Using Excel's Conditional Formatting and Data Validation Tools

Instructor: Cathy Horwitz
Product ID: 706682
Training Level: Intermediate
  • Duration: 60 Min
Data is important. Locating specific data is important. Being sure that the correct data is being input is critical. Thanks to Conditional Formatting, you can highlight all information that is important to you (the highest or lowest values, duplicate values, values that are larger or smaller than a certain value). This will provide you with the necessary information to make important business decisions. Conditional formatting is one of the major strengths of Excel!
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Read Frequently Asked Questions

Why Should You Attend:

To be sure that the data is entered accurately, use Data Validation to restrict the input type of a value based on a specific set of criteria. Trying to enter data that does not meet the criteria will generate an error message.

Create a drop-down list of items in a cell with data validation. This will make data entry easier, and reduce input errors and typing mistakes.

Both of these tools give you greater control over the data you are working with.

With Conditional Formatting, we’ll show you how massive amounts of data can be analyzed to visually emphasize relationships, find exceptions, and spot trends.

Conditional formatting can change the format of cells based on their values in multiple ways including font style, underline style, font color, fill color and more.

Adding your own formula to a conditional formatting rule gives it a power boost to help you do things the built-in rules can’t do.

Data bars can be used to show the value of a cell relative to other cells. Data bars can be modified multiple ways.

Color scales shows data distribution and variation. Shades of color represent high, middle and low values. A variety of color combinations are available.

Icon sets allow annotation and classification of data into three to five categories using icons. It is possible to customize icon sets.

To be sure that the data is entered accurately, use Data Validation to restrict the input type of a value based on a specific set of criteria. Trying to enter data that does not meet the criteria will generate an error message.

Settings include value type, such as decimal, date, and time. Ranges can be set here. Input messages can be generated to give the user a description of the data allowed in the cell. Error messages can be customized to describe the error a user encounters when invalid data is entered.

Create a drop-down list of items in a cell with data validation. This will make data entry easier, and reduce input errors and typing mistakes.

Invalid data can automatically be highlighted in a worksheet.

Areas Covered in the Webinar:

Conditional Formatting

  • Types of conditional formats
  • Highlighting cells rules
  • Applying data bars, color scales and icon sets
  • Removing conditional formatting
  • Modifying conditional formatting
  • Using the conditional formatting rules manager
  • Creating conditional formatting based on a formula

Data Validation

  • Using the data validation dialog box
  • Creating data validation criteria
  • Modifying and removing data validation
  • Creating an input message
  • Modifying the error message
  • Creating a drop down list for data entry
  • Copying a drop down list to multiple columns or rows

Who Will Benefit:

  • Business Owners
  • CEO's / CFO's / CTO's
  • Managers
  • Accountants
  • CPA's
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Marketers
  • Anybody with large amounts of Data
  • Anybody who uses Microsoft Excel on a regular basis and wants to be more efficient and productive.
Instructor Profile:
Cathy Horwitz

Cathy Horwitz
Instructor and Consultant, PC Training and Consulting

Cathy teaches classes on the Microsoft suite of application software including Excel, PowerPoint, Word, Access and Outlook. Cathy has over 30 years of experience in classroom training and application support with personal computers and has been an instructor for the Microsoft Office Suite since 1989.

Cathy Horwitz believes that when your employees know the capabilities of the software they use, they will demonstrate improved productivity, will be more efficient and will be able to problem solve more easily.

Her strengths include customizing classes based on the needs of individual students and providing realistic business examples to compliment training. She is a high energy trainer with a flair for training the adult student.

She holds the Modern Classroom Certified Trainer certification from Logical Operations which prepares instructors for all aspects of delivering a course using the latest training technologies and approaches.

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Refund Policy

Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. ComplianceOnline would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange.

Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time.

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