Conditional Formatting in MS Excel 2: Highlighting Trends

Conditional Formatting in Excel can be used in a variety of ways that can go far beyond simply adding an extra visual emphasis to your important values.  For example, you can use it to give pictorial expression to the trend created by a data series in a spreadsheet. This option can be found further down the main conditional formatting menu, and you can apply it in one of three ways:

  • Coloured Data Bars
  • Colour Scales
  • Icon Sets (symbols)

If, for example, you wanted a visual representation of the differential created by the trend in a series of monthly results;  you can do this by applying your choice of Data Bars to the range in question.

The extent and degree of shading in each cell is determined by the value it contains, compared to the other numbers in the same range.   The higher numbers in the trend exhibit a much higher degree of shading than do the lower ones.  This gives you a method of visually portraying the trend in these numbers, giving your spreadsheet much greater impact than just displaying the bare numbers alone on the screen or page.

If you find that the coloured data bars don’t quite do it for you, there are two other alternatives available on the same menu:

You could go with colour scales, whereby you can represent the same trend with entirely different colours for the higher, lower and in-between numbers. Or you could instead go with Icon Sets and display different symbols such as flags or arrows alongside numbers at different points in the trend.  With any of these choices, you can add a crucial extra visual dimension to your spreadsheet’s presentation.  Which can be particularly useful if you find yourself reporting to a person who sees many spreadsheets in the average day, so much so that they blend together in one homogeneous Excel-y mass.  Conditional formatting is a surefire way of making your spreadsheets stand apart from the crowd!

This assumes ,of course, that you want your spreadsheets to command this sort of attention. And one assumes that you do, at least occasionally, otherwise why would you be reading this post?

Should you wish at a later stage, to edit or modify these conditional formatting rules, you can do so as with any rule – via the Manage Rules option on the Conditional Formatting menu. This dialog box contains both Edit and Delete buttons.

(Bear in mind that you cannot delete conditional formatting via the usual Delete key on your keyboard; this will clear the contents of cells, not the formatting.)

Conditional Formatting in MS Excel

An effective way to that little bit of extra pizz-azz to the presentation of your Excel spreadsheet is conditional formatting. This allows you to emphasis important values and make them stand out visually from the rest of your spreadsheet, as well as making this characteristic part of the overall design of the spreadsheet, rather than just doing manual formatting cell-by-cell after the event. You can define and attach a rule to an entire range, such as a row or column, and thus format whatever values might occupy that range in a standardised way if they meet your chosen criteria.

For example, if you have values that you want to measure against a relevant benchmark or threshold, you can then choose a format such as font, bold, italic, font colour, cell colour, border (or any combination thereof) and those values will accept that format whether they occupy that range currently or in the future.  You need simply to highlight (select) the range in question, and then go to the Home tab and select Conditional Formatting.  If you intend to measure the values against a pre-defined benchmark, the best option is to select Highlight Cell Rules from this menu.  The sub-menu for this option allows you to select a comparison (i.e. Greater Than, Less Than, Between etc). For example, if your threshold is 4000, you can then ascribe a format to values that are below this number via the menu on the right.  See the example below:

This will give cells that contain numbers that are less than 4000 a dark red font colour set against a light red background.

Should you wish to modify this rule, with either or both a different criteria or format, you can do so via the Conditional Formatting Rules Manager, which can be found by selecting Manage Rules… from the foot of the Conditional Formatting menu:

You can modify the rule(s) you have defined via the Edit Rule… button at the top of this dialog box.  Note that you can also delete rules via this dialog and create new rules as well, as an alternative method to doing so via the Conditional formatting menu.

You can create as many different rules for the same range as you wish, and also produce some more elaborate formatting effects by making full use of the variations available on the Conditional Formatting menu. More on this in upcoming posts…