Tuesday, 26 August 2008

Creating a new Matrix style in Performancepoint

If you want to have a nice look for the matrixes that you create in Performancepoint you want to use the Matrix Styles as this gives you a nice and easy way to make sure that all the matrixes have the same formats. But what do you do when you don’t agree with the build-in styles? Say you would like to change the colors to better match your organisation.

It is pretty easy, but might also take some time to get just the right matrix style. The matrixes styles are based on the “PivotTable Style” in Excel 2007.

The first thing you need to do is to create a small PivotTable otherwise you wouldn’t get the right selects of formats that you want to change.

When you are standing in you PivotTable you have to use the  “Format as Table” in the Home Ribbon and in the Styles section to change/create a PivotTable Style:

The best thing is to select one of the existing formats and select the duplicate function in the right click menu. Now you can change the styles you need to get the Matrix Style you want for your Performancepoint matrix with a little trial and error.

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