Friday, October 27, 2017

Add, change, or clear conditional formats

Add, change, or clear conditional formats

Use a conditional format to help you visually explore and analyze data, detect critical issues, and identify patterns and trends.

Conditional formatting makes it easy to highlight interesting cells or ranges of cells, emphasize unusual values, and visualize data by using data bars, color scales, and icon sets. A conditional format changes the appearance of a cell range based on conditions (or criteria). If the condition is true, the cell range is formatted based on that condition; if the condition is false, the cell range is not formatted based on that condition.

You can sort and filter by format, including cell background color and font color, whether you have manually or conditionally formatted the cells. The following example shows conditional formatting that uses cell background colors, a 3 arrow icon set, and data bars.

Cell backgrounds, icon sets, and data bars used as conditional formatting

You can apply conditional formatting to a cell range, an Excel table, or a PivotTable report. There are important differences to understand when you use conditional formatting on a PivotTable report.

Note: When you create a conditional format, you can reference only other cells on the same worksheet or, in certain cases, cells on worksheets in the same currently open workbook. You can't use conditional formatting on external references to another workbook.

Conditional formatting for a PivotTable report

Conditional formatting in a PivotTable report is different from conditional formatting in a cell range or an Excel table in several ways:

  • If you change the layout of the PivotTable report by filtering, hiding levels, collapsing and expanding levels, or moving a field, the conditional format is maintained as long as the fields in the underlying data are not removed.

  • The scope of the conditional format for fields in the Values area can be based on the data hierarchy and is determined by all the visible children (the next lower level in a hierarchy) of a parent (the next higher level in a hierarchy) on rows for one or more columns, or columns for one or more rows.

    Note: In the data hierarchy, children do not inherit conditional formatting from the parent, and the parent does not inherit conditional formatting from the children.

  • There are three methods for scoping the conditional format of fields in the Values area: by selection, by corresponding field, and by value field.

The default method of scoping fields in the Values area is by selection. You can change the scoping method to the corresponding field or value field by using the Apply formatting rule to option button, the New Formatting Rule dialog box, or the Edit Formatting Rule dialog box.

Method

Use this method if you want to select

Scoping by selection

  • A contiguous set of fields in the Values area, such as all of the product totals for one region.

  • A non-contiguous set of fields in the Values area, such as product totals for different regions across levels in the data hierarchy.

Scoping by value field

  • Avoid making many non-contiguous selections.

  • Conditionally format a set of fields in the Values area for all levels in the hierarchy of data.

  • Include subtotals and grand totals.

Scoping by corresponding field

  • Avoid making many non-contiguous selections.

  • Conditionally format a set of fields in the Values area for one level in the hierarchy of data.

  • Exclude subtotals.

When you conditionally format fields in the Values area for top, bottom, above average, or below average values, the rule is based on all visible values by default. However, when you scope by corresponding field, instead of using all visible values, you can apply the conditional format for each combination of:

  • A column and its parent row field.

  • A row and its parent column field.

Note: Quick Analysis is not available in Excel 2010 and previous versions.

Use the Quick Analysis button Quick Analysis button to apply selected conditional formatting to the selected data. The Quick Analysis button appears automatically when you select data in your spreadsheet.

  1. Select the data in your spreadsheet. The Quick Analysis button appears on the lower-right corner of the selection.

    Selected data with the Quick Analysis button

  2. Click the Quick Analysis button Quick Analysis button , or press Ctrl+Q.

  3. Then, on the Formatting tab, move your mouse over the different options to see a Live Preview on your data, and then click on a formatting option.

    Formatting tab in the Quick Analysis gallery

    Notes: 

    • The formatting options that appear in the Formatting tab will depend on the data you have selected. If your selection contains only text, then the available options are Text, Duplicate, Unique, Equal To, and Clear. When the selection contains only numbers, or both text and numbers, then the options are Data Bars, Colors, Icon Sets, Greater, Top 10%, and Clear.

    • Live preview will only render for those formatting options that can be used on your data. For example, if your selected cells don't contain matching data and you select Duplicate, the live preview will not work.

  4. If the Text that Contains dialog box appears, enter the formatting option you want to apply and click OK.

If your conditional formatting needs are more complex, you can use a logical formula to specify the formatting criteria. For example, you may want to compare values to a result returned by a function or evaluate data in cells outside the selected range, which can be in another worksheet in the same workbook.

  1. On the Home tab, in the Styles group, click the arrow next to Conditional Formatting, and then click Manage Rules.

    Conditional Formatting

    The Conditional Formatting Rules Manager dialog box appears.

  2. Do one of the following:

    • To add a conditional format, click New Rule. The New Formatting Rule dialog box appears.

