WEBVTT
Kind: captions
Language: en

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You may already have some experience
using charts to visualize data in Excel.

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Conditional formatting offers another
way to visualize your data using options

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like color coding based on the cell's value.

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In this example, I have the sales figures
for a group of different salespeople and

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I'd like to find out who's meeting or
exceeding their monthly sales goal.

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Of course we could just look at the numbers, but it might be easier they were

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highlighted somehow and the good news is that we can actually do just that with a

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conditional formatting rule.

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First, select your data

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then go to Conditional Formatting on the
Home tab.

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Next, mouse over Highlight Cells Rules and, in this case, we're going to use Greater Than.

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Now the sales goal for each person on
this list is $4,000 per month.

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If we type that number here, you can see
in the background that any cell with a

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value greater than 4,000 is being
formatted automatically.

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If you want you can even choose a
different formatting option

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just click OK when you're done.

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As you can see, the formatted cells really stand out now so we can easily tell who's met or exceeded their goal.

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It looks like August wasn't a very good
month, for example, but September and

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October where much, much better.

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Next, let's take a look at some of the
conditional formatting presets.

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We're just going to re-select our data and
then go back to the Conditional Formatting command.

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You have three different types of
presets to choose from:

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data bars, color scales, and icon sets. To
learn more about each one mouse over

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these options on the menu.

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Data bars are kind of like bar graphs; the higher the value the longer the bar in the cell.

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Color scales, on the other change, will change the background color based on the cell's value.

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Icon sets can be used to add different symbols, ratings, and indicators,

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and you have quite a few styles to
choose from depending on what you need

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I think this one's a special easy to read.

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These icons help us see which items are the highest and also the lowest
when compared to one another.

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We can also see which ones are about average.

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Now you might have noticed that the
first rule we applied is still visible.

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That's the one that's changing the fill
color for cells above 4,000.

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That's because Excel lets you have multiple conditional formatting rules at the same time,

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so you can highlight different things.

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To clear the current formatting rules,
just select your cells,

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go to Conditional Formatting and
mouse over the option that says

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Clear Rules. You can clear the rules for just the selected cells or for the entire spreadsheet.

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In this case, though, I'd like to remove
the greater than 4,000 rule while

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keeping the rest of the icons in place.

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We can do that by going to Manage
Rules instead.

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Here, you'll find a list of all the rules
that are currently applied here cells.

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To remove one, just select the rule you want

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then click Delete Rule, and click OK!

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Conditional Formatting is a great tool for visualizing your worksheet, so practice using some of these

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rules on your own and try combining them to see what they can tell you about your data.

