Luke M: Would like to touch base with you if you provide excel consulting services. Go to www.AnnuityDoubleFeature.com, use the "Contact Us" link to send your info if interested.
InsuranceSolutionsSoftware
Luke M: Yes disclaimers are as you outlined above. The reason I want to see if there is a conditional formatting solution, is because some of the footnotes have formulas and when using an IF statement, this information gets pretty tricky to formulate.
By the way...I solved the problem using a simple =if formula. I was just curious to see if there was an alternative solution using conditional formatting.
I have a multi-column database of annuity products that brokers can use to determine the best product for their client based on state approval and other criteria. In some cases brokers will "hide" (conditional formatting) products in the list that they do not want the client to even consider...