    • To change a conditional format, do the following:

      1. Make sure that the appropriate worksheet, table, or PivotTable report is selected in the Show formatting rules for list box.

      2. Optionally, change the range of cells by clicking Collapse Dialog Button image in the Applies to box to temporarily hide the dialog box, by selecting the new range of cells on the worksheet or other worksheets, and then by selecting Expand Dialog Button image .

      3. Select the rule, and then click Edit rule. The Edit Formatting Rule dialog box appears.

  3. Under Apply Rule To, to optionally change the scope for fields in the Values area of a PivotTable report by:

    • Selection:    Click Selected cells.

    • Corresponding field:    Click All cells showing <Values field> values.

    • Value field:    Click All cells showing <Values field> for <Row>.

  4. Under Select a Rule Type, click Use a formula to determine which cells to format.

    1. Under Edit the Rule Description, in the Format values where this formula is true list box, enter a formula.

      You have to start the formula with an equal sign (=), and the formula must return a logical value of TRUE (1) or FALSE (0).

    2. Click Format to display the Format Cells dialog box.

    3. Select the number, font, border, or fill format you want to apply when the cell value meets the condition, and then click OK.

      You can choose more than one format. The formats you select are shown in the Preview box.

      Example 1: Use two conditional formats with criteria that uses AND and OR tests    

      In the example shown here, the first rule formats two cells green if both conditions are true. If the result of that test is not True, the second rule formats two cells red if either of the conditions are False.

      Cells B4 and B5 meet their conditions, so they're formatted green

      A home buyer has budgeted up to $75,000 as a down payment and $1,500 per month as a mortgage payment. If both the down payment and the monthly payments fit these requirements, cells B4 and B5 are formatted green.

      If either the down payment or the monthly payment meet the buyer's budget, B4 and B5 are formatted red. Change some values, such as the APR, the loan term, the down payment, and the purchase amount to see what happens with the conditionally formatted cells.

      Formula for first rule (applies green color)

      ==AND(IF($B$4<=75000,1),IF(ABS($B$5)<=1500,1))

      Formula for second rule (applies red color)

      =OR(IF($B$4>=75000,1),IF(ABS($B$5)>=1500,1))

      Example 2: Shade every other row by using the MOD and ROW functions    

      A conditional format applied to every cell in this worksheet shades every other row in the range of cells with a blue cell color. You can select all cells in a worksheet by clicking the square above row 1 and to the left of column A. The MOD function returns a remainder after a number (the first argument) is divided by divisor (the second argument). The ROW function returns the current row number. When you divide the current row number by 2, you always get either a 0 remainder for an even number or a 1 remainder for an odd number. Because 0 is FALSE and 1 is TRUE, every odd numbered row is formatted. The rule uses this formula: =MOD(ROW(),2)=1.

      Every other row is shaded blue

      Note: You can enter cell references in a formula by selecting cells directly on a worksheet or other worksheets. Selecting cells on the worksheet inserts absolute cell references. If you want Excel to adjust the references for each cell in the selected range, use relative cell references.

For more information on using formulas in conditional formatting, see Use a formula to apply conditional formatting.

Color scales are visual guides that help you understand data distribution and variation. A two-color scale helps you compare a range of cells by using a gradation of two colors. The shade of the color represents higher or lower values. For example, in a green and yellow color scale, as shown below, you can specify that higher value cells have a more green color and lower value cells have a more yellow color.

Formatting all cells with a two-color scale

Tip: If any cells in the range contain a formula that returns an error, the conditional formatting is not applied to those cells. To ensure that the conditional formatting is applied to those cells, use an IS or IFERROR function to return a value other than an error value.

Quick formatting

  1. Select one or more cells in a range, table, or PivotTable report.

  2. On the Home tab, in the Styles group, click the arrow next to Conditional Formatting, and then click Color Scales.

    Conditional Formatting

  3. Select a two-color scale.

    Hover over the color scale icons to see which icon is a two-color scale. The top color represents higher values, and the bottom color represents lower values.

You can change the method of scoping for fields in the Values area of a PivotTable report by using the Formatting Options button that appears next to a PivotTable field that has conditional formatting applied.

Advanced formatting

  1. Select one or more cells in a range, table, or PivotTable report.

  2. On the Home tab, in the Styles group, click the arrow next to Conditional Formatting, and then click Manage Rules. The Conditional Formatting Rules Manager dialog box appears.

  3. Do one of the following:

    • To add a conditional format, click New Rule. The New Formatting Rule dialog box appears.

    • To change a conditional format, do the following:

      1. Make sure that the appropriate worksheet, table, or PivotTable report is selected in the Show formatting rules for list box.

