Most financial analysis focuses on highlighting exceptions in rows or columns
of data, and not the whole table.
With conditional formatting, you can highlight
specific values or cells, by changing what a cell looks like based on a set of conditions that you
select. For example, you might want to highlight cells in S Series models that have higher sales
than L Series models.
You can apply conditional formatting to both numeric and text values,
and you can highlight empty cells by using conditional formatting.
Conditional formatting can
also be applied to cell values that have been added to the sheet.
Note: You
cannot add conditional formatting on the Apple iPad.
Procedure
-
Ensure that you are in edit mode.
Note: You can add conditional formats when you are not in edit mode, but you can't save them.
- Right-click on a row or column header, or cell value that has been added to the
sheet, and select Conditional format. If you are using the new
experience view, select Conditional rules.
In the
Conditional format window, the member in the header that you selected is
displayed. You can change this selection by clicking the member name and selecting a new
member.
- Choose one of the operators that you want to apply.
For numeric values, you can choose one of the following options:
- <
- Less than
- >
- Greater than
- =
- Equal
- <>
- Not equal to
- >=
- Greater than or equal to
- <=
- Less than or equal to
For text values, you can select one of the following options:
- Equals
- Contains
- Starts with
- Ends with
- Is empty
- Select whether you want to compare the first member to another member, to a value, or
to text.
- Select the member, enter the value, or enter the text that you want to compare the
first member to. If you want to highlight empty text cells, leave this cell empty.
- Click and select what you want the cell to look like. You can select cell format (cell
color and border color), font color or style, and icon sets.
A preview of the formatting
is shown. For example:
- Click Apply.
Note: Once applied, you can change the conditional formatting colors from
Properties. Go to Properties, and under
Visualization, click Change color palette to change
the colors.
- To add more conditional formats, click .
- Reorder the conditional formats by using the arrow keys.
The order of conditional formats determines which formatting is used when there are
conflicts between formats.
If you have a format on both a row and on a column, and there are
conflicts between the formats, the column formatting applies. For example, suppose that you have a
different color background in the row and column, the color selected for the column is
used.
- Click Save.
- To clear formatting, right-click on the column heading and select Conditional
format (or Conditional rules). Select the formats that you want
to delete, and click .