EXCEL EXPERTS: Highlight Quarters, Weekends in pivot reports using styles [quick tip]

Saturday, November 10, 2012

Highlight Quarters, Weekends in pivot reports using styles [quick tip]

Highlight Quarters, Weekends in pivot reports using styles [quick tip]:
Here is a quick pivot table tip.
When reporting summaries by month, it would be better to highlight 3 months at a time (Jan, Feb, Mar in one color, Apr, May, Jun in another color) than showing all in one color. Today, lets learn how to do this in easiest possible way.

Highlight Quarters (3 months at a time) using Pivot Table Styles

Edit styles - Pivot table formatting - setting row stripe sizes

We can use pivot table styles for this. Just follow below steps:

Select the pivot table which you want to format
Go to Design tab & select a pivot table style you want.
Right click on the style and choose Duplicate
Select “First Row Stripe” from modify screen. Enter stripe size as 3.
Repeat this step for Second row stripe too.
Click ok.
IMPORTANT 1: Apply this new style to your pivot report.
IMPORTANT 2: Check the banded rows option from Design tab.

Using this technique, you can also highlight weekends in a different color with first row stripe size = 5 and second = 2. See a demo here.
More on this tip: Customize banded rows / columns in tables
Note: This approach works only when your months start on Jan (or other quarter starts like April, July or October) and days start on Monday. Most business data is like that anyway.

Bonus tip: Generate monthly report from daily data

You can use group dates feature in Pivot reports to generate monthly (or quarterly, yearly) reports from daily data. Learn how to do this.

Do you use Pivot table styles?

Formatting a pivot report is often painful. That is where styles can help us. Once you define the correct styles, your pivot reports will look professional and neat. So go ahead and try them. Share your feedback, tips using comments.