      2. Optionally, change the range of cells by clicking Collapse Dialog Button image in the Applies to box to temporarily hide the dialog box, by selecting the new range of cells on the worksheet, and then by selecting Expand Dialog Button image .

      3. Select the rule, and then click Edit rule. The Edit Formatting Rule dialog box appears.

  4. Under Apply Rule To, to optionally change the scope for fields in the Values area of a PivotTable report by:

    • Selection: Click Selected cells.

    • All cells for a Value label: Click All cells showing <Value label> values.

    • All cells for a Value label, excluding subtotals and the grand total: Click All cells showing <Value label> values for <Row Label>.

  5. Under Select a Rule Type, click Format all cells based on their values (default).

  6. Under Edit the Rule Description, in the Format Style list box, select 2-Color Scale.

  7. To select a type in the Type box for Minimum and Maximum, do one of the following:

    • Format lowest and highest values:    Select Lowest Value and Highest Value.

      In this case, you do not enter a Minimum and MaximumValue.

    • Format a number, date, or time value:    Select Number and then enter a Minimum and MaximumValue.

    • Format a percentage Percent:    Enter a Minimum and MaximumValue.

      Valid values are from 0 (zero) to 100. Don't enter a percent sign.

      Use a percentage when you want to visualize all values proportionally because the distribution of values is proportional.

    • Format a percentile:    Select Percentile and then enter a Minimum and MaximumValue. Valid percentiles are from 0 (zero) to 100.

      Use a percentile when you want to visualize a group of high values (such as the top 20thpercentile) in one color grade proportion and low values (such as the bottom 20th percentile) in another color grade proportion, because they represent extreme values that might skew the visualization of your data.

    • Format a formula result:    Select Formula and then enter values for Minimum and Maximum.

      • The formula must return a number, date, or time value.

      • Start the formula with an equal sign (=).

      • Invalid formulas result in no formatting being applied.

      • It's a good idea to test the formula to make sure that it doesn't return an error value.

        Notes: 

        • Make sure that the Minimum value is less than the Maximum value.

        • You can choose a different type for the Minimum and Maximum. For example, you can choose a number for Minimum a percentage for Maximum.

  8. To choose a Minimum and Maximum color scale, click Color for each, and then select a color.

    If you want to choose additional colors or create a custom color, click More Colors. The color scale you select is shown in the Preview box.

Color scales are visual guides that help you understand data distribution and variation. A three-color scale helps you compare a range of cells by using a gradation of three colors. The shade of the color represents higher, middle, or lower values. For example, in a green, yellow, and red color scale, you can specify that higher value cells have a green color, middle value cells have a yellow color, and lower value cells have a red color.

Tip: If any cells in the range contain a formula that returns an error, the conditional formatting is not applied to those cells. To ensure that the conditional formatting is applied to those cells, use an IS or IFERROR function to return a value that you specify (such as 0, or "N/A") instead of an error value.

Quick formatting

  1. Select one or more cells in a range, table, or PivotTable report.

  2. On the Home tab, in the Styles group, click the arrow next to Conditional Formatting, and then click Color Scales.

    Conditional Formatting

  3. Select a three-color scale. The top color represents higher values, the center color represents middle values, and the bottom color represents lower values.

    Hover over the color scale icons to see which icon is a three-color scale.

You can change the method of scoping for fields in the Values area of a PivotTable report by using the Formatting Options button that appears next to a PivotTable field that has conditional formatting applied..

Advanced formatting

  1. Select one or more cells in a range, table, or PivotTable report.

  2. On the Home tab, in the Styles group, click the arrow next to Conditional Formatting, and then click Manage Rules. The Conditional Formatting Rules Manager dialog box appears.

  3. Do one of the following:

    • To add a conditional format, click New Rule. The New Formatting Rule dialog box appears.

    • To change a conditional format, do the following:

      1. Make sure that the appropriate worksheet, table, or PivotTable report is selected in the Show formatting rules for list box.

      2. Optionally, change the range of cells by clicking Collapse Dialog Button image in the Applies to box to temporarily hide the dialog box, by selecting the new range of cells on the worksheet, and then by selecting Expand Dialog Button image .

      3. Select the rule, and then click Edit rule. The Edit Formatting Rule dialog box appears.

  4. Under Apply Rule To, to optionally change the scope for fields in the Values area of a PivotTable report by:

    • Selection:    Click Just these cells.

    • Corresponding field:    Click All <value field> cells with the same fields.

    • Value field:    Click All <value field> cells.

