How to recreate the Heat Map Report in the new Report Generator.

Here’s another answer to a “Ask A Guru” question?

The Heat Map Report relies upon some advanced conditional formatting that isn’t supported by the current Report Generator. The new TEMPLATE editor looks like Excel, however it is a custom program. It’s conditional formatting is limited at the moment with more coming soon.

Even editing with Excel, some conditional formatting is not able to be executed when the report is generated.

However, you can generate the Simple Pivot Table Report in Excel format and then run a simple Macro to perform this function.

The video below walks you through how to set Excel to create macros, how to record a conditional formatting macro and how to create a button on the main toolbar, to be able to run the Macro with any generated report using the Simple Pivot Table feature.

Posted on October 22, 2013, in Uncategorized. Bookmark the permalink. Leave a comment.

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