MS Meetup Toronto Meetup - Level up your insights with Conditional formatting -Tom Hinkle
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Session recorded live on 2023-11-08
To attend the MS Excel Toronto meetup group sessions live, please register for free as a member of the group:
https://www.meetup.com/MSExcelToronto
The MS Excel Toronto Meetup group is organized by
Celia Alves - / celiajordaoalves
Vivek Patel - / insight2action
Dick Moffat - / dick-moffat-65721
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About the Session:
Looking for quick ways to present amazing insights? Want to supercharge your analysis with flexible/dynamic formatting? Interested in creating highly interactive dashboards that can solve business problems? If the answer was YES to any one of those questions, then you need to learn about advanced conditional formatting.
In this session, we entertained a brief review of conditional formatting and what some of the more basic capabilities are.
From there we delve into intermediate and advanced techniques to really make the formatting integral with the analysis.
At the very least, this session should be LOTS of fun!!
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About the Speaker: Tom Hinkle
Come in and meet Tom Hinkle! Tom has over 20 years of experience working with data and analytics in financial institutions. Early on in his career, Tom discovered Excel and how it was a fantastic vehicle to develop and distribute actionable business insights to clients.
In addition to Excel, Tom is highly proficient in SQL, continuous improvement and stakeholder engagement.
Outside of data, Tom is a big skier (water and snow) and loves spending time with his wife and 3 kids.
If you looked at Toms Spotify account it would be some kind of 80s playlist. Either rock, or dance or new age, but all good!
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Find more about Tom’s work and connect with him:
LinkedIn: https: www.linkedin.com/in/tomhinkleclt
Website: https://excel-cafe.teachable.com/
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Timestamps
00:00:00 - Celia Alves MS Excel Toronto introduction
00:03:05 - Celia celebrates 4,000 MS Excel Toronto Members
00:11:30 - Celia Introduces Tom Hinkle
00:13:00 - Tom introduces himself and his presentation
00:17:00 - The basics of Conditional Formatting with examples for Greater Than, Less Than or Equal To; how to manage and modify rules
00:24:35 - Data Bars and format options
00:27:40 - Icon Sets and format options
00:30:00 - Conditional formatting based on a formula; Clear conditional formatting rules; Format a cell or row based on cell value; Relative vs Absolute rules; Adding flags
00:34:55- Troubleshooting a conditional formatting rule; Show icon only
00:37:20 - Stacked rules with numbers and checkboxes to paint by conditional formatting; Deleting or copying rules; Turning rules on and off with checkboxes
00:45:15 - Conditional formatting in a pivot table; Add Data Bars to pivot table
00:51:05- Data bars in a separate column in a pivot table
00:53:55 – Thresholds based on cell values for icon sets with pivot tables
00:58:25 - Heatmaps for pivot table with maximums or minimums (goals); Changing colour gradient
01:12:45- Wrap up