  5. Under Select a Rule Type, click Format all cells based on their values.

  6. Under Edit the Rule Description, in the Format Style list box, select 3-Color Scale.

  7. Select a type for Minimum, Midpoint, and Maximum. Do one of the following:

    • Format lowest and highest values:    Select a Midpoint.

      In this case, you do not enter a Lowest and HighestValue.

    • Format a number, date, or time value:    Select Number and then enter a value for Minimum, Midpoint, and Maximum.

    • Format a percentage:    Select Percent and then enter a value for Minimum, Midpoint, and Maximum. Valid values are from 0 (zero) to 100. Do not enter a percent (%) sign.

      Use a percentage when you want to visualize all values proportionally, because using a percentage ensures that the distribution of values is proportional.

    • Format a percentile:    Select Percentile and then enter a value for Minimum, Midpoint, and Maximum.

      Valid percentiles are from 0 (zero) to 100.

      Use a percentile when you want to visualize a group of high values (such as the top 20th percentile) in one color grade proportion and low values (such as the bottom 20th percentile) in another color grade proportion, because they represent extreme values that might skew the visualization of your data.

    • Format a formula result:    Select Formula and then enter a value for Minimum, Midpoint, and Maximum.

      The formula must return a number, date, or time value. Start the formula with an equal sign (=). Invalid formulas result in no formatting being applied. It's a good idea to test the formula to make sure that it doesn't return an error value.

      Notes: 

      • You can set minimum, midpoint, and maximum values for the range of cells. Make sure that the value in Minimum is less than the value in Midpoint, which in turn is less than the value in Maximum.

      • You can choose a different type for Minimum, Midpoint, and Maximum. For example, you can choose a Minimum number, Midpoint percentile, and Maximum percent.

      • In many cases, the default Midpoint value of 50 percent works best, but you can adjust this to fit unique requirements.

  8. To choose a Minimum, Midpoint, and Maximum color scale, click Color for each, and then select a color.

    • To choose additional colors or create a custom color, click More Colors.

    • The color scale you select is shown in the Preview box.

A data bar helps you see the value of a cell relative to other cells. The length of the data bar represents the value in the cell. A longer bar represents a higher value, and a shorter bar represents a lower value. Data bars are useful in spotting higher and lower numbers, especially with large amounts of data, such as top selling and bottom selling toys in a holiday sales report.

The example shown here uses data bars to highlight dramatic positive and negative values. You can format data bars so that the data bar starts in the middle of the cell, and stretches to the left for negative values.

Data bars that highlight positive and negative values

Tip:  If any cells in the range contain a formula that returns an error, the conditional formatting is not applied to those cells. To ensure that the conditional formatting is applied to those cells, use an IS or IFERROR function to return a value (such as 0 or "N/A") instead of an error value.

Quick formatting

  1. Select one or more cells in a range, table, or PivotTable report.

  2. On the Home tab, in the Style group, click the arrow next to Conditional Formatting, click Data Bars, and then select a data bar icon.

    Conditional Formatting

You can change the method of scoping for fields in the Values area of a PivotTable report by using the Apply formatting rule to option button.

Advanced formatting

  1. Select one or more cells in a range, table, or PivotTable report.

  2. On the Home tab, in the Styles group, click the arrow next to Conditional Formatting, and then click Manage Rules. The Conditional Formatting Rules Manager dialog box appears.

  3. Do one of the following:

    • To add a conditional format, click New Rule. The New Formatting Rule dialog box appears.

    • To change a conditional format, do the following:

      1. Make sure that the appropriate worksheet, table, or PivotTable report is selected in the Show formatting rules for list box.

      2. Optionally, change the range of cells by clicking Collapse Dialog Button image in the Applies to box to temporarily hide the dialog box, by selecting the new range of cells on the worksheet, and then by selecting Expand Dialog Button image .

      3. Select the rule, and then click Edit rule. The Edit Formatting Rule dialog box appears.

  4. Under Apply Rule To, to optionally change the scope for fields in the Values area of a PivotTable report by:

    • Selection:    Click Just these cells.

    • Corresponding field:    Click All <value field> cells with the same fields.

    • Value field:    Click All <value field> cells.

  5. Under Select a Rule Type, click Format all cells based on their values.

  6. Under Edit the Rule Description, in the Format Style list box, select Data Bar.

  7. Select a Minimum and MaximumType. Do one of the following:

    • Format lowest and highest values:    Select Lowest Value and Highest Value.

      In this case, you do not enter a value for Minimum and Maximum.

    • Format a number, date, or time value:    Select Number and then enter a Minimum and MaximumValue.

    • Format a percentage:    Select Percent and then enter a value for Minimum and Maximum.

      Valid values are from 0 (zero) to 100. Do not enter a percent (%) sign.

