Conditional Formatting Credits to Josh Aharonoff, CPA, follow him for more Excel tips. ----------------- Here's the original post: Here’s EVERYTHING you need to know about CONDITIONAL FORMATTING 🎨🚦 Conditional formatting is one of Excel’s most popular tools… and for good reason - there’s SO MUCH you can accomplish with conditional formatting. Let’s do a deep dive into each area so you can become a pro 💪 ➡️ What is Conditional Formatting? The name says it all… It allows you to format your cells based on a specific CONDITION. ➡️ How do you apply Conditional Formatting? Select the range, and navigate to HOME > CONDITIONAL FORMATTING ➡️ What are some examples of Conditional Formatting? Here are a few: ⬆️ Greater, ⬇️less than, ↔️or between Here you can format cells that fall above, below, or in between certain thresholds. ex: budget vs actuals, where positive cells are highlights in green… and negative cells are highlighted in red = Equal to, 🔍 text that contains → This is especially useful when dealing with a range of text.. ex: highlighting your expense list for all expenses by a specific vendor 🗓️ A date occurring… This can be useful if you want to highlight date that is below, after, or in between a range. ex: setting up a forecast, where all historical months get formatted one way.. and all projected months another way 👯 Duplicate values This is one of the most useful… as often times, duplicate values can pose an error in our data set. 📈Top or 📉Bottom values This one is useful to quickly understand which values are the best performing in your data set… and which are the worst. 📊 Data Bars Data bars are like bar charts nested inside a cell… kinda similar to a sparkline. 🎨 Color Scales I love this one - in fact, I use it all the time in my business when analyzing profitability per client. Here you can quickly comprehend which are the best performing values… as well as the worst performing values. ✅❌ Icon sets I love Icons…and you may not realize, but they are everywhere. Adding them to your spreadsheet can add quick added comprehension on your data set ❔ Custom rules Something not covered in the predefined list? Don’t worry…the sky is the limit. Simply enter in your formula as you normally would (like A3 > A4)… You can then set the formatting rules for what happens when it’s true, and what happens when it’s false ---------------- Follow Excel Cheatsheets to learn from the best Excel visuals.
