New Features in Excel 2010 Conditional Formatting

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Excel 2010 - Conditional Formatting - Review, Improvements and Demo

Conditional formatting is one of favorite features in Excel. CF has helped me save the day at work more than a dozen occasions. I almost became project manager just because I knew how to make a gantt chart in excel using conditional formatting. I have written extensively about it.

So, I was naturally curious to explore what is new in Excel 2010’s Conditional Formatting. In this post, I will share some of the coolest improvements in CF.

1. You can refer to data in other worksheets now

Refer values in other worksheets - excel conditional formatting
This is the best new addition to CF capabilities in Excel 2010. Now we can refer to data in other worksheets without using any named ranges or copying the data over to primary sheet.

2. Solid Data Bars, Finally!

In Excel 2007, MS introduced a new feature called “data bars”. It felt like an exciting thing, except for one gnawing problem. The bars have gradients. So, not only they looked ugly, but they were also difficult to read (also, they were inaccurate at default settings).

Thankfully MS rectified these problems and significantly improved data bars in Excel 2010.

Now, you can,

  • Create data bars with solid fill
  • Apply borders to data bars (so that even gradient fills look elegant)
  • Have negative data bars
  • Have an axis so that comparison is easy

Here is a small comparison between Excel 2007 & Excel 2010 Data Bars:

Data Bars in Excel 2007 vs. Excel 2010 - a comparison

Using data bars to create in-cell progress charts:

You can use data bars to create in-cell progress charts (or thermo-meter charts) like this:

An In-cell Progress Chart - Excel Conditional Formatting Trick

* Hint: The trick is to use cell background color along with data bar.

[Related: Jon Peltier has written a beautiful article reviewing data bars in Excel 2010.]

3. More Icon Sets in Conditional Formatting

Although I rarely use icons in conditional formatting, I am happy to report that MS has added 3 new sets of Icons to the conditional formatting library.

Icon Sets in Excel 2010 Conditional Formatting - Compared with Excel 2007

Also, you can mix and match icons depending on the rules (how I wish they didnt allow this. Mix and match can produce more evil combinations than good ones.)
Mix and Match Icons in Excel 2010 CF - Use with care

What do you think  about new CF Features in Excel 2010?

I am excited to try the data bars in real-world project. I find the possibility of referring to other sheets very good. Also, I am not sure if its just me, but Excel 2010 conditional formatting feels fast. In fact, not just CF, almost everything in Excel 2010 feels fast and responsive.

What about you? How are you planning to use Excel 2010 CF features in your work? Please tell us using comments.

PS: By leaving a comment, you can win a copy of Office 2010 – Home & Student Edition. Contest sponsored by Microsoft India.

References: Excel Conditional Formatting Improvements [MSDN blog]

Related: Excel 2010 – What is new? | Overview of Excel 2010 Sparklines

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25 Responses to “Shift Calendar Template – FREE Download”

  1. Alvin says:

    Hi Chandoo,

    your recent postings include only Excel 2007 templates. Unfortunately the company I work at still runs Excel 2003. Is it possible to get your awesome files in other excel version as well?

    Thanks so much for your great excel stuff!

  2. Stelios Tserkezis says:

    Is it possible to do this for shifts with hours instead of days? To organise a three shift day?

    Thanks in advance,

    Stelios

  3. MASTHAN says:

    In my organization there are 45 employees i need split then into three shifts ex:A shift:14,B shift:14,C shift:14 and week off:3 kindly help me on this.

  4. Hui... says:

    @Masthan

    You need to understand what rules your company has for the various shifts / roster combinations

  5. Georges Lacombe says:

    Chandoo, I once did a shift control spreadsheet for my team. I put one person in each line, the columns were the days. I put a shift code in each cell indicating in which shift that person should work, or if the person were out that day. I have two codes for being out. One is for vacations and one is to compensate days worked in weekends. This way I was able to count how many persons I have in each shift, how many were on vacations and how many were out compensating (that's the term we use here) weekend worked hours.
    Later I included the possibility of a person be in two lines one for normal hours other for overtime. This is mainly used for planning purposes. If you would like I can send you an example. The only problem of this spreadsheet is that we don't have a person view, only this consolidated view.

    • Chuck Vaughan says:

      Hi George, I would like to have a copy of your spreadsheet if you can share it.
       
      Thanks in advance, Chuck   

  6. Idan says:

    Hi Chandoo,

    Where is the code located ? is it VBA ? If so , how do you hide it ? Or it is .NET ?

