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How to organize conditional field record

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Hello and welcome to the video on Conditional layouts. In this video, you will learn why you need conditional layouts and how to create them. Often, it so happens that though you have created several fields in a particular layout, you dont need to fill all of them while creating a new record. The need for a set of fields and sections depends on a previous field value entered. So, your CRM data is interdependent. For instance, heres a layout for an insurance company that offers life insurance, auto insurance, and travel insurance policies. While entering a life insurance policy details for an applicant, an insurance agent does not require auto insurance and travel insurance details in his layout. Yet, you see all of the sections here regardless of the type of insurance chosen, even if they are irrelevant. Similarly, in your own business, you may have the need to show or hide certain fields and sections depending on certain previous field values. When you dont organize fields in sect

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How do you organize conditional formatting in Excel?

How to sort or filter by conditional format results in Excel Open your Excel spreadsheet. Click on the Data tab. Click on the Sort Filter button. Click on the Filter button. Click on the drop-down arrow next to the column you want to filter by conditional format results. Click on the Conditional Formatting option.

Can you filter on conditional formatting in Excel?

And you can filter whether you have formatted cells, applied cell styles, or used conditional formatting. In a range of cells or a table column, click a cell that contains the cell color, font color, or icon that you want to filter by. On the Data tab, click Filter.

How many types of conditional formatting do we have?

In this article, you will see five different types of conditional formatting in Excel. These types are- Highlight Cells Rules, Top and Bottom Rules, Data Bars, Color Scales, and Icon Sets.

How do I Sort data with conditional formatting?

In the Custom Sort dialog box under Columns, select the column that you want to sort. Under Sort On, select Cell Color, Font Color or Conditional Formatting Icon. Under Order, select the order you want (what you see depends on the type of format you have). Then select a cell color, font color, or cell icon.

What are the 3 conditional formatting options?

They are grouped into three categories: Data Bars are horizontal bars added to each cell, much like a bar graph. Color Scales change the color of each cell based on its value. Each color scale uses a two- or three-color gradient.

What are the options for conditional formatting?

To conditionally format your data, you can utilize preset rules such as Color Scales, Data Bars and Icon Sets or create custom rules where you define when and how the selected cells should be highlighted.

How do I do 3 conditional formatting in Excel?

Create a custom conditional formatting rule Select the range of cells, the table, or the whole sheet that you want to apply conditional formatting to. On the Home tab, click Conditional Formatting. Click New Rule. Select a style, for example, 3-Color Scale, select the conditions that you want, and then click OK.

Can you have more than 3 conditional formats in Excel?

For complex formatting, however, there is one drawback for most Excel users: The conditional formatting feature only seems to allow up to three conditions to be defined. This is actually a bit misleading. There are actually four conditional formats that can be specified.

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