Wednesday, 21 September 2016

How to Fix Error - Conditionally Format Values Area Based on Row Labels (LONG)?

Conditionally Format Values Area Based on Row Labels (LONG)

The Row Labels area is one column of job role titles (e.g., Project Manager, System Architect etc.).
The Column Labels area includes 6 columns, each of which corresponds to 1 of 6 columns in the source data.
These 6 source data columns are personnel utilization
values for each of the job roles (e.g., Billable Utilization %, Nonbillable Utilization %, etc).
Elsewhere on the same worksheet I have a lookup table of target or goal values of these various utilizations: one value for each type of utilization for each job role.
Project Managers have different billable utilization targets than do System Architects,
etc.
The Basic Problem.
I want to conditional format the values that are in my Values area.
For example, in the column of Billable Utilization, I have:
Apply Rule To: All cells showing "Billable" values for "Role", then I want the condition to be something like:
if cell value is greater than VLOOKUP(role name, range, 2, false) then font is green
Problem: how to specify the role name, which is the Row Label value.
My formatting works just fine by explicitly referencing the cell that the role name appears in (e.g., $B$12), unless the pivot table size collapses and expands when the population or role
names changes in the source data.
Eventually, the conditional formatting that referenced the role in B12 is not in row 12 anymore.
Using $B12 doesn't work either because the formula for conditional formatting isn't apparently dynamic in that way--it's not
smart enough to become $Bx as needed. 
I've given up maintaining this formatting because it's too time consuming.
I believe the challenge is in properly referencing the cells that the Row Label values are in, but maybe I'm approaching this all wrong.
The Extended Problem.
Now extend the problem a little bit by imagining that, for every row of values in the Values area of the pivot, thereisn't a Row Label at all.
This would be the case, for example if there are multiple rows
of values for a single Row Label.
All rows need to be formatted based on the Row Label that pertains to them...but that label appears somewhere in an unknown number of rows above the row to be formatted.

Keys to the Problem Conditionally Format Values Area Based on Row Labels (LONG)

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Excel 2007/2010 PivotTable
Conditional Formatting for individual value cells.
CF stays with proper cell when PT refreshes and morphs.
Takes blank row/column labels in stride.
With macro.
http://c3017412.cdn.cloudfiles.rackspacecloud.com/02_16_11a.xlsm
If you get *.zip, don't unzip, just rename *.xlsm
http://www.mediafire.com/file/8k2l54j5008jqpz/02_16_11a.pdf

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