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Validity : 04th Sep'24 to 14th Sep'24
Data Validation and Conditional Formatting
Conditional Formatting
- Highlight Cells Rules
- Greater than, Less than, Between, Equal to
- Text that contains
- A Date Occurring
- Duplicate Values
- Top/Bottom Rules
- Top/bottom 10 Items
- Above Average, Below Average
- Data Bars
- Color Scales
- Icon Sets
- Custom Rules
- Formula-based rules
- Managing rules (edit, delete, prioritize)
- Clearing Rules
- Clear rules from selected cells
- Clear rules from entire sheet
Data Validation
- Validation Criteria
- Whole number
- Decimal
- List
- Date
- Time
- Text length
- Custom formula
- Input Message
- Error Alerts
- Drop-down Lists
- Handling Invalid Data
- Removing Validation
- Clearing validation rules from selected cells
Overview of the webinar
This session on Excel's data validation and conditional formatting covers a comprehensive range of techniques designed to enhance data accuracy, consistency, and visualization. The training begins with an introduction to data validation, explaining its importance in ensuring that only correct and meaningful data is entered into a spreadsheet. Participants learn to set up basic validation rules, such as restricting entries to whole numbers, decimals, dates, and text lengths. The session then explores more advanced validation options, including creating custom formulas for validation, setting up drop-down lists for consistent data entry, and applying error messages and input prompts to guide users.
The next segment focuses on conditional formatting, starting with an overview of its purpose and benefits. Participants are shown how to use predefined formatting rules to highlight cells based on their values, such as coloring cells that contain specific text, fall within a certain range, or exceed a particular threshold. The session also covers the creation of custom conditional formatting rules using formulas, allowing for more complex and tailored formatting options.
Attendees learn to apply conditional formatting to entire rows or columns based on specific criteria, enhancing the ability to quickly identify trends, outliers, and key data points.
Additionally, the session provides best practices for using data validation and conditional formatting in tandem to create robust, user-friendly spreadsheets that minimize errors and maximize data clarity. By the end of the session, participants are equipped with the skills to effectively manage and present their data, making them more efficient and effective in their roles.
Who should attend?
Anyone who uses Excel needs to be able to make their work more efficient. So, this course is for
- All Excel Users
Why should you attend?
Attending a training session on Excel's data validation and conditional formatting is invaluable for anyone seeking to enhance their data management and analysis capabilities. Data validation ensures accuracy and consistency by restricting the type of data that can be entered into a cell, reducing errors and maintaining data integrity. Learning to implement drop-down lists, date restrictions, and custom validation rules can streamline data entry processes and improve overall efficiency.
Conditional formatting, on the other hand, allows users to automatically highlight cells based on specific criteria, making it easier to identify trends, outliers, and key insights at a glance. Mastering these tools enables users to create dynamic, visually engaging spreadsheets that convey information effectively.
Overall, this training empowers individuals to manage large datasets more effectively, improve data quality, and present data in a way that supports better decision-making. These skills are crucial for professionals in any industry, enhancing their analytical abilities and boosting productivity.
Faculty - Mr.Bob Umlas
Bob Umlas worked for a major tax and accounting firm, using Microsoft Excel® 8 hours a day, writing custom applications for staff and clients from 1998 to 2018.
He has been using Excel since 1986 - version 0.99 (on the Macintosh)! He was a contributing editor to Inside Microsoft Excel for many years, a magazine devoted exclusively to Microsoft Excel and published by The Cobb Group and later Ziff-Davis. At the time, most issues contain either an article by Mr. Umlas on using VBA (Visual Basic for Applications) or some tip or technique from him on using Excel. He has had more than 300 articles published on subjects ranging from beginner to advanced macros, and on tips, shortcuts, and general techniques using virtually all aspects of Excel.
Mr. Umlas was voted an “MVP” (Most Valuable Professional) by Microsoft each year from 1994-2018 (25 years!) for his contributions to the various online Forums about Excel and is known world-wide for his contributions in Excel. As an MVP, he met yearly with his fellow-MVPs at Microsoft’s headquarters in Redmond, where he had access to the product developers. He has been a beta tester for new versions of Excel since version 1.5, and was asked by Microsoft for his input for newer versions of Excel. In 1995 he led a session called "Maximizing Excel Development Using Array Formulas" at Microsoft's Tech Ed Conference in New Orleans, and he led a session called Tips and Tricks at a Microsoft convention in New York City. He has hosted London’s Global Excel Summit each year since 2021, and in person in 2024, as well as led a session on tips and tricks. He also led a session on tips and tricks at the Las Vegas’ Financial Modeling World Championship in December, 2023. He has led online sessions all over the world including Africa, India, England, Canada and of course, the USA.