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I have pivot table in an Excel workbook that summarises information from a table in the same workbook. I have applied Conditional Formatting (data bars) to the pivot table. I have added Year & Month fields to the Rows of the pivot table so that I can summarise data per month.

Each month goes by and I refresh the pivot table yet the conditional formatting does not get applied to the row that gets added for the new month.

Hence over time I end up with a pivot table that looks like this: enter image description here

Is there a method of ensuring that conditional formatting rules get applied to rows that get added to a pivot table in the future? Failing that, can I retrospectively modify the conditional formatting rule to apply it to the new rows? I have tried messing about with the "Applies to" part of the Conditional Formatting rule, but to no avail thus far.

I'm using a Mac by the way but I don't think that's relevant. The features I'm talking about here seem consistent with Excel on Windows that I have used in the past.


An answer below suggested checking the "Preserve cell formatting on update" option but unfortunately that option is already checked

enter image description here

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Do the followings:

  1. Select any cell of your PT, then Right click.
  2. From poped up menu choose PivotTable Options.
  3. Now, from the dialog box click Layout & Format Tab.
  4. Check Preserve cell formatting on update item under the Format section.
  5. Finish with Ok, & refresh the Pivot Table.
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  • Thank you Rajesh unfortunately that option is already checked. – jamiet Jul 26 '19 at 9:59
  • I updated the question accordingly – jamiet Jul 26 '19 at 10:02
  • @jamiet thanks for the feedback,, this was the only possibility,,, is it possible to edit post & add GIF of the Sheet so I & others could find what is happening with the Sheet,,, principally my post is the solution !! – Rajesh S Jul 26 '19 at 10:04
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I've managed to sort this out by removing the existing conditional formatting and applying it again, including all the new rows this time. Obviously this isn't preferable so I am hoping that Rajesh's suggestion works when I refresh the pivot table on 1st August.

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  • ,,, reapplying CF on regular basis is the tedious job,,, especially when you are working with large data set to the option,, Preserve the Format,,,, & Refresh PT is technically correct & useful too. ☺ – Rajesh S Jul 26 '19 at 10:31

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