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How to Use conditional formatting Formula in Excel A Comprehensive Guide

August 23, 2023 1.3K views

In our data-driven world, finding specific information within vast datasets can be a daunting task. But fear not, as Excel's conditional formatting emerges as the knight in shining armor to unravel this mystery. Unfortunately, many remain unaware of this powerful tool and its true potential.

Here, we embark on a journey of discovery, answering the pressing question of how to utilize conditional formatting formulas in Excel.

Part 1. Why Use Conditional Formatting in Excel?

Conditional formatting in Excel is a powerful feature that allows you to automatically change the appearance of cells based on specific conditions or criteria. By using conditional formatting, you can easily highlight certain values, make particular cells stand out, and visually emphasize important data. With conditional formatting, you can:

  • Spot Patterns and Trends: Identify patterns, trends, and anomalies effortlessly, revealing hidden insights for informed decision-making.

  • Highlight Key Data: Automatically emphasize critical information by highlighting cells that meet specific criteria, making essential data stand out.

  • Simplify Data Interpretation: Visual cues like data bars, color scales, and icon sets simplify the understanding of data values, streamlining data comprehension.

  • Enhance Data Visualization: Present data in an engaging manner, allowing stakeholders to grasp information at a glance.

You have a spreadsheet that contains sales data for your company. You want to highlight cells that contain sales that are above a certain target.

Example


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Part 2. Applying Conditional Formatting

Formatting Cell Value

To apply conditional formatting for cell values in Excel, follow these simple steps:

Step 1: Choose the range of cells to format.

Step 2: Go to the "Home" tab on the Excel ribbon. Select "Conditional Formatting" from the Styles group.

Home tab



Step 3: From the drop-down menu, select "Highlight Cells Rules".

Choose highlight



Step 4: Select the rule that best suits your needs, such as "Greater Than," "Less Than," "Equal To," or "Between."

Select rules



Step 5: Define the criteria and set the formatting style you want to apply, such as font color, background color, or cell borders.

define criteria



Step 6: Click "OK" to apply the conditional formatting to the selected cells.

Apply condition



Formatting Text

To apply conditional formatting for text in Excel, follow these steps:

Step 1: Select the range of cells containing the text you want to format.

Step 2: Go to the "Home" tab on the Excel ribbon. Click on "Conditional Formatting" in the Styles group.

Click Home



Step 3: Choose "Highlight Cells Rules" from the drop-down menu, then select More Rules

select more rules



Step 4: Select the rule that suits your text formatting needs, such as "Text that Contains," "Text that Begins With," or "Text that Ends With."

Set your rule



Step 5: Enter the specific text or characters you want to format.

enter text



Step 6: Set the formatting style for the selected text, such as font color, background color, or font style.

Set style



Step 7: Click "OK" to apply the conditional formatting to the text cells.

Result



Part 3 : Conditional Formatting with Formulas

Values Comparison

Condition

Formula

Example

Greater Than

=A1 > 50

Highlight cell if the value in A1 is greater than 50

Less Than

=B2 < 100

Highlight cell if the value in B2 is less than 100

Equal To

=C3 = 30

Highlight cell if the value in C3 is equal to 30

Not Equal To

=D4 <> 35

Highlight cell if the value in D4 is not 35

Greater Than or Equal To

=E5 >= 75

Highlight cell if the value in E5 is greater than or equal to 75

Less Than or Equal To

=F6 <= 200="">

Highlight cell if the value in F6 is less than or equal to 200

Between

=AND(G7 > 50, G7 < 100)

Highlight cell if the value in G7 is between 50 and 100

Step 1: Select the range of cells to format.

Step 2: Go to the "Home" tab on the Excel ribbon. Select "Conditional Formatting" from the Styles group. Select "New Rule" from the drop-down list.

Choose new rules



Step 3: Select "Use a formula to determine which cells to format."

Enter the formula that represents the comparison condition. For example, "=D2<45" will="" highlight="" cells="" with="" d2="" values="" less="" than="" 50.="">

Enter formula



Step 4: Set the desired formatting style, such as font color, background color, or cell borders.

Choose style



Step 5: Click "OK" to apply the conditional formatting based on the formula.

the result



Today Function

Conditional formatting with the Today function allows you to highlight cells based on the current date. Follow these steps:

Step 1: Select the range of cells you want to format.

Step 2: Go to the "Home" tab on the Excel ribbon. Click on "Conditional Formatting" in the Styles group.

Click Conditional formatting



Step 3: Choose "New Rule" from the drop-down menu.

Pick new rule



Step 4: Select "Use a formula to determine which cells to format."

Choose rule



Step 5: Enter the formula "=TODAY()" to check if the date in the cell matches the current date.

Enter Today formula



Step 6: Set the desired formatting style for cells with today's date.

Format


Step 7: Click "OK" to apply the conditional formatting using the Today function.

Result



If Function

Conditional formatting with the If function in Excel allows you to format cells based on specific logical conditions. Follow these steps:

Step 1: Determine the range of cells to format.

Step 2: Go to the "Home" tab on the Excel ribbon. Click on "Conditional Formatting" in the Styles category.

Go to Home tab



Step 3: From the drop-down menu, select "New Rule".

Select new rule



Step 4: Select "Use a formula to determine which cells to format."

Select Use a formula



Step 5: Enter the If function formula that evaluates to TRUE or FALSE for the desired condition.

Example =IF($C4=”Western”,TRUE,FALSE)

enter if function



Step 6: Set the desired formatting style for cells that meet the condition.

Choose formatting



Step 7: Click "OK" to apply the conditional formatting using the If function.

Result



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FAQs

What is the Difference between Formatting and Conditional Formatting?

It allows you to highlight and differentiate your data in a variety of ways, much like regular cell formatting, by altering the fill color, font color, border styles, and so on. The distinction is that it is more adaptable and dynamic; as data changes, conditional forms immediately update to reflect the changes.

What Are the Disadvantages of Using Conditional Formatting?

Analysis based on formatting is not possible. For example, red cells cannot be counted (at least not easily). FORMAT is the end of the road... you can't perform any analysis with FORMAT.

What Are the 3 Main Visual Options for Conditional Formatting?

The main visual options for conditional formatting in Excel are:

  • Data Bars: Horizontal bars representing the cell's value, providing a quick visual of data magnitude.

  • Color Scales: Varying colors based on cell values, enabling easy identification of data ranges and trends.

  • Icon Sets: Small icons or symbols representing data conditions, enhancing data significance comprehension.

Summary

In conclusion, this comprehensive guide demystifies the art of conditional formatting in Excel, arming you with the knowledge to transform your data into captivating visual displays. Emphasizing the benefits of WPS Office as a free alternative, you'll unlock the true potential of Excel's magic. Embrace this revelation, and embark on a journey of unmatched productivity and success, shaping the future of your business with data-driven decisions.


15 years of office industry experience, tech lover and copywriter. Follow me for product reviews, comparisons, and recommendations for new apps and software.