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Custom & Conditional Formatting in Microsoft Excel

Kim Webb

At the end of this project, you will be able to customize your formatting in Microsoft Excel. You will also be able to use basic conditional formatting to ensure a seamless use of Microsoft Excel and to highlight important sections of your sheet. Being able to use custom and conditional formatting in Microsoft Excel will allow you to make sense of the data quickly. This allows you to visualize your data and make it easier for you and for others to understand the data. This becomes more important the more data is contained in the sheet.

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At the end of this project, you will be able to customize your formatting in Microsoft Excel. You will also be able to use basic conditional formatting to ensure a seamless use of Microsoft Excel and to highlight important sections of your sheet. Being able to use custom and conditional formatting in Microsoft Excel will allow you to make sense of the data quickly. This allows you to visualize your data and make it easier for you and for others to understand the data. This becomes more important the more data is contained in the sheet.

The goal of this project is to allow you to visualize your data for yourself and others using Microsoft Excel.

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What's inside

Syllabus

Project Overview
At the end of this project, you will be able to customize your formatting in Microsoft Excel. You will also be able to use basic conditional formatting to ensure seamless use of Microsoft Excel and to highlight important sections of your sheet. Being able to use custom and conditional formatting in Microsoft Excel will allow you to make sense of the data quickly. This allows you to visualize your data and make it easier for you and for others to understand the data. This becomes more important the more data is contained in the sheet.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Focuses on customizing formatting, which is useful for data visualization and presentation
Provides foundational skills in using conditional formatting for data analysis and highlighting important information
Suitable for learners looking to improve their Excel proficiency in data visualization and sense-making
Emphasizes the importance of data visualization for effective data communication and understanding
Taught by Kim Webb, an experienced instructor with expertise in Excel

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Custom & Conditional Formatting in Microsoft Excel with these activities:
Read "Excel 2019 Bible"
Reading "Excel 2019 Bible" will help you learn more about the program and how to use it effectively.
View Excel 2019 Bible on Amazon
Show steps
  • Purchase or borrow a copy of "Excel 2019 Bible".
  • Read the book and take notes.
  • Try out the examples and exercises in the book.
Watch video tutorials on advanced Excel formatting and conditional formatting techniques
Video tutorials can provide additional guidance and insights on more advanced formatting techniques to complement the project.
Browse courses on Advanced Formatting
Show steps
  • Search for and identify relevant video tutorials
  • Watch the tutorials and take notes on the techniques demonstrated
  • Practice applying the techniques in your own Excel spreadsheets
Review common Excel shortcuts
Reviewing common Excel shortcuts will help you be more efficient when using the program.
Browse courses on Microsoft Excel
Show steps
  • Open Excel and go to the Help tab.
  • Click on the "Keyboard Shortcuts" option.
  • Review the list of shortcuts and practice using them.
12 other activities
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Review the Excel documentation on formatting
Reviewing the Excel documentation on formatting will help you refresh your knowledge and learn more about the program.
Browse courses on Microsoft Excel
Show steps
  • Go to the Microsoft Excel website.
  • Click on the "Documentation" tab.
  • Read the documentation on formatting.
Practice Excel Formatting
Practice formatting in Excel to improve understanding and proficiency.
Show steps
  • Create a new Excel worksheet.
  • Enter some data into the worksheet.
  • Format the cells using the Home tab.
  • Use the Format Cells dialog box to customize the formatting.
  • Apply conditional formatting to highlight important data.
Watch a tutorial on conditional formatting in Excel
Watching a tutorial on conditional formatting in Excel will help you learn how to use this powerful tool.
Browse courses on Conditional Formatting
Show steps
  • Go to YouTube and search for "conditional formatting in Excel".
  • Choose a tutorial and watch it.
  • Follow along with the tutorial and try out the steps yourself.
Complete a series of Excel exercises focused on formatting and conditional formatting
Additional practice exercises will reinforce the formatting concepts covered in the project.
Browse courses on Formatting
Show steps
  • Find a set of Excel exercises or create your own
  • Work through the exercises, applying the formatting and conditional formatting techniques learned in the project
  • Check your answers and make corrections as needed
Practice formatting Excel data
Practicing formatting Excel data will help you become more proficient in using the program.
Show steps
  • Open Excel and create a new worksheet.
  • Enter some data into the worksheet.
  • Apply different formatting options to the data.
  • Experiment with different formatting options.
Discuss Excel formatting with a peer
Discussing Excel formatting with a peer will help you learn from others and clarify your understanding.
Show steps
  • Find a peer who is also taking the course.
  • Schedule a time to meet.
  • Discuss Excel formatting and ask each other questions.
Create a presentation that showcases your understanding of Excel formatting and conditional formatting
Creating a presentation requires synthesizing and communicating the key concepts learned in the project to a broader audience.
Browse courses on Presentation
Show steps
  • Develop an outline for your presentation, including key topics and examples
  • Create slides for your presentation, incorporating visuals and clear explanations
  • Rehearse your presentation and time yourself
  • Deliver your presentation to an audience or record it for sharing
Volunteer at a local organization that uses Excel
Volunteering at a local organization that uses Excel will help you gain practical experience and contribute to your community.
Browse courses on Volunteering
Show steps
  • Find a local organization that uses Excel.
  • Contact the organization and ask about volunteering opportunities.
  • Volunteer your time and help out with Excel-related tasks.
Design a custom Excel template using the formatting techniques learned in the project
Designing a template provides an opportunity to apply the formatting skills learned in the project and create a useful resource for yourself or others.
Browse courses on Custom Formatting
Show steps
  • Identify the purpose and target audience for your template
  • Sketch out a design for the template, including the layout and formatting
  • Create the template in Excel, incorporating the formatting techniques learned in the project
  • Test the template with different data and scenarios
  • Finalize the template and share it with others
Create a blog post summarizing the key concepts covered in the project
Writing a blog post about the concepts will improve your understanding and make it easier to articulate to others.
Browse courses on Formatting
Show steps
  • Brainstorm a list of key concepts covered in the project
  • Organize the concepts into a logical order for your post
  • Write a draft of the post, including examples and explanations
  • Revise and edit the post for clarity and conciseness
  • Publish your blog post and share it with others
Create a spreadsheet that uses custom and conditional formatting
Creating a spreadsheet that uses custom and conditional formatting will help you apply your skills and knowledge.
Browse courses on Custom Formatting
Show steps
  • Open Excel and create a new spreadsheet.
  • Enter some data into the spreadsheet.
  • Apply custom and conditional formatting to the data.
  • Save the spreadsheet and share it with others.
Create a data visualization using Excel
Creating a data visualization using Excel will help you apply your skills and knowledge in a practical way.
Browse courses on Data Visualization
Show steps
  • Choose a dataset to visualize.
  • Open Excel and create a new spreadsheet.
  • Enter the data into the spreadsheet.
  • Create a data visualization using Excel.
  • Save the spreadsheet and share it with others.