      Use a percentage when you want to visualize all values proportionally, because using a percentage ensures that the distribution of values is proportional.

    • Format a percentile    Select Percentile and then enter a value for Minimum and Maximum.

      Valid percentiles are from 0 (zero) to 100.

      Use a percentile when you want to visualize a group of high values (such as the top 20th percentile) in one data bar proportion and low values (such as the bottom 20th percentile) in another data bar proportion, because they represent extreme values that might skew the visualization of your data.

    • Format a formula result     Select Formula, and then enter a value for Minimum and Maximum.

      • The formula has to return a number, date, or time value.

      • Start the formula with an equal sign (=).

      • Invalid formulas result in no formatting being applied.

      • It's a good idea to test the formula to make sure that it doesn't return an error value.

    Notes: 

    • Make sure that the Minimum value is less than the Maximum value.

    • You can choose a different type for Minimum and Maximum. For example, you can choose a Minimum number and a Maximum percent.

  8. To choose a Minimum and Maximum color scale, click Bar Color.

    If you want to choose additional colors or create a custom color, click More Colors. The bar color you select is shown in the Preview box.

  9. To show only the data bar and not the value in the cell, select Show Bar Only.

  10. To apply a solid border to data bars, select Solid Border in the Border list box and choose a color for the border.

  11. To choose between a solid bar and a gradiated bar, choose Solid Fill or Gradient Fill in the Fill list box.

  12. To format negative bars, click Negative Value and Axis and then, in the Negative Value and Axis Settings dialog box, choose options for the negative bar fill and border colors. You can choose position settings and a color for the axis. When you are finished selecting options, click OK.

  13. You can change the direction of bars by choosing a setting in the Bar Direction list box. This is set to Context by default, but you can choose between a left-to-right and a right-to-left direction, depending on how you want to present your data.

Use an icon set to annotate and classify data into three to five categories separated by a threshold value. Each icon represents a range of values. For example, in the 3 Arrows icon set, the green up arrow represents higher values, the yellow sideways arrow represents middle values, and the red down arrow represents lower values.

The example shown here works with several examples of conditional formatting icon sets.

Different icon sets for the same data

You can choose to show icons only for cells that meet a condition; for example, displaying a warning icon for those cells that fall below a critical value and no icons for those that exceed it. To do this, you hide icons by selecting No Cell Icon from the icon drop-down list next to the icon when you are setting conditions. You can also create your own combination of icon sets; for example, a green "symbol" check mark, a yellow "traffic light", and a red "flag."

Tip:  If any cells in the range contain a formula that returns an error, the conditional formatting is not applied to those cells. To ensure that the conditional formatting is applied to those cells, use an IS or IFERROR function to return a value (such as 0 or "N/A") instead of an error value.

Quick formatting

  1. Select one or more cells in a range, table, or PivotTable report.

  2. On the Home tab, in the Style group, click the arrow next to Conditional Formatting, click Icon Set, and then select an icon set.

    Conditional Formatting

You can change the method of scoping for fields in the Values area of a PivotTable report by using the Apply formatting rule to option button.

Advanced formatting

  1. Select one or more cells in a range, table, or PivotTable report.

  2. On the Home tab, in the Styles group, click the arrow next to Conditional Formatting, and then click Manage Rules. The Conditional Formatting Rules Manager dialog box appears.

  3. Do one of the following:

    • To add a conditional format, click New Rule. The New Formatting Rule dialog box appears.

    • To change a conditional format, do the following:

      1. Make sure that the appropriate worksheet, table, or PivotTable report is selected in the Show formatting rules for list box.

      2. Optionally, change the range of cells by clicking Collapse Dialog Button image in the Applies to box to temporarily hide the dialog box, by selecting the new range of cells on the worksheet, and then by selecting Expand Dialog Button image .

      3. Select the rule, and then click Edit rule. The Edit Formatting Rule dialog box appears.

  4. Under Apply Rule To, to optionally change the scope for fields in the Values area of a PivotTable report by:

    • Selection:    Click Just these cells.

    • Corresponding field:    Click All <value field> cells with the same fields.

    • Value field:    Click All <value field> cells.

  5. Under Select a Rule Type, click Format all cells based on their values.

  6. Under Edit the Rule Description, in the Format Style list box, select Icon Set.

    1. Select an icon set. The default is 3 Traffic Lights (Unrimmed). The number of icons and the default comparison operators and threshold values for each icon can vary for each icon set.

    2. You can adjust the comparison operators and threshold values. The default range of values for each icon are equal in size, but you can adjust these to fit your unique requirements. Make sure that the thresholds are in a logical sequence of highest to lowest from top to bottom.