    Thx

  7. Hui... says:

    @Idan
    .
    No VBA or code, it is all done with Mirrors.
    Only Joking,
    .
    But there is no VBA or code,
    It is all done with Named Formulas and Lookups.
    Have alook at the cells in the calander area and Named Formulas in the Formulas, Name Manager Tab.

  8. Anand Sant says:

    How can i calculate between two or more different workbooks? Please, reply me as early as possible.

    • Hui... says:

      @Anand
      Open the workbooks you want to link to
      Start a formula = and click and change between workbooks as required.
      You can use the View, Switch window menu to change workbooks mid formula

      The format for using workbooks is
      =[Workbook.xlsm]Sheet1!$A$1
      or
      =SUM('[Book2.xls]Sheet1'!$A$1:$D$10)
      etc

  9. Shemi says:

    Hi Chandoo,
    I am working with a call centre wherein i ned to update at the month end 20 to 30 employees login hours which are defict to track it at the month end is very difficult is there any template which can be made to track that why on a particular day a guy who needs to be on calls was why not on calls.

  10. Denice Lognshaw says:

    Thank you so much Chandoo. This is really helping me. As usual, you rock.

  11. Mukesh Verma says:

    What's FortyTwoDays and Calendar in Name manager?

    Both are unused and FortyTwoDays doesn't make any sense.

  12. Dave says:

    I have a SQL db that contains records of events scheduled/completed on a particular date. Can this method ous building a calendar be used to display those events on the respective day?

  13. Jan Halliday says:

    Positively awesome!
    I'm attempting to help a friend create a schedule for adult classes - and of course its not"paid help".  Here is the scenario:
    20 classes, instructor, room#, student class size, start date, number of class days (need to subtract weekends)

    class
    instructor
    room
    students
    start
    #days

    PATH
    karen
    201
    21
    01/01/13
    11

    BILLING
    jane
    401
    15
    01/12/13
    13

    MEDISOFT
    mike
    301
    11
    01/25/13
    9

    he'd like to see these classes show up in different colors within the same month's calendar chart.  He can draw it, but I'd like to see it done automatically through data, and I just can't visualize it, but I KNOW this will work - can you help?
    Jan 🙂
     

  14. Chan Tean says:

    Dear chandoo,

    Try many way to download still can't access. Any way we want to try out 3 shifts with 3 guys in a group .eg Group A Morn, Group B Night and Group C Rest. And every each group must work on sunday to take turns. In fact we are security teams so that's why sunday is required to work. Pls guide and show how to put in the working calendar. Thank you in advance.

  15. Veronica Burggren says:

    I've been trying to copy and/or recreate this to use in a workbook I'm doing for the transportation department I'm working for. I need to have the calendar on the first sheet in my document (it has graph's from data on another sheet). I'm trying to use it to track (with the conditional formatting) accidents and injuries. I've redone the conditional formatting to do 4 different accident types (no injury, near miss, OSHA recordable injury and work loss injury), but when I enter the formula's you have in the calendar portion where it says "DateOfFirst-FirstWeekDay" I can't figure out how you did that. Are you able to help?

  16. Pipin Fantom says:

    I would like to use Excel to solve the following problem for a community work. I want to create a Driver schedule for a given month from a pool of volunteers for a community service. Each of these volunteers can drive only on specific days in a week. I would like to populate the driving schedule for each weekday with primary, secondary and tertiary drivers in a random fashion so that I do not overburden one person. I would greatly any help you can provide.

  17. Ravichandra says:

    Hi chandoo,
    Thanks for your valuable effort for create this template and let me know how to add multiple employees in the the Roaster.

  18. Savitha says:

    Hi Chandoo,

    This article on shift roaster is very helpful. Could you please let me know how i can use the same for n number of resources who work 24/7, considering their leaves and holidays?

    Thanks,
    Savitha

  19. Balu says:

    Hi Chandoo,

    This article on shift roaster is very helpful to all. Could you please let me know how i can use the same if I want to add for some more shifts, since the color is not getting change if I add more shifts like 4,5 etc.,

    Thanks,
    Murali

  20. Sarah says:

    How can I change the date to 2017 under Shift Data worksheet.

