Microsoft Excel - Conditional formatting in 2007

Asked By Kevin Mahoney
15-Oct-08 02:16 PM
I have a spreadsheet that was created in 2003, saved as 97-2003 workbook (compatibility mode on).  When I try to use existing or create new conditional formats, it doesn't automatically work.  I'm trying to change the format of one cell based upon a formula that checks a value in another.  I change the referenced cell to make the formula TRUE, but the format doesn't change.  If I page down or off the screen, the format then changes.  Auto recalc is on.  Anyone see this before?  Thanks.

Check this  Check this

15-Oct-08 10:00 PM

Hi,

Conditional Formatting

 

You can use something called Conditional Formatting in your spreadsheets. Conditional Formatting allows you to change the appearance of a cell, depending on certain conditions. What we'll do is to colour the Overall Averages on our Student Exam spreadsheet, depending on the grade. Here's the spreadsheet we'll be working on.

The Student Grades Spreadsheet

  • Open up your Student Exam spreadsheet (You did complete it, didn't you?)
  • Highlight the cells with Overall Grades, which should be cells B11 to I11

The Overall Averages range from 44 to 85. We'll colour each grade, depending on a scale. A different colour will apply to the following grades:

  • 50 and below
  • 51 to 60
  • 61 to 70
  • 71 to 80
  • 81 and above

So five different bands, and a colour for each. To set the Conditional Formatting in Excel 2007, do the following:

  • With your Overall Averages highlighted, click on the Home menu at the top of Excel
  • Locate the Styles panel, and the Conditional Formatting item:

The Styles Panel in Excel 2007

The Conditional Formatting menu gives you various options. The easiest one is the Colour Scales option. Select one of these and Excel will colour the cell backgrounds for you:

Color Scales in Excel 2007

That's not quite what we're looking for, though. We'd like to choose our own values. So click on More Rules, from the Colour Scales submenu. You'll see the following rather complex dialogue box:

New Formatting Rule dialogue box

The one we want is the second option, Format only cells that contain. This will allow us to set up our values. When you click this option, the dialogue box changes to this:

The part we're interested in is the bottom part, under the heading Edit the Rule Description. It says Cell Value and Between, in the drop down boxes. These are the ones we want. We only need to type a value for the two boxes that are currently blank in the image above. We can then click the Format button to choose a colour.

So type 0 in the first box and 50 in the second one:

Then click the Format button. You'll get another dialogue box popping up. This is just the Format Cells one though. You've met this before. Click on the Fill tab and choose a colour. Click OK and you should see something like this under Edit the Rule Description:

The Preview is showing the colour we picked. So we've said, "If the Cell Value is between 0 and 50 then colour the cell Red".

Click OK on this dialogue box to get back to Excel. You should find that one of the cells has turned red. To format the rest of the cells, click on Conditional Formatting on the Styles panel again. From the menu, click on Manage Rules:

You'll get yet another complex dialogue box popping up! This one:

Our first rule is already there - Cell Value Between. The only thing we're doing here is adding New Rules, similar to the one we've just set up. Click the New Rule button then. You'll see the exact same dialogue boxes you used to set up the first rule. Set a new colour for the next scores - 51 to 60. Choose a colour, and keep clicking OK until you get back to the Rules Manager dialogue box. It should now look something like this one:

We now have to colours in our range. Do the rest of the scores, choosing a colour for each. The scores are these, remember:

  • 50 and below
  • 51 to 60
  • 61 to 70
  • 71 to 80
  • 81 and above

When you've done them all, your dialogue box should have five colours:

The colours above are entirely arbitrary, and you don't have to select the same ones we did. The point is to have a different colour for each range of scores. But click OK when you're done. Your Overall Averages will then look something like this:

Formatting your spreadsheet in this way allows you to see at a glance relevant information. In the spreadsheet above, it's obvious who's failing - just look for the red cells!

more details  more details

16-Oct-08 08:17 AM

Thanks for the info, but I know how to use Conditional Formatting.  My problem is that when using a formula to reference one cell (AA3), it doesn't update the format in the cell that I want (cell AA2).  For example, I have a fomula that says if AA3>0, then the format in AA2 should be red font with grey shading.  When I change the value from 0 to 1, nothing immediately happens.  However, if I go off screen (page down) or minimize Excel, the correct result apears.  It just doesn't automatically refresh on the screeen. It appears to be a bug on sheets that had old conditional formating.  Even if I delete all old formats it still doesn't work.  New sheets in the workbook appear to work fine.  I think I uploaded some examples to illustrate the problem.

Thanks again.

 

 

 

conditional formatting question  conditional formatting question

24-Mar-09 12:34 PM

I have an excel sheet where I have Conditionally formatted lets say Column C to be either red, yellow, or green. Now I want to format column B to be the a certain color depending on Column C. So If C1 is red I would like B1 to be red and so on and so forth for like C3 and B3, etc.

Here is a good workaround  Here is a good workaround
20-Jun-09 02:48 AM

I have also had this problem. I have upgraded to Office 2007 and conditional formatting does not work reliably in compatibility mode. To overcome the problem, I opened a new workbook, copied all worksheets from the offending workbook to the new workbook and saved the new workbook. I also had some macros that I had to copy across.

When I saved the new file it remained it's compatibility mode status and hey presto - the conditional formatting now works!

Solution for the auto refresh problem with conditional formatting in Excel 2007  Solution for the auto refresh problem with conditional formatting in Excel 2007
12-Feb-10 12:17 PM
Hi All,
better late then never ... the solution for this problem.

Just set up your conditional formatting in the cell's you want.
Make sure you activate the "Developer" tab in the menu.
Do this by clicking on the Office button, click on Excel options and in the "Popular" section check the box ""Show developer tab in the Ribbon".
Click on the Developer menu and go to the Visual basic view.
Click on the nemu View and select "properties Window". In that list you can find the "EnableFormatConditionsCalculation".
Set this value to "True" and the auto refresh will work.
Perform this action for all tabs in your sheet.
  Paul Strike replied to Koen
14-Feb-10 02:40 AM
Excellent - thanks Koen.
  Jake replied to Koen
03-Dec-10 02:58 PM
Thank you so much.  This fixed it!
  Marco replied to Kevin Mahoney
19-May-11 05:56 AM
Perfect, works every time
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