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Managed IT Services July 19, 2023

How to Use Conditional Formatting in Excel 

Writen by Taeyaar Support

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Microsoft

Excel’s conditional formatting feature allows users to visually highlight and analyze data based on specific criteria, making it easier to identify trends, patterns, and outliers at a glance. In this blog post, we will walk you through the steps to effectively use conditional formatting in Excel. 

Step 1: Select the Data 

Begin by selecting the range of cells that you want to apply conditional formatting to. You can click and drag to select multiple cells or use the shortcut key “Ctrl + Shift + Right Arrow” to select an entire column. 

Step 2: Open the Conditional Formatting Menu 

Go to the Home tab in the Excel ribbon and click on the “Conditional Formatting” button. A drop-down menu will appear with various formatting options. 

Step 3: Choose a Conditional Formatting Rule 

In the conditional formatting menu, you will see a list of predefined rules such as “Highlight Cell Rules,” “Top/Bottom Rules,” and “Data Bars.” 

  • Highlight Cell Rules: This category includes rules like “Greater Than,” “Less Than,” “Between,” and “Equal To.” Select the rule that best fits your criteria, and a dialog box will appear for you to input the specific values or formulas. 
  • Top/Bottom Rules: These rules allow you to highlight the top or bottom values in a selected range. You can choose to highlight the top or bottom percentage, number of items, or specific rank. 
  • Data Bars: Data bars create a visual representation of the values in the selected range by adding a coloured bar within the cell. The length of the bar corresponds to the value’s magnitude. 

Step 4: Customize the Formatting 

Once you’ve selected a rule, you can customize the formatting options to suit your needs. For example, you can choose a different colour for highlighting, change the font style, or apply additional formatting such as borders or font effects. 

Step 5: Manage Conditional Formatting 

If you need to make changes to your conditional formatting rules or want to apply multiple rules to the same range, you can manage your conditional formatting. To do this, go to the Home tab, click on the “Conditional Formatting” button, and select “Manage Rules” from the drop-down menu. It will open a dialogue box where you can modify or delete existing rules and add new ones. 

Step 6: Apply Conditional Formatting to Other Cells 

If you want to apply the same conditional formatting rules to other cells or ranges, you can copy and paste the formatting. Simply select the cells with the desired formatting, press “Ctrl + C” to copy, and then select the target cells where you want to apply the formatting. Right-click and choose “Paste Special,” and in the options, select “Formats.” 

Step 7: Clear Conditional Formatting 

To remove conditional formatting from a specific range, select the cells and click on the “Conditional Formatting” button. In the drop-down menu, choose “Clear Rules” and select the appropriate option based on your requirements. 

By following these steps, you can effectively use conditional formatting in Excel to visually analyze your data with ease. This powerful feature enables you to gain insights and make informed decisions based on your data’s specific conditions. So, the next time you are working with large datasets, remember to utilize conditional formatting to enhance your analysis and presentation.