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In Excel, maintaining conditional formatting in a pivot table can be challenging, especially when expanding or collapsing rows, as Excel often adjusts the “applies to” range automatically. Here are a few methods to help maintain your conditional formatting regardless of changes in the pivot table’s structure:

1. Apply Conditional Formatting to the Entire Pivot Table Range

• Select the entire pivot table instead of a limited range. This ensures the conditional formatting covers all potential rows and columns, even when you expand or collapse sections.
• Go to Conditional Formatting > Manage Rules and set the Applies To range to encompass all cells in the pivot table (e.g.,
  $A$3:$D$100

  ). You may need to estimate the range if it frequently changes in size.

2. Use “New Rule” with a Formula for Dynamic Ranges

• Instead of formatting specific rows, create a rule based on a formula. This can allow you to apply conditional formatting dynamically without Excel changing the range when expanding or collapsing.
• Go to Home > Conditional Formatting > New Rule > Use a formula to determine which cells to format. Set up a formula that applies to the relevant cells within your pivot table.

3. Set Conditional Formatting as Part of the Pivot Table’s Format Options

• Excel has options to preserve formatting with pivot tables:
  1. Right-click the pivot table and select PivotTable Options.
  2. In the PivotTable Options dialog, go to the Layout & Format tab.
  3. Check Preserve cell formatting on update.
• This doesn’t guarantee the formatting will remain when the structure changes, but it helps Excel retain as much of the original formatting as possible during refreshes and updates.