Overview

Sometimes you may want to make specific data stand out in your spreadsheet and capture the viewer’s attention. You can do that using conditional formatting. Conditional formatting helps you identify important cells in a table based on the conditions you specify.

Conditional formatting includes the below options:

  • Highlight cell rules
  • Top and bottom rules
  • Data bars
  • Color scales
  • Icon sets

Working

Let’s understand the working with an example.

We have (Figure 1: Sales Report) for 4 countries for the Year 2017 & 2018.

We want to find out the Sales Rep name who works for “Training” Department and whose salary is greater than 50000$ using conditional formatting.

Figure 1: Sales Report

Step 1: Select the Sales Rep range (A2:A33) as we want to highlight the Sales Rep name only.

Step 2: Go to HOME tab

Step 3: Click on Conditional Formatting option in the Styles group.

Step 4: Click on New Rule.

Step 5: New Formatting Rule dialog box appears

Step 6: Select “Use a formula to determine which cells to format” from the Select a Rule Type as we are going to use formula to highlight the cells.

Step 7: Type the below formula in the formula bar

=AND($G2=”Training”,$H2>50000)

Step 8: Click on Format

Step 9: Select the formatting.

I will use Yellow Color to format the cells from Fill option.

Step 10: Click on OK

 

Step 11: Click on OK

Step 12: Sales Rep. is highlighted as per condition provided.

You can also check, Add, Edit and Delete the conditional formatting rule through conditional formatting rules manager.

Steps are as follows.

Step 1: Go to HOME tab

Step 2: Click on Conditional Formatting option in the Styles group.

Step 3: Click on Manage Rules

Step 4: New Formatting Rule dialog box appears

Step 5: Select This Worksheet Option from the Show formatting Rules Manager drop down.

Step 6: In the below image you can see the Rule(Formula),Format(Color),Applies to(Sales Rep. range) which was created earlier.

Scope of Usage

  • Can be used to highlight important information
  • Can be used for visual representation
  • Can be used to get a quick idea of hidden patterns

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Excel Logics is designed for Excel Logics – Excel 2019, Excel 2016, Office 365. While you can practice the concepts in older versions of Excel, to get the most out of it, use latest version of Excel or Office 365.

Getting Started

Intro to Excel
Setting up tables
Cleaning bad data
Cleaning using Power Query
Writing formulas
Creating pivot tables
Making charts
Filtering & sorting
Shortcuts

Data + Tables + PQ

Excel Tables
Filtering, slicing tables
Bad data to good with PQ
Unpivoting data with PQ
Merging multiple files to one table

Writing Formulas

Referencing data
IF condition, CHOOSE, IFS
Statistical analysis
Conditional sum, count
Lookups
Advanced Lookups
Date formulas
Text analysis
Sentiment analysis
Exploratory data analysis

Making Pivot Tables

Creating pivot tables Data model + relationships Multiple table pivots Customizing pivots Extra calculations in Pivots Grouping data Slicing and dicing GETPIVOTDATA

         Adv. Pivot Table bonus

Charts + Graphs

Intro to Charting
Picking right charts
Anatomy of Excel chart
Formatting charts
New charts in Excel 2016
Budget vs. Actual charts
Then vs. Now charts
Conditional charts
Sparklines
Interactive charts

Advanced Concepts

Data validation
Creating templates
Workbook protection
Publishing to web
Shapes + pictures
Navigation buttons
Priting
Form controls
Custom ribbons

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    Topics covered in Excel Logics

    Designed for Excel Logics
    Excel Logics is designed for Excel Logics – Excel 2019, Excel 2016, Office 365. While you can practice the concepts in older versions of Excel, to get the most out of it, use latest version of Excel or Office 365.

    Getting Started

    Intro to Excel
    Setting up tables
    Cleaning bad data
    Cleaning using Power Query
    Writing formulas
    Creating pivot tables
    Making charts
    Filtering & sorting
    Shortcuts

    Data + Tables + PQ

    Excel Tables
    Filtering, slicing tables
    Bad data to good with PQ
    Unpivoting data with PQ
    Merging multiple files to one table

    Writing Formulas

    Referencing data
    IF condition, CHOOSE, IFS
    Statistical analysis
    Conditional sum, count
    Lookups
    Advanced Lookups
    Date formulas
    Text analysis
    Sentiment analysis
    Exploratory data analysis

    Making Pivot Tables

    Creating pivot tables Data model + relationships Multiple table pivots Customizing pivots Extra calculations in Pivots Grouping data Slicing and dicing GETPIVOTDATA

             Adv. Pivot Table bonus

    Charts + Graphs

    Intro to Charting
    Picking right charts
    Anatomy of Excel chart
    Formatting charts
    New charts in Excel 2016
    Budget vs. Actual charts
    Then vs. Now charts
    Conditional charts
    Sparklines
    Interactive charts

    Advanced Concepts

    Data validation
    Creating templates
    Workbook protection
    Publishing to web
    Shapes + pictures
    Navigation buttons
    Priting
    Form controls
    Custom ribbons

    Optional module on

    Dashboards

    What is a dashboard?
    Process for dashboards
    Business dashboard #1
    Business dashboard #2
    Business dashboard #3
    Employee Dashboard
    Financial metrics dashboard
    KPI Dashboard
    Web enabled dashboard

    Excel Dashboards

    Dashboards from Excel Logics

    Previous slide
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    Excel Logics Academy

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    Excel Logics Academy

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        •  Extra module on Dashboards
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        •   Formula cheat sheet
          Shortcuts poster
      •   30 day money back guarantee