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Conditional Formatting - An Introduction
An outline of what conditional formatting is and how it can be used
Date : 20/05/2018
Author Information
Uploaded by : Nick
Uploaded on : 20/05/2018
Subject : Microsoft Excel
Conditional formattingWhat is conditional formatting? In literal terms it is getting the format of a cell to
change depending upon the content of the cell linked to a rule of some sort.In layman s terms or to the person on the street it is a
helpful way to point out a specific thing in your table of information. Examples might include entries on an arrivals
board at an airport that are late in arriving, examination results of the class
that are above and below average and the lists of competitors in triathlon by
country or team.Wouldn t it be really handy when scanning those departure
boards at the airport if the flights to Newcastle had a black background and
white lettering? You would be able to
pick out the flights pretty quickly if that was the case. Usually red lettering, numbers or background
are the only indications we are given about flight status.So why use conditional formatting?Well, speaking from my own experiences, I use conditional
formatting as a method of highlighting errors, seeking out certain values and
cross checking with other data. We are
now talking about potentially hundreds of thousands of lines of data as opposed
to a couple of hundred rows of flights.
It is an efficient way to cut down the amount of data you are dealing
with if you can assign a conditional rule and then to filter the data based on
that rule. It is starting to get a bit
technical, so I will step back a bit and set out an example.Patient ScreeningSuppose you want to check to see which patients are due a
screening for a medical test that is due on their 50th
Birthday? The local health trust may
well have several hundred thousand rows of data to search for those reaching
their 50th birthday in the coming year. You can set up a condition that will highlight
all rows where the age of the patient has turned 50, let us say a light blue
background and black bold text. Such a
set of data would then show at a glance who should have their tests carried out,
this allows the data to be filtered and saves the staff time in reading individual
rows with the possibility of error.A further condition could be set on a column indicating
whether a test has been carried out to indicate where they are overdue, this filters
the data further and allows more focus to be applied to priority cases.So the idea of conditional formatting is to be more efficient
in putting attention and energy into those areas that require work, a means of
prioritising.The rules can be based on actual cell content (dates, numbers,
text, etc) or they can be based on the content of other cells. Examples of this are: if the cell equals Overdue
then make the background red and text bold black, if the cell contains Pass
then make the background green and text black.
There are so many combinations and conditions or rules that it is
incredibly flexible for the user to set their own conditions.When you start combining functions into the conditions you
can really drive out some efficiency and smart ways of working. One of my favourite things to do is to have a cell which
contains the TODAY function =TODAY(). What this will do is insert the current date
into the cell and this will refresh each time the file is opened. You can then set a conditional format
referring to the cell with the TODAY function to say if the cell content is
greater than TODAY, then turn the background red. That way you can see when something is
overdue and it will keep current because the condition is based on a changing
date rather than fixed.The conditional format utility sits under the Home tab of
the ribbon. It is worth just going in and
doing some playing to see the results that can be generated. You will see that there are lots of different
conditions that can be set out. If this has been useful then do let me know, alternatively
if it is not particularly clear then I am happy to go through and update the
article based on feedback.
This resource was uploaded by: Nick
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