This example will show you how to format your payroll history pivot table to highlight hourly employees that have greater than 30 hours per week. Remember – you can’t hurt anything by working with this and you can always use the UNDO button if you make a mistake!
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Refresh you Payroll History Spreadsheet. Click on the Payroll History Pivot Table tab at the bottom of your sheet.
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First, click on the Hourly Employees by Location as this will give you a good starting point for creating the report.
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Remove the Site Loc from the table by clicking on the header for “Site Loc” and then dragging to the top portion of the table.
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Remove the Job ID from the table by clicking on the header for “Job ID” and then dragging to the top portion of the table.
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Your table should look similar to this now…
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Remove all of the data fields from the table by clicking on each of the headers and dragging up and to the right until you see the red
X
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Your table should look similar to this now…
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Right click anywhere in the pivot table and select “Show Field List
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Scroll through the list of fields in the Pivot Table Field List and locate the Hours for weeks 1 through 8. Drag each field into the blank data area (it may say to drop value fields here…)
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After dropping all 8 weeks into the table it should look similar to this…
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Drag the Pay Period Begin Date onto the table after Full Name (watch for the grey T to appear after the Full Name before letting the mouse go)
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Your table should now look similar to this.
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To help locate people who have weeks with more than a certain number of hours, do the following:
Highlight the column headers for the columns containing the hours.
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For office 2007 and above, click on the Conditional Formatting icon on the Home ribbon.
Select “Highlight Cell Rules” and then “Greater Than”
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Select the number to use – for example we used 28 so that people with more than 28 hours in a week will be highlighted. Click on OK
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