How to Use a Check Box to “Toggle” Conditional Formatting On or Off in Excel

Sort by Color in Excel

Sort by Color in Excel

In my previous Excel Tutorial – “Conditional Formatting to Dynamically Format Dates” – I demonstrated how to  apply Conditional  Formatting based upon the number of days have passed since last contact with a customer. Now I will extend what you just learned.

Three Techniques in this Video:

  1. How to extend  Conditional Formatting Rules to additional cell ranges.
  2. How to use the “Sort by Colors” feature introduced in Excel 2007.
  3. How to add a Check Box Form Control that will “toggle” the Conditional Formatting On or Off.

Paste Special “Live Preview”

I demonstrate a great new feature introduced in Excel 2010, “Live Preview” for Paste Special. You will use Paste Special – Formats to extend the rules for Conditional Formatting to a new range of Cells

Sort by Color

Beginning with Excel 2007, you can now sort fields based upon the color of a font or a cell background. I show how this works.

The Check Box Form Control

The “key concept” to understand when using Excel’s Form Controls is the “Cell Link.” With a Check Box Control, the value in the Cell Link is TRUE when the box is “checked” while the value is FALSE when it is Unchecked. We can use this information to create a “Conditional Format based upon a Formula.”

Conditional Formatting Rules

When you base Conditional Formatting upon a Formula, the result of that formula must return TRUE in order apply this formatting. Setting the background cell color to “White” effectively “hides” the previous background cell colors.

Shop for The 50 Best Tips for Excel 2007

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Build an Accounts Receivable Aging Report

Here is another request for help from a viewer. How to create a report that shows “the aging” of past due invoices (1 – 30 days past due, etc.).

Here are the Functions that I use in this report:

  • =IF()
  • =AND()
  • =WEEKDAY()

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Trust Your Sources but Verify Your Data’s Accuracy

You may be familiar with the expression, “Trust but Verify!” President Reagan used this phrase when referring to the Soviet Union’s agreement to disarm their missiles. It is also a good approach to follow when you receive Excel data from someone else:

  1. Never open up a data file unless you trust the source.
  2. Never make a decision on the data until you verify the accuracy of the formulas and the structure of the spreadsheet.

In this Excel Video Lesson, I demonstrate how to use the GoTo Special Dialog box to verify the accuracy of your data.

Here are the steps to follow in this lesson:

  1. Choose Edit – GoTo – Special – Formulas to highlight all of the cells containing formulas in the worksheet.
  2. The Keyboard Shortcuts for “GoTo” are Ctrl+G or the F5 Key.
  3. In the “Special” dialog box, you can also choose “Constants.” This may make it easier to spot the cells that are “hard-coded” with a constant value when they should contain a formula.
  4. You can narrow your selection to “Text,” “Logical,” Numeric,” etc. formulas.
  5. Use the Ctrl+~ (Tilde) Shortcut to show the actual formulas in your worksheet.

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