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Showing posts with the label Conditional Formatting

Column/Row Groups & Symbols & Percent Change

Credits to this YouTuber Great Excel tips from this YouTuber. Column and Row grouping is helpful for hiding and unhiding in quick efficient manner.  The classic (New-Old)/Old then convert into percentage to find percent change Use the insert --> Symbol and I used geometric shapes. Also used a conditional formatting for easy reading Ctrl + 1 is hotkey shortcut to format cells

Conditional Formatting Icon Sets

ICON SETS Below is an example of green if we billed a job a 100%, yellow if billed 50% but below 100%, and red if 0% using icon sets.

If & Operators (Fail, Pass, Perfect)

IF  &  Operators Below is file with example of arithmetic operators and comparison operator. I used the if statement along with comparison operator to determine result of "fail", "pass", or "perfect." I also used a conditional formatting rule to fill a certain color for each result.

Conditional Formatted List

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As a Finance & Accounting Specialist, I need to check that the finalized client invoices match our billing summary gross amount. I created this conditional formatted list to keep track what match and did not match. Then, I would make the appropriate changes to the commission rates so they would match. Our system Mediaocean does not always calculate at the exact commission rate due to rounding so that is why we must go through this process to ensure our numbers on Excel match with what we are sending to the client. Data --> Data Validation Make it a list and enter your 2 options Conditional Formatting --> Manage Rules Set the cell to be highlighted green when cell says "Match" and highlighted red when cell says "Do Not Match" See below what it will look like: