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Pivot table heat map

  1. #1
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    Pivot table heat map

    Hi all,

    I would like to make a pivot table heat map.

    I have some data (see attached file) that includes projects, jobs within projects, jobs' state of completion, and jobs' due date. If a job's due date is say, 2 days away and its state of completion is "not started" or "midway done" it should be highlighted red within the pivot table. If the job's state of completion is "nearly done" it should be highlighted yellow, and if the job's state is "complete" it should be highlighted green. These conditions will have to change for jobs with farther due dates, but this is just one example.

    I'm not even sure this is possible. Anyone know?

    Also, note that this data is extremely simplified. I will have to apply any solutions to a very large amount of more complex data.


    Thank you!

    -Jackie
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    Forum Guru Andy Pope's Avatar
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    Re: Pivot table heat map

    Give the job state a numeric value and then take the Max of that as the data value.
    You can then apply conditional formatting
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    Cheers
    Andy
    www.andypope.info

  3. #3
    Forum Expert ben_hensel's Avatar
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    Re: Pivot table heat map

    Here's what I did:

    1) Add another column in the table that turns the "State of Job" into a numerical quantity, call it "State Code."
    I did that on a 1-5 number range, with "Not Started" as 1 and "Compete" as 5; the input-to-number conversion was handled automatically by INDEX(MATCH) in a seperate table, although since that's almost a Likert scale, you could decided to just have people input the number itself (or put in "% complete" as an input, etc).

    2) Then, set the PT's value field to the average of the State Code. Well, since the Project by Due Date axis means there should be one entry in each field, then you could do sum instead.

    3) Apply a conditional formatting rule to the PT field. I just used one rule, "Graded Color Scale" that goes from red at low to green at high, although if you wanted more specificity you could apply three different rules, or use those red/yellow/green traffic light icons instead.

    Well, in general:
    1) Process the appropriate input into a number
    2) Make that number the "value" setting
    3) Apply conditional formatting to the area of the pivot table

    I would advise doing that.


    EDIT:
    ...And, now I see that I got beaten past the post by the esteemed Mr. Pope. Like, we both did the exact same thing, basically.
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    Last edited by ben_hensel; 11-19-2013 at 05:26 AM. Reason: ninja'd!

  4. #4
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    Re: Pivot table heat map

    Oh, that's much more simple than I thought it would be. Very helpful. Thanks so much you two!!

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