Training Video TECH TIP: Excel - Conditional Formatting

Color draws our eyes and attention to things: stop signs are red, construction workers wear yellow, and sticky notes are bright and colorful. You too can use color to draw attention to your data with Excel's conditional formatting feature. Conditional formatting uses rules to color code your data - updating the colors as your data changes.

Check out this quick video tip about conditional formatting in Microsoft Excel from the Affinity Insight training course Power Hour: Excel - Readily Readable Data.

 

2020.09 Excel - Conditional Formatting

 

 

To get started, select the cells that you want to be conditionally formatted. On the Home ribbon, in the Styles group, click on Conditional Formatting to see your options.

Amounts Greater Than or Less Than a Certain Amount

If you have a list of numbers (perhaps fair market values of assets in an estate or marital property in a divorce) and need to know if any of them are worth more than a certain amount, conditional formatting can do that.

Specific Values

If you want to draw attention to cells with a specific value (perhaps real property in an estate or cells containing "N/A"), conditional formatting can do that.

Highest or Lowest Amounts

 If you have a list of numbers (perhaps a list of attorneys and their billable hours) and want to quickly see which ones are the largest or smallest, conditional formatting can do that. You can conditionally format a certain percentage or a certain number of cells that fall at the top or bottom of the range.

Color Scales

 You can use color scales to color code a series of numbers based on their values. When color coding using red, yellow, green, the largest number is green and the smallest number is red. The numbers in between are assigned a shade based on where they fall between the lowest and highest numbers.

Custom Rules

 You can even set up conditional formatting to work based on custom rules that you create.

Managing Rules

You can apply multiple rules to the same cells. The Rules Manager allows you control the order in which they apply.

 

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Danielle DavisRoe

Written by Danielle DavisRoe

Whether it’s teaching clients a new skill, writing a macro to automate a complicated task, fixing a document that doesn’t work properly or automating a complex set of documents, Danielle, who is part of our legal document automation team, is 100-percent focused on making the lives of her clients better. After working as an attorney in domestic relations for several years, Danielle found her way to Affinity and to this day she is always on the lookout for better ways to do things. She carries new strategies she finds with her as she works with the clients her team supports. Danielle has a Bachelor of Science in Business Administration from The Ohio State University Fisher College of Business and a Juris Doctorate from The Ohio State University Moritz College of Law.

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