FormulaCamp
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2. Formatting and Presentation · Conditional Formatting · 15 min

7. Color Scales, Data Bars and Icon Sets

Lesson 7 of 11
Task 1 of 3
  1. Color the sales in B2:B9 with a red – yellow – green color scale.

Lesson theory

An ordinary rule colors a cell only when its condition is met. Visual rules color every number in the range by where it sits between the minimum and the maximum, so the table turns into a heat map by itself.

  • Color Scale "red – yellow – green": the minimum is red, the median is yellow, the maximum is green. A two-color scale runs from white to green;
  • Data Bars: the length of the bar is proportional to the number, from zero (or from the minimum if there are negative values) to the maximum;
  • Icon Set "3 Arrows": ▲ is the top third of the values (67% and up), ▶ is the middle third (33% and up), ▼ is the bottom third.

In Excel: Home › Conditional Formatting › Color Scales / Data Bars / Icon Sets. You can adjust the thresholds under Manage Rules; the trainer uses Excel's default thresholds.

Don't color everything. One scale on the key metric reads better than three rules on every column.

Test yourself

1. The values are 0, 50 and 100. Which arrow does 50 get in the "3 Arrows" icon set?
2. How does a color scale differ from a "Greater Than" rule?
3. What color is the median in the default red – yellow – green scale?
fx

Enter — commit · F2 — edit · F4 — $ in a reference · Ctrl+C/Ctrl+V — copy and paste · Ctrl+Z — undo

Esc or F6 — leave the sheet for the «Check» button · Shift+Tab in the first cell — back to the page