it is to insert an Icon Set within a <a class=\"wpil_keyword_link\" href=\"https:\/\/www.myexcelonline.com\/meo-staging\/blog\/101-excel-pivot-tables\/\" target=\"_blank\" rel=\"noopener\" title=\"Pivot Table\" data-wpil-keyword-link=\"linked\">Pivot Table<\/a> that will show a &#8220;directional icon&#8221; depending on the change of the monthly sales values.<\/p>\n<p>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.<\/p>\n<div class=\"after-post-box\">\n<p><iframe src=\"https:\/\/www.youtube.com\/embed\/g41EvPZjmMk?rel=0 \" width=\"800\" height=\"400\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><a href=\"https:\/\/www.youtube.com\/c\/MyExcelOnlinecomtutorials?sub_confirmation=1\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img loading=\"lazy\" decoding=\"async\" class=\"alignmiddle wp-image-111468 size-full\" style=\"vertical-align: middle;\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/04\/1.yt_.png\" alt=\"\" title=\"\"><\/a><\/p>\n<p class=\"line-two\"><a class=\"IRPP_minimalist icon-download button small\" href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2015\/05\/Icon-Sets.xlsx\" target=\"_blank\" rel=\"noopener noreferrer\" data-leadbox=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2015\/05\/Icon-Sets.xlsx\" data-leadbox-id=\"147284833f72a2:12f08263ab46dc\"><span class=\"ctaText px-3 text-capitalize\"> download excel workbook <i class=\"fa fa-download\"><\/i><\/span><span class=\"postTitle px-3\">Icon-Sets.xlsx<\/span><\/a><\/p>\n<\/div>\n<p><span style=\"color: #ff0000;\"><strong>STEP 1: <\/strong><\/span>Place the <strong>SALES Field<\/strong> in <strong>VALUES<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Icon Sets In A Pivot Table\"  class=\"alignnone size-full wp-image-14068\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-01.png\" alt=\"Icon Sets In A Pivot Table\" width=\"931\" height=\"533\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-01.png 931w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-01-300x172.png 300w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-01-768x440.png 768w\" sizes=\"(max-width: 931px) 100vw, 931px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 2: <\/strong><\/span>Click on the new field and Select\u00a0<strong>Value Field Settings<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Icon Sets In A Pivot Table\"  class=\"alignnone size-full wp-image-14069\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-02.png\" alt=\"Icon Sets In A Pivot Table\" width=\"289\" height=\"503\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-02.png 289w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-02-172x300.png 172w\" sizes=\"(max-width: 289px) 100vw, 289px\" \/><\/p>\n<p>Go to\u00a0<em><strong>Show Values as &gt; Difference From &gt; (previous)\u00a0<\/strong><\/em>to get the difference from the previous month<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Icon Sets In A Pivot Table\"  class=\"alignnone size-full wp-image-14070\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-03.png\" alt=\"Icon Sets In A Pivot Table\" width=\"373\" height=\"319\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-03.png 373w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-03-300x257.png 300w\" sizes=\"(max-width: 373px) 100vw, 373px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 3: <\/strong><\/span>Click in a variance cell. Go to\u00a0<em><strong>Home &gt; Styles &gt; Conditional Formatting &gt; Icon Sets &gt; The First Icon Set<\/strong><\/em><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Icon Sets In A Pivot Table\"  class=\"alignnone size-full wp-image-14071\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-04.png\" alt=\"Icon Sets In A Pivot Table\" width=\"988\" height=\"728\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-04.png 988w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-04-300x221.png 300w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-04-768x566.png 768w\" sizes=\"(max-width: 988px) 100vw, 988px\" \/><\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 4: <\/strong><\/span>Make sure to select the third option. This excludes the subtotals and grand totals.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Icon Sets In A Pivot Table\"  class=\"alignnone size-full wp-image-14072\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-05.png\" alt=\"Icon Sets In A Pivot Table\" width=\"897\" height=\"430\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-05.png 897w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-05-300x144.png 300w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-05-768x368.png 768w\" sizes=\"(max-width: 897px) 100vw, 897px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000;\"><strong>STEP 5: <\/strong><\/span>Go to <em><strong>Home &gt; Styles &gt; Conditional Formatting &gt; Manage Rules<\/strong><\/em><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Icon Sets In A Pivot Table\"  class=\"alignnone size-full wp-image-14073\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-06.png\" alt=\"Icon Sets In A Pivot Table\" width=\"1007\" height=\"683\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-06.png 1007w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-06-300x203.png 300w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-06-768x521.png 768w\" sizes=\"(max-width: 1007px) 100vw, 1007px\" \/><\/p>\n<p>Select<strong> Edit Rule.<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Icon Sets In A Pivot Table\"  class=\"alignnone size-full wp-image-14074\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-07.png\" alt=\"Icon Sets In A Pivot Table\" width=\"629\" height=\"300\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-07.png 629w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-07-300x143.png 300w\" sizes=\"(max-width: 629px) 100vw, 629px\" \/><\/p>\n<p>Set the settings to the ones shown below. This will set the column to show the <strong>arrow icons<\/strong> only.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Icon Sets In A Pivot Table\"  class=\"alignnone size-full wp-image-14075\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-08.png\" alt=\"Icon Sets In A Pivot Table\" width=\"550\" height=\"531\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-08.png 550w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-08-300x290.png 300w\" sizes=\"(max-width: 550px) 100vw, 550px\" \/><\/p>\n<p>Your icons are now ready in your Pivot Table!<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Icon Sets In A Pivot Table\"  class=\"alignnone size-full wp-image-14076\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-09.png\" alt=\"Icon Sets In A Pivot Table\" width=\"619\" height=\"370\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-09.png 619w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2016\/04\/Icon-Sets-In-A-Pivot-Table-09-300x179.png 300w\" sizes=\"(max-width: 619px) 100vw, 619px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #0000ff;\"><strong>How to Use Icon Sets In A Pivot Table<\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #0000ff;\">\u00a0HELPFUL RESOURCE:<\/span><\/p>\n<p><a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/100-66.html\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-13266\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/10\/101-Macros-Book.png\" alt=\"101 Macros Book\" width=\"1200\" height=\"628\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/10\/101-Macros-Book.png 1200w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/10\/101-Macros-Book-300x157.png 300w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/10\/101-Macros-Book-1024x536.png 1024w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/10\/101-Macros-Book-768x402.png 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" title=\"\"><\/a><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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\u00b4s value so you can highlight key variances or trends.\u00a0 There are a few sets that you can include, like: DIRECTIONAL (Change in values) SHAPES (Milestones) INDICATORS (Positive\/Negative) RATINGS (Scores) I [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":17204,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"cos_headline_score":0,"cos_seo_score":0,"cos_headline_text":"","cos_headline_has_been_analyzed":false,"cos_last_analyzed_headline":[],"om_disable_all_campaigns":false},"categories":[35,72,6,4],"tags":[98,77,86],"acf":[],"_links":{"self":[{"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/posts\/1219"}],"collection":[{"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/comments?post=1219"}],"version-history":[{"count":0,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/posts\/1219\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/media\/17204"}],"wp:attachment":[{"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/media?parent=1219"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/categories?post=1219"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/tags?post=1219"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}