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It’s easy to add conditional formatting icons in Excel, by selecting one of the built in options. These were introduced in Excel 2007, and improved in Excel 2010. However, you still can’t get all the icons in any colour. For example, you can show Harvey Balls (the 5 Quarters icon set), but only in black and white. We’ll see how to create colored Harvey Balls in Excel.
One way to overcome this limitation is to create your own icon set. I showed one way to do this last year, and you can see the details here.
That technique used formulas to get a symbol from a lookup table, and the cells had to be formatted in Wingding font.
Last week, Jim McGarity sent me a sample file with his version of icon sets. Instead of using a formula to pull the icon into the cell, Jim created custom number formats.
Then, he used those custom formats in the conditional formatting. Brilliant idea, Jim, and thanks for sharing it!
The advantages to Jim’s technique are:
The disadvantage is:
We’ll use Jim’s technique to create Harvey balls in red, yellow and green.
You could use this technique without a lookup table, but it’s easier to manage the range limits if you have them on a worksheet, instead of hard coded into the conditional formatting rules. So, we’ll build a table that shows where each level starts, and the symbol for each level.
To set up the lookup table:
NOTE: The symbols are in the table for reference only – you could delete these later, after you set up the number formatting.
Next, we’ll create a number format for each symbol:
NOTE: The question mark is a spacer, and it will ensure that the numbers line up correctly. Visit the Microsoft website for more information on custom number formatting.
The final step is to apply the conditional formatting to the column of Scores.
Repeat the steps for the other two symbols, then close the Conditional Formatting window.
After you’ve applied the formatting, the icons will appear to the left of the number in column B, separated by a space. Because we used the question mark characters, the digits line up correctly. The 9, in cell B3, is at the far right of the cell, and lines up with the final digit in the 100, in cell B6.
TIP: If you want the number in black font, show the icons in separate cells, that are linked to the score cells. When you create the custom number formats, paste in the symbols, and don’t enter the other characters.
To download the sample file, please visit the Conditional Formatting Examples page on my Contextures website.
This example is in the 2010/2007 version of the download file, on the ColorIconsNum sheet.
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