    3. Do one of the following:

      • Format a number, date, or time value:    Select Number.

      • Format a percentage:    Select Percent.

        Valid values are from 0 (zero) to 100. Do not enter a percent (%) sign.

        Use a percentage when you want to visualize all values proportionally, because using a percentage ensures that the distribution of values is proportional.

      • Format a percentile:    Select Percentile. Valid percentiles are from 0 (zero) to 100.

        Use a percentile when you want to visualize a group of high values (such as the top 20th percentile) using a particular icon and low values (such as the bottom 20th percentile) using another icon, because they represent extreme values that might skew the visualization of your data.

      • Format a formula result:    Select Formula, and then enter a formula in each Value box.

        • The formula must return a number, date, or time value.

        • Start the formula with an equal sign (=).

        • Invalid formulas result in no formatting being applied.

        • It's a good idea to test the formula to make sure that it doesn't return an error value.

    4. To make the first icon represent lower values and the last icon represent higher values, select Reverse Icon Order.

    5. To show only the icon and not the value in the cell, select Show Icon Only.

      Notes: 

      1. You may need to adjust the column width to accommodate the icon.

      2. The size of the icon shown depends on the font size that is used in that cell. As the size of the font is increased, the size of the icon increases proportionally.

To more easily find specific cells within a range of cells, you can format those specific cells based on a comparison operator. For example, in an inventory worksheet sorted by categories, you can highlight the products with fewer than 10 items on hand in yellow. Or, in a retail store summary worksheet, you can identify all stores with profits greater than 10%, sales volumes less than $100,000, and region equal to "SouthEast."

The examples shown here work with examples of built-in conditional formatting criteria, such as Greater Than, and Top %. This formats cities with a population greater than 2,000,000 with a green background and average high temperatures in the top 30% with orange.

Formatting shows cities with more than 2 million, and top 30% of high temperatures

Note: You cannot conditionally format fields in the Values area of a PivotTable report by text or date, only by number.

Quick formatting

  1. Select one or more cells in a range, table, or PivotTable report.

  2. On the Home tab, in the Style group, click the arrow next to Conditional Formatting, and then click Highlight Cells Rules.

    Conditional Formatting

  3. Select the command you want, such as Between, Equal To Text that Contains, or A Date Occurring.

  4. Enter the values you want to use, and then select a format.

You can change the method of scoping for fields in the Values area of a PivotTable report by using the Apply formatting rule to option button.

Advanced formatting

  1. Select one or more cells in a range, table, or PivotTable report.

  2. On the Home tab, in the Styles group, click the arrow next to Conditional Formatting, and then click Manage Rules. The Conditional Formatting Rules Manager dialog box appears.

  3. Do one of the following:

    • To add a conditional format, click New Rule. The New Formatting Rule dialog box appears.

    • To change a conditional format, do the following:

      1. Make sure that the appropriate worksheet, table, or PivotTable report is selected in the Show formatting rules for list box.

      2. Optionally, change the range of cells by clicking Collapse Dialog Button image in the Applies to box to temporarily hide the dialog box, by selecting the new range of cells on the worksheet or on other worksheets, and then by selecting Expand Dialog Button image .

      3. Select the rule, and then click Edit rule. The Edit Formatting Rule dialog box appears.

  4. Under Apply Rule To, to optionally change the scope for fields in the Values area of a PivotTable report by:

    • Selection:    Click Just these cells.

    • Corresponding field:    Click All <value field> cells with the same fields.

    • Value field:    Click All <value field> cells.

  5. Under Select a Rule Type, click Format only cells that contain.

  6. Under Edit the Rule Description, in the Format only cells with list box, do one of the following:

    • Format by number, date, or time:    Select Cell Value, select a comparison operator, and then enter a number, date, or time.

      For example, select Between and then enter 100 and 200, or select Equal to and then enter 1/1/2009.

      You can also enter a formula that returns a number, date, or time value.

      • If you enter a formula, start it with an equal sign (=).

      • Invalid formulas result in no formatting being applied

      • It's a good idea to test the formula to make sure that it doesn't return an error value.

    • Format by text:    Select Specific Text, choosing a comparison operator, and then enter text.

      For example, select Contains and then enter Silver, or select Starting with and then enter Tri.

      Quotes are included in the search string, and you may use wildcard characters. The maximum length of a string is 255 characters.

      You can also enter a formula that returns text.

      • If you enter a formula, start it with an equal sign (=).

      • Invalid formulas result in no formatting being applied.

      • It's a good idea to test the formula to make sure that it doesn't return an error value.

    • Format by date:    Select Dates Occurring and then select a date comparison.

