How to use conditional formatting in Excel

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Conditional formatting is one of my favourite parts of Microsoft Excel. I am a very visual person and would much rather look at colour charts or visual representations of data to give me a sense of what I’m looking at. Conditional formatting is the easiest way to achieve this result. I am always surprised how often participants in training are manually formatting specific cells with different colours to highlight their values, rather than letting Excel do the work for them.

Conditional formatting will allow you to apply “rules” or “conditions” to a range of data and based on the rules you can then format the content. There are many pre-defined rules available to use as well as being able to define your own custom rule.

To apply conditional formatting, follow these steps:

  1. Highlight the entire column(s) (or you can apply rules to rows) you wish to apply conditional formatting to by clicking on the column heading or select a cell within the column and press Ctrl + Spacebar. To select multiple adjacent columns simply click and drag the mouse to the left or right to highlight the subsequent columns

Conditional Formatting in Excel

  1. From the Home tab on the Ribbon select the Conditional Formatting button from within the Styles group

Conditional Formatting in Excel

  1. You will now choose the type of conditional formatting you wish to use. If you wish to highlight cells based on a value, such as highlighting cells with a value greater than 10, then you can use the pre-defined options available in the Highlight Cell Rules. The Top/Bottom Rules option also has predefined options.
  2. For this example, I’m going to select Highlight Cell Rules > Greater Than
  3. The Greater Than dialog box will appear:

Conditional Formatting in Excel

  1. Excel will automatically put a value in the field, to change this simply type straight over the top. Now enter the value you’d like to highlight for this column. For this, I want to highlight any values which are greater than 38200 so I enter the value into the field. Alternatively, you can reference a cell within this section so that you can alter the value within the cell at any time and the conditional format rule will update immediately.
  2. Now using the drop-down menu select what type of formatting you want to use, Excel provides some predefined options so you can use one of those or choose Custom Format if you wish to format cells using your own preference.
  3. You will see that Excel is showing you a live preview of the result with the data in your worksheet
  4. Once you are happy click OK. Remember you can always go back and change these settings later
  5. Any data which meets the criteria you have set in the conditional formatting rule will now be highlighted:

Conditional Formatting in Excel

  1. To edit the formatting or criteria you have set, highlight the column or range of data you need to change and click the Conditional Formatting button again from the Home tab, then choose Manage Rules
  2. The Conditional Formatting Rules Manager will appear:

Conditional Formatting in Excel

  1. If you want to view all conditional formatting rules set up in your entire worksheet, click on the Show formatting rules for drop-down menu at the top of the dialog and choose This worksheet
  2. Select the rule you wish to edit from the list and click Edit Rule
  3. You will now see the specifics of the rule you have created, including the type of formatting which will be applied, you can edit any aspect of these settings

Conditional Formatting in Excel

  1. Once complete click OK to close the Edit Formatting Rule dialog box
  2. Now click OK on the Conditional Formatting Rules Manager window to return to your worksheet

Now go and experiment with the other Conditional Formatting options that are available. I personally find the Top/Bottom rules are very useful as are the Data Bars and Icon Sets.

I hope you have enjoyed this post about how to apply a basic conditional formatting rule to data. Enjoyed this article? If you liked this visual feature of Excel, you may also like my article showing how to create a quick and easy chart in ExcelCreate a custom number format to display phone numbers in Excel, how to create a Sparkline in Excel, or how to use Format Painter – your new time saver!

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