Conditional Formatting in Excel – Full Step-by-Step Guide (Using Employee Dataset)

Step 1: Enter the Dataset

Create the following headers in Row 1:

ABCDEFGH
Emp IDEmployee NameDepartmentSalesTargetAttendance %RatingJoining Date

Enter the sample data in rows 2–21.


Example 1: Highlight Sales Greater Than ₹100,000

Objective

Highlight employees whose sales exceed ₹100,000.

Steps

Step 1
Select cells:

D2:D21

Step 2
Go to:

Home → Conditional Formatting

Step 3
Choose:

Highlight Cells Rules → Greater Than

Step 4
Enter:

100000

Step 5
Choose formatting color.

Example:

Green Fill with Dark Green Text

Step 6
Click:

OK

Result:
All sales above ₹100,000 are highlighted.


Example 2: Highlight Attendance Below 80%

Steps

Select:

F2:F21

Go to:

Home → Conditional Formatting
→ Highlight Cells Rules
→ Less Than

Enter:

80

Choose:

Red Fill

Click:

OK

Example 3: Highlight Rating = 5

Steps

Select:

G2:G21

Go to:

Home → Conditional Formatting
→ Highlight Cells Rules
→ Equal To

Enter:

5

Choose:

Gold Fill

Click:

OK

Example 4: Highlight Finance Department

Steps

Select:

C2:C21

Go to:

Home → Conditional Formatting
→ Highlight Cells Rules
→ Text That Contains

Enter:

Finance

Choose:

Blue Fill

Click:

OK

Example 5: Highlight Employees Joined Before 2021

Steps

Select:

H2:H21

Go to:

Home → Conditional Formatting
→ New Rule
→ Use a Formula to Determine Which Cells to Format

Formula:

=YEAR(H2)<2021

Click:

Format

Choose:

Orange Fill

Click:

OK → OK

Example 6: Highlight Entire Row When Rating = 5

Steps

Select entire table:

A2:H21

Go to:

Home → Conditional Formatting
→ New Rule
→ Use a Formula

Formula:

=$G2=5

Click:

Format

Choose:

Green Fill

Click:

OK → OK

Result:
Complete employee row becomes green when Rating = 5.


Example 7: Highlight Sales Greater Than Target

Steps

Select:

A2:H21

Go to:

Home → Conditional Formatting
→ New Rule
→ Use a Formula

Formula:

=$D2>$E2

Choose:

Light Green Fill

Click:

OK

Example 8: Highlight Sales Less Than Target

Steps

Select:

A2:H21

Formula:

=$D2<$E2

Choose:

Light Red Fill

Example 9: Highlight Attendance Below 85% AND Rating Below 3

Steps

Select:

A2:H21

Formula:

=AND($F2<85,$G2<3)

Choose:

Dark Red Fill

Example 10: Highlight Top 5 Sales Employees

Steps

Select:

D2:D21

Go to:

Home → Conditional Formatting
→ Top/Bottom Rules
→ Top 10 Items

Change:

10 → 5

Choose:

Green Fill

Click:

OK

Example 11: Highlight Bottom 5 Sales Employees

Steps

Select:

D2:D21

Go to:

Conditional Formatting
→ Top/Bottom Rules
→ Bottom 10 Items

Change:

10 → 5

Click:

OK

Example 12: Apply Data Bars

Steps

Select:

D2:D21

Go to:

Home → Conditional Formatting
→ Data Bars

Choose any style.

Result:
Longer bars indicate higher sales.


Example 13: Apply Color Scale

Steps

Select:

F2:F21

Go to:

Conditional Formatting
→ Color Scales

Choose:

Green-Yellow-Red

Result:

  • Green = High Attendance
  • Yellow = Average
  • Red = Low Attendance

Example 14: Apply Icon Sets

Steps

Select:

G2:G21

Go to:

Conditional Formatting
→ Icon Sets

Choose:

3 Stars

Result:

⭐⭐⭐ High Rating

⭐⭐ Medium Rating

⭐ Low Rating


Example 15: Highlight Duplicate Employee Names

Steps

Select:

B2:B21

Go to:

Conditional Formatting
→ Highlight Cells Rules
→ Duplicate Values

Choose:

Red Fill

Click:

OK

Managing Rules

View Rules

Home
→ Conditional Formatting
→ Manage Rules

Edit Rule

Manage Rules
→ Select Rule
→ Edit Rule

Delete Rule

Manage Rules
→ Select Rule
→ Delete Rule

Professional Dashboard Uses

HR Dashboard

  • Attendance below 80%
  • Rating below 3
  • Late employees

Sales Dashboard

  • Top performers
  • Target achieved
  • Target missed

Inventory Dashboard

  • Low stock
  • Reorder alerts
  • Expired products

Finance Dashboard

  • Overdue invoices
  • Negative profit
  • High expenses

School Management

  • Failed students
  • Top scorers
  • Fee pending students

These step-by-step methods cover the most common conditional formatting tasks used in real-world Excel reporting, MIS reports, HR dashboards, sales dashboards, and business analytics.

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