May 2008

Conditional Formatting in Excel

Once you have imported your Greentree Clever Table into Excel, it is easy to set conditional formatting for a single cell based on its data content (for example set the background colour to red if the value is negative).

Another little known feature which may prove useful here is Excel's Control + L shortcut, which switches on auto-filters as seen below. This is extrememly useful when you're dealing with a lot of information.



*Hint - make sure you select the checkbox next to "my list has headers"

When you have set up your table as desired, you can take advantage of conditional formatting of a cell or row. To set the conditional formatting of a cell, do one of the following:

  1. To use values in the selected cells as the formatting criteria, click Cell Value Is, select the comparison phrase, and then type a constant value or a formula (If you enter a formula, start it with an equal sign). Alternatively, to use a formula as the formatting criteria (to evaluate data or a condition other than the values in selected cells), click Formula Is and then enter the formula that evaluates to a logical value of TRUE or FALSE.
  2. Click the FORMAT button
  3. Select the formatting you want to apply when the cell value meets the condition or the formula returns the value TRUE.


To add another condition
, click Add, and then repeat steps 1 through 3. You can specify up to three conditions. If none of the specified conditions are true, the cells keep their existing formats.

You can also set the formatting based on another cell’s content, as seen below:


Highlighting every fifth row
– in the example below, once you have added the conditional format to one cell, you will need to use ‘paste special’ to copy the format to all other cells (watch out for other formatting such as date settings which will also get carried across).

To change or remove the conditional formatting of the cell. do one or more of the following:
• To change formats, click Format for the condition you want to change.
• To reselect formats on the current tab of the Format Cells dialog box, click Clear and select new formats.
• To remove one or more conditions, click Delete, and then select the check box for the conditions you want to delete.

 

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