      For example, select Yesterday or Next week.

    • Format cells with blanks or no blanks:    Select Blanks or No Blanks.

      A blank value is a cell that contains no data and is different from a cell that contains one or more spaces (spaces are considered as text).

    • Format cells with error or no error values:    Select Errors or No Errors.

      Error values include: #####, #VALUE!, #DIV/0!, #NAME?, #N/A, #REF!, #NUM!, and #NULL!.

  7. To specify a format, click Format. The Format Cells dialog box appears.

  8. Select the number, font, border, or fill format you want to apply when the cell value meets the condition, and then click OK.

    You can choose more than one format. The formats you select are shown in the Preview box.

You can find the highest and lowest values in a range of cells that are based on a cutoff value you specify. For example, you can find the top 5 selling products in a regional report, the bottom 15% products in a customer survey, or the top 25 salaries in a department .

Quick formatting

  1. Select one or more cells in a range, table, or PivotTable report.

  2. On the Home tab, in the Style group, click the arrow next to Conditional Formatting, and then click Top/Bottom Rules.

    Conditional Formatting

  3. Select the command you want, such as Top 10 items or Bottom 10 %.

  4. Enter the values you want to use, and then select a format.

You can change the method of scoping for fields in the Values area of a PivotTable report by using the Apply formatting rule to option button.

Advanced formatting

  1. Select one or more cells in a range, table, or PivotTable report.

  2. On the Home tab, in the Styles group, click the arrow next to Conditional Formatting, and then click Manage Rules. The Conditional Formatting Rules Manager dialog box appears.

  3. Do one of the following:

    • To add a conditional format, click New Rule. The New Formatting Rule dialog box appears.

    • To change a conditional format, do the following:

      1. Make sure that the appropriate worksheet, table, or PivotTable report is selected in the Show formatting rules for list box.

      2. Optionally, change the range of cells by clicking Collapse Dialog Button image in the Applies to box to temporarily hide the dialog box, by selecting the new range of cells on the worksheet, and then by selecting Expand Dialog Button image .

      3. Select the rule, and then click Edit rule. The Edit Formatting Rule dialog box appears.

  4. Under Apply Rule To, to optionally change the scope fields in the Values area of a PivotTable report by:

    • Selection:    Click Just these cells.

    • Corresponding field:    Click All <value field> cells with the same fields.

    • Value field:    Click All <value field> cells.

  5. Under Select a Rule Type, click Format only top or bottom ranked values.

  6. Under Edit the Rule Description, in the Format values that rank in the list box, select Top or Bottom.

  7. Do one of the following:

    • To specify a top or bottom number, enter a number and then clear the % of the selected range box. Valid values are 1 to 1000.

    • To specify a top or bottom percentage, enter a number and then select the % of the selected range box. Valid values are 1 to 100.

  8. Optionally, change how the format is applied for fields in the Values area of a PivotTable report that are scoped by corresponding field.

    By default, the conditional format is based on all visible values. However when you scope by corresponding field, instead of using all visible values, you can apply the conditional format for each combination of:

    • A column and its parent row field, by selecting each Column group.

    • A row and its parent column field, by selecting each Row group.

  9. To specify a format, click Format. The Format Cells dialog box appears.

  10. Select the number, font, border, or fill format you want to apply when the cell value meets the condition, and then click OK.

    You can choose more than one format. The formats you select are shown in the Preview box.

You can find values above or below an average or standard deviation in a range of cells. For example, you can find the above average performers in an annual performance review or you can locate manufactured materials that fall below two standard deviations in a quality rating.

Quick formatting

  1. Select one or more cells in a range, table, or PivotTable report.

  2. On the Home tab, in the Style group, click the arrow next to Conditional Formatting, and then click Top/Bottom Rules.

    Conditional Formatting

  3. Select the command you want, such as Above Average or Below Average.

  4. Enter the values you want to use, and then select a format.

You can change the method of scoping for fields in the Values area of a PivotTable report by using the Apply formatting rule to option button.

Advanced formatting

  1. Select one or more cells in a range, table, or PivotTable report.

  2. On the Home tab, in the Styles group, click the arrow next to Conditional Formatting, and then click Manage Rules. The Conditional Formatting Rules Manager dialog box appears.

  3. Do one of the following:

    • To add a conditional format, click New Rule. The New Formatting Rule dialog box appears.

    • To change a conditional format, do the following:

      1. Make sure that the appropriate worksheet, table, or PivotTable report is selected in the Show formatting rules for list box.

      2. Optionally, change the range of cells by clicking Collapse Dialog Button image in the Applies to box to temporarily hide the dialog box, by selecting the new range of cells on the worksheet, and then by selecting Expand Dialog Button image .

