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Conditional Format in pivot table ??

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    Question Conditional Format in pivot table ??

    I'm using a pivot table to display part numbers in rows, due dates in columns, to show quantities due for each item on each day. I also have an inventory column for each part and want to highlight the first order where I encounter a shortage. For example row 31; part number is 3040677, due dates as follows, 1/19 - 56, 1/24 - 50, 1/25 - 32, 1/26 - 60, and I have 156 available. So I want excel to highlight cell AJ31 which is the 1/26 order for 60 because I will have a negative quantity of 42 on that day and all other orders after that day. I attached my sheet so you have the raw data to work with.
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    Re: Conditional Format in pivot table ??

    Hi Oly Steel Man,

    I have a little different answer for your problem.
    1. Pivot Tables can show Running Totals (by Due Date). Do this first then
    2. In Column BQ5 do an Index-Match fomula to show the last date before running out
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    Copy the above formula down.

    I found conditional formatting inside Pivot Tables a problem but the above does what you may need.
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    Forum Guru MarvinP's Avatar
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    Re: Conditional Format in pivot table ??

    HI,
    After thinking about this a while there may be a better way to structure your data and get your results.

    If all the parts on hand have the same starting date (say 1/1/2009) and a positive quantity AND all parts you use have a negative value. You could easily put the two tables together and do a single pivot table, using running totals. Format the numbers that go negative to red and it would do what you want.

    See the attached (in 2007 .xlsx format) as it is a lot smaller file. I also see you have 2007.

    When Parts came into stock you would enter the data and quantity they came in and your Pivot Table would reflect accordingly.

    hope this helps more!
    Attached Files Attached Files

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    Re: Conditional Format in pivot table ??

    Quote Originally Posted by MarvinP View Post
    Hi Oly Steel Man,

    I have a little different answer for your problem.
    1. Pivot Tables can show Running Totals (by Due Date). Do this first then
    2. In Column BQ5 do an Index-Match fomula to show the last date before running out
    Please Login or Register  to view this content.
    Copy the above formula down.

    I found conditional formatting inside Pivot Tables a problem but the above does what you may need.
    I tried this formula but its not giving me my shortage date, I believe it's returning the latest order date. My example showed it should be 1/26, but its returning a date of 2/11.

    The other solution you offered works but there is so much information to look at with that I was hoping to be able to see my order quantities still. But if that's not possible I suppose I could make this work. Any other suggestion would be appreciated but a big thank you for the help you've provided.

  5. #5
    Forum Guru MarvinP's Avatar
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    Re: Conditional Format in pivot table ??

    I have a suggestion to filtering down your pivot table. You should click on the Part Number dropdown and Filter by Values. Only show products that are less than zero. This cut my list from over 1000 to under 200.

    Also group your date columns by Year and Month. This looks pretty good. Learn how to group...

    See this attached.

    See if that works for you.
    Attached Files Attached Files

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