Excel Video 50 Icon Sets, Part 1

Watch Excel 50 to learn how to use a variety of Excel's icon sets in conditional formatting. Icon sets can be especially useful as you try to set up dashboards and other summary reports so readers can quickly focus on key practice indicators. This example walks through a variety of ways to add an icon to a cell to help users see if the cell's value is going up or going down, high or low, etc.

I also spend some time walking through how to customize the icons so that you can get the icons to work just the way you want them to in your reports. If you highlight the cells you've conditionally formatted, go to Conditional Formatting on the Home tab, choose Manage Rules, then edit the rule you want to customize. There are two sections to the Edit Formatting Rule screen that appears. After Excel Video 51 demonstrates more about icon sets, I'll walk through examples for the top half of the screen, "Select a rule type." The bottom half of the screen, "Edit the Rule Description," is where you can customize how your conditional formatting rules work. We'll work through an example in this video. Plan on more examples in future Excel Videos.

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Closed Caption:

no
I'm need more welcome to lessen
50 wrong way to excel video 15 we're
going to talk more about conditional
formatting today
and where to tackle that a little bit
about icons
in the sense that are available how we
can for many things let's assume that I
have
these new patient referrals to my clinic
I have my top referring physicians here
over here in 2002 has a chance I have
the number of new patients that they
preferred
to my clinic and I want to see the
difference so I've taking this for me
here to look at the difference
there's awesome conditional for many
ways to make this
call on this change are a lot easier to
visualize
here's what you need a conditional
formatting your icon sets and look at
all these
options here for icon sets
arm we come over here I
I'd like for you scene changes me go
let's see if we can GE this
in India issue for me there we go see if
we do this
nay can see some examples of how they
look so this are
in green arrows are propping yellow is
relatively flat Reds down you can do the
same thing
with flags if your gonna print black and
white you can do
gray a roach we can you sure cause we
can do shapes
we can t stop lights in the symbols with
the check mark in the exploration axe
or outside the circle and these are all
3 icon scales years for we've got I
I'm kinda halfway up halfway down and
down same thing in black and white
I there it is gone from I read the black
or from green to yellow to red to black
on the regular pack guy bars on cell
phone
you can do a whole variety of things to
this
what she's do something simple like this
one and once you have it in their
they were you can do is you can go in
and
will go back conditional formatting the
cells that I want
J and are selected some legal manager
rules and
its is a for these for the current
selection here are the rules the German
place you have one
and we can at that rule and look at what
it's doing
let's try it may be a little bit here
she see it better
so the Acronis the white now
when the value is a great night was
sixty-seven percent
make it green when it's between 67 33
percent mickey'll
and when it's less than 33 percent make
it read what we can control.
that number different ways of shooting a
greater than or equal to hear and the
number here
want to do is Amina play with this an
let's do I'm number and I went for a
look at my
data are the chances this is renovating
its can move on me but let's say
when value is 1 I've got more than five
new patients
five more than I had last year make it
green that's good for me
and when I've got between 5
and let's say negative 5 an ominous make
this a number
then come back and make it -5 so win
I've got
bit somewhere between for
and -5 somewhere in that range where
I'm kinda flat between this year and
last why make the yellow
and then after I hit tab here
rebels red recognizes hey you got 95
here so when is less than 85 I'm gonna
make it read
and what okay if for whatever reason
we've talked about this before
and I your arms
you want to look at it the other way
Riverside order where
are you one green when the vise real are
a lot lower
I maybe it's a PSA testing you want it
to be lower torso
something like that you can reverse the
order you can also choose to show the
Act number let's do this and she would
look like one supplier
and now I have years if it's flat no no
I have that's flat as yellow
that's down by more than five at 16:37
18
the are all read and here's a five and
five and higher
its gonna go I a greener
for me and to me that makes it a whole
lot easier
just see the changes
from year to year particularly if you've
got data
thats opted automatically or link to
live date or whatever
as you change things and refreshments
just
I am
in the mortally that every japanese
number and it's going to change
as we do that and you see the numbers
change initial formation on a Mac
louisiana glance to see
which positions are going to happen
which are going down
with helping OJ Ross hope you found that
help for one show you one more example
next time with
icons in this patient satisfaction
survey
stage in with that mix of the a51 thanks
for watching