      3. Select the rule, and then click Edit rule. The Edit Formatting Rule dialog box appears.

  4. Under Apply Rule To, to optionally change the scope for fields in the Values area of a PivotTable report by:

    • Selection:    Click Just these cells.

    • Corresponding field:    Click All <value field> cells with the same fields.

    • Value field:    Click All <value field> cells.

  5. Under Select a Rule Type, click Format only values that are above or below average.

  6. Under Edit the Rule Description, in the Format values that are list box, do one of the following:

    • To format cells that are above or below the average for all of the cells in the range, select Above or Below.

    • To format cells that are above or below one, two, or three standard deviations for all of the cells in the range, select a standard deviation.

  7. Optionally, change how the format is applied for fields in the Values area of a PivotTable report that are scoped by corresponding field.

    By default, the conditionally format is based on all visible values. However when you scope by corresponding field, instead of using all visible values, you can apply the conditional format for each combination of:

    • A column and its parent row field, by selecting each Column group.

    • A row and its parent column field, by selecting each Row group.

  8. Click Format to display the Format Cells dialog box.

  9. Select the number, font, border, or fill format you want to apply when the cell value meets the condition, and then click OK.

    You can choose more than one format. The formats you select are displayed in the Preview box.

Note: You can't conditionally format fields in the Values area of a PivotTable report by unique or duplicate values.

In the example shown here, conditional formatting is used on the Instructor column to find instructors that are teaching more than one class (duplicate instructor names are highlighted in a rose color). Grade values that are found just once in the Grade column (unique values) are highlighted in a green color.

Values in column C that aren't unique are colored rose, unique values in column D are green

Quick formatting

  1. Select one or more cells in a range, table, or PivotTable report.

  2. On the Home tab, in the Style group, click the arrow next to Conditional Formatting, and then click Highlight Cells Rules.

    Conditional Formatting

  3. Select Duplicate Values.

  4. Enter the values you want to use, and then select a format.

Advanced formatting

  1. Select one or more cells in a range, table, or PivotTable report.

  2. On the Home tab, in the Styles group, click the arrow next to Conditional Formatting, and then click Manage Rules. The Conditional Formatting Rules Manager dialog box appears.

  3. Do one of the following:

    • To add a conditional format, click New Rule. The New Formatting Rule dialog box appears.

    • To change a conditional format, do the following:

      1. Make sure that the appropriate worksheet or table is selected in the Show formatting rules for list box.

      2. Optionally, change the range of cells by clicking Collapse Dialog Button image in the Applies to box to temporarily hide the dialog box, by selecting the new range of cells on the worksheet, and then by selecting Expand Dialog Button image .

      3. Select the rule, and then click Edit rule. The Edit Formatting Rule dialog box appears.

  4. Under Select a Rule Type, click Format only unique or duplicate values.

  5. Under Edit the Rule Description, in the Format all list box, select unique or duplicate.

  6. Click Format to display the Format Cells dialog box.

  7. Select the number, font, border, or fill format you want to apply when the cell value meets the condition, and then click OK.

    You can choose more than one format. The formats you select are shown in the Preview box.

If you want to apply an existing formatting style to new or other data on your worksheet, you can use Format Painter to copy the conditional formatting to that data.

  1. Click the cell that has the conditional formatting you want to copy.

  2. Click Home > Format Painter.

    Copy and Paste buttons on the Home tab

    The pointer changes to a paintbrush.

    Tip:  You can double-click Format Painter if you want to keep using the paintbrush to paste the conditional formatting in other cells.

  3. To paste the conditional formatting, drag the paintbrush across the cells or ranges of cells you want to format.

  4. To stop using the paintbrush, press Esc.

Note:  If you've used a formula in the rule that applies the conditional formatting, you might have to adjust relative and absolute references in the formula after pasting the conditional format. For more information, see Switch between relative, absolute, and mixed references.

Clear conditional formatting on a worksheet    

  • On the Home tab, click Conditional Formatting > Clear Rules > Clear Rules from Entire Sheet.

Clear conditional formatting in a range, table, or PivotTable    

  1. Select the range of cells, table, or PivotTable for which you want to clear conditional formats.

  2. On the Home tab, click Conditional Formatting > Clear Rules.

  3. Depending on what you have selected, click Selected Cells, This Table, or This PivotTable.

Do you have a specific function question?

Post a question in the Excel community forum

Help us improve Excel

Do you have suggestions about how we can improve the next version of Excel? If so, please check out the topics at Excel User Voice.

See Also

Use a formula to apply conditional formatting

Manage conditional formatting rule precedence

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