Career center

Learners who complete Custom & Conditional Formatting in Microsoft Excel will develop knowledge and skills that may be useful to these careers:
Data Analyst
Data Analysts are responsible for collecting, cleaning, and analyzing data to help businesses make better decisions. This course can help Data Analysts visualize and communicate data more effectively, which is a key skill for success in this role. Additionally, the course covers basic conditional formatting, which can be used to highlight important trends and patterns in data.
Financial Analyst
Financial Analysts help businesses make investment decisions by analyzing financial data. This course can help Financial Analysts visualize and communicate financial data more effectively, which is a key skill for success in this role. Additionally, the course covers basic conditional formatting, which can be used to highlight important trends and patterns in financial data.
Business Analyst
Business Analysts help businesses improve their operations by analyzing data and identifying areas for improvement. This course can help Business Analysts visualize and communicate data more effectively, which is a key skill for success in this role. Additionally, the course covers basic conditional formatting, which can be used to highlight important trends and patterns in data.
Marketing Analyst
Marketing Analysts help businesses understand their customers and develop marketing campaigns. This course can help Marketing Analysts visualize and communicate data more effectively, which is a key skill for success in this role. Additionally, the course covers basic conditional formatting, which can be used to highlight important trends and patterns in marketing data.
Operations Analyst
Operations Analysts help businesses improve their operations by analyzing data and identifying areas for improvement. This course can help Operations Analysts visualize and communicate data more effectively, which is a key skill for success in this role. Additionally, the course covers basic conditional formatting, which can be used to highlight important trends and patterns in operations data.
Data Scientist
Data Scientists use data to solve business problems. This course can help Data Scientists visualize and communicate data more effectively, which is a key skill for success in this role. Additionally, the course covers basic conditional formatting, which can be used to highlight important trends and patterns in data.
Management Consultant
Management Consultants help businesses improve their performance. This course can help Management Consultants visualize and communicate data more effectively, which is a key skill for success in this role. Additionally, the course covers basic conditional formatting, which can be used to highlight important trends and patterns in data.
Financial Advisor
Financial Advisors help individuals and businesses manage their finances. This course can help Financial Advisors visualize and communicate financial data more effectively, which is a key skill for success in this role. Additionally, the course covers basic conditional formatting, which can be used to highlight important trends and patterns in financial data.
Investment Analyst
Investment Analysts help individuals and businesses make investment decisions. This course can help Investment Analysts visualize and communicate financial data more effectively, which is a key skill for success in this role. Additionally, the course covers basic conditional formatting, which can be used to highlight important trends and patterns in financial data.
Actuary
Actuaries use mathematics to assess risk and uncertainty. This course can help Actuaries visualize and communicate data more effectively, which is a key skill for success in this role. Additionally, the course covers basic conditional formatting, which can be used to highlight important trends and patterns in data.
Statistician
Statisticians collect, analyze, and interpret data. This course can help Statisticians visualize and communicate data more effectively, which is a key skill for success in this role. Additionally, the course covers basic conditional formatting, which can be used to highlight important trends and patterns in data.
Data Engineer
Data Engineers build and maintain data systems. This course can help Data Engineers visualize and communicate data more effectively, which is a key skill for success in this role. Additionally, the course covers basic conditional formatting, which can be used to highlight important trends and patterns in data.
Database Administrator
Database Administrators manage and maintain databases. This course can help Database Administrators visualize and communicate data more effectively, which is a key skill for success in this role. Additionally, the course covers basic conditional formatting, which can be used to highlight important trends and patterns in data.
Software Engineer
Software Engineers design, develop, and maintain software. This course may help Software Engineers visualize and communicate data more effectively, which is a useful skill for success in this role. However, the course does not cover advanced data analysis or visualization techniques that are often used by Software Engineers.
Web Developer
Web Developers design and develop websites. This course may help Web Developers visualize and communicate data more effectively, which is a useful skill for success in this role. However, the course does not cover advanced data analysis or visualization techniques that are often used by Web Developers.

Reading list

We've selected six books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Custom & Conditional Formatting in Microsoft Excel.
Comprehensive guide to Excel formulas and functions. It covers a wide range of topics, from basic arithmetic to advanced statistical functions.
Guide to data analysis and visualization in Excel. It covers a wide range of topics, from data cleaning and preparation to creating charts and graphs.
Guide to creating PivotTables and PowerPivot tables in Excel. It covers a wide range of topics, from the basics of PivotTables to advanced techniques such as creating calculated fields and measures.

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