  21. Cad says:

    solution 1:
    mydata=B2:C16
    stoplist=E2:E8

    =LET(RNG,A2:A16,SMR,C2:C16, F,(RNG=E2)+(RNG=E3)+(RNG=E4)+(RNG=E5)+(RNG=E6)+(RNG=E7)+(RNG=E8),SUM(SMR)-SUM(SMR*F))

    =LET(RNG,A2:A16,SMR,C2:C16,RH,N(B2:B16=B2), F,(RNG=E2)+(RNG=E3)+(RNG=E4)+(RNG=E5)+(RNG=E6)+(RNG=E7)+(RNG=E8),TOT,SUM(SMR)-SUM(SMR*RH*F),SUM(SMR*RH)-SUM(SMR* RH*F))

    ALTERNATE SOLUTION
    =SUM(C2:C16)-SUM(FILTER(C2:C16,ISNUMBER(BYROW(A2:A16,LAMBDA(a,TOROW(SEARCH(a,E2:E8),2))))))

    =SUM((B2:B16=B2)*(C2:C16))-SUM((ISNUMBER(BYROW(A2:A16,LAMBDA(a,TOROW(SEARCH(a,E2:E8),2))))*(B2:B16=B2)*(C2:C16)))

  22. Cad says:

    let
    Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
    #"Replaced Value" = Table.ReplaceValue(Source,null,";",Replacer.ReplaceValue,{"Column1"}),
    #"Transposed Table" = Table.Transpose(#"Replaced Value"),
    #"Removed Other Columns" = Table.SelectColumns(#"Transposed Table",{"Column1", "Column2", "Column3", "Column4", "Column5", "Column6", "Column7", "Column8", "Column9", "Column10", "Column11", "Column12", "Column13", "Column14", "Column15", "Column16", "Column17", "Column18", "Column19", "Column20", "Column21", "Column22", "Column23", "Column24", "Column25", "Column26", "Column27", "Column28", "Column29", "Column30", "Column31", "Column32", "Column33", "Column34", "Column35", "Column36", "Column37", "Column38", "Column39", "Column40", "Column41", "Column42", "Column43", "Column44", "Column45", "Column46", "Column47", "Column48", "Column49", "Column50", "Column51", "Column52", "Column53", "Column54", "Column55", "Column56", "Column57", "Column58", "Column59", "Column60", "Column61", "Column62", "Column63", "Column64", "Column65", "Column66", "Column67", "Column68", "Column69", "Column70", "Column71", "Column72", "Column73", "Column74", "Column75", "Column76", "Column77", "Column78", "Column79", "Column80", "Column81", "Column82", "Column83", "Column84", "Column85", "Column86", "Column87"}),
    #"Merged Columns" = Table.CombineColumns(#"Removed Other Columns",{"Column1", "Column2", "Column3", "Column4", "Column5", "Column6", "Column7", "Column8", "Column9", "Column10", "Column11", "Column12", "Column13", "Column14", "Column15", "Column16", "Column17", "Column18", "Column19", "Column20", "Column21", "Column22", "Column23", "Column24", "Column25", "Column26", "Column27", "Column28", "Column29", "Column30", "Column31", "Column32", "Column33", "Column34", "Column35", "Column36", "Column37", "Column38", "Column39", "Column40", "Column41", "Column42", "Column43", "Column44", "Column45", "Column46", "Column47", "Column48", "Column49", "Column50", "Column51", "Column52", "Column53", "Column54", "Column55", "Column56", "Column57", "Column58", "Column59", "Column60", "Column61", "Column62", "Column63", "Column64", "Column65", "Column66", "Column67", "Column68", "Column69", "Column70", "Column71", "Column72", "Column73", "Column74", "Column75", "Column76", "Column77", "Column78", "Column79", "Column80", "Column81", "Column82", "Column83", "Column84", "Column85", "Column86", "Column87"},Combiner.CombineTextByDelimiter("|", QuoteStyle.None),"Merged"),
    #"Split Column by Delimiter" = Table.ExpandListColumn(Table.TransformColumns(#"Merged Columns", {{"Merged", Splitter.SplitTextByDelimiter(";", QuoteStyle.Csv), let itemType = (type nullable text) meta [Serialized.Text = true] in type {itemType}}}), "Merged"),
    #"Added Prefix" = Table.TransformColumns(#"Split Column by Delimiter", {{"Merged", each "|" & _, type text}}),
    #"Replaced Value1" = Table.ReplaceValue(#"Added Prefix","||","|",Replacer.ReplaceText,{"Merged"}),
    #"Split Column by Delimiter1" = Table.SplitColumn(#"Replaced Value1", "Merged", Splitter.SplitTextByDelimiter("|", QuoteStyle.Csv), {"Merged.1", "Merged.2", "Merged.3", "Merged.4", "Merged.5", "Merged.6", "Merged.7", "Merged.8"}),
    #"Removed Columns" = Table.RemoveColumns(#"Split Column by Delimiter1",{"Merged.1"}),
    #"Removed Duplicates" = Table.Distinct(#"Removed Columns")
    in
    #"Removed Duplicates"

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