How can i use conditional formatting to extract data from other workbook?
I tried:
=IF(LEFT(B26,3)="SSS",VLOOKUP(B26,'XXX.xls!$A$4:$E$119,4,FALSE))
But I get this error message:
You may not link to other workbook via conditional formatting
What can I do with this situation? People out there mentioned "define name" but I'm not sure how can it be done.
Lets call the workbook where you want to enter the conditional format as MyWbk and the other one SrcWbk. This instructions are for excel 2007. Your mileage may vary.
Open both Workbooks
In MyWbk go to the Formulas Menu, and select Define Name
Enter in Name > testname
In the "Refers to" field, select click on the range selector (at right) and when the selector opens, select SrcWkb and then the cell you want as source for the format condition.
Accept the name creation
Go to the cell where you want to enter the conditional format
Select the Home Menu / Conditional Formatting / Manage Rules
Enter New Rule
Select "Use a formula to determine which cells to format"
Enter the formula you want, using the defined name. For example
=IF(testname=1,TRUE)
Select the desired formatting
Test the formula changing the value in SrcWbk
SAVE SrcWbk
You are done!
I just ran into this. The limitation is still there in Excel 2013.
But there is a workaround.
The limitation only exists in the Conditional Formatting editor.
The conditional formatting itself works just fine.
So in the editor, you can't refer to a defined range that refers to another workbook. You have to create the named range referring to your current workbook, define the conditional formatting that uses it, then when you are finished debugging it, change the defined range to the other workbook.
This isn't as bad as it sounds because it is easier to debug your formatting within the same sheet anyway.
This is only really a pain when you want to go back and change your formatting later.
Related
I currently have a spreadsheet that has conditional formatting to change the colors of the rows, from column A-L, based upon the value of column "D" (Pending and Active change to yellow, Scheduled and Forwarded change to green, and Discontinued and Cancelled change to red).
I however have several worksheets in this once excel document which I would like to extend the same rules to. Is there a way to apply these rules to the other worksheets in the doc, or will I have to manually enter them for each doc?
Having a single rule apply to several sheets does not seem to be possible.
Source: http://excelribbon.tips.net/T003433_Applying_Conditional_Formatting_to_Multiple_Worksheets.html
It could be possible, however, to copy a conditional formatting rule you have set for one sheet to another (see link). The link's suggestions include
copying the conditional formatting - select the formatted cells in original sheet; click the Format Painter (on the Home tab of the ribbon); switch to the target worksheet; select the cells to which the formatting should be applied
macro recorder - run the macro recorder while setting up the conditional formatting; re-run the macro as you display each of your other worksheets. Detailed instructions:
go to View->Macros->Record Macro-OK
now add your conditional formatting rules to the current worksheet
go to View->Macros->Stop Recording
now you can switch to any sheet and apply the same formatting rules by executing your macro (View->Macros->View Macros->Run)
I hope this is a quick and easy question for Excel pros out there.
I'm using the default "Retirement Planner" spreadsheet in MS Excel 2013. I want to make some modifications to the existing formulas, but every time I click on a cell, the formula looks something like:
=IFERROR(Calculations!G39,"")
How do I view the actual formula used to calculate the value of that cell? It seems like this syntax:
Calculations!G39
Abstracts away the underlying formula.
Thanks for the help!
There is a hidden Calculations sheet which you can unhide by right-clicking the Retirement Planner sheet tab and selecting Unhide from the pop-up options.
In cell G39 on the Calculations sheet is a formula =Interest which is reference to a Named Range.
If you go into the Name Manager on the Ribbon Formulas tab you will find that Interest contains a formula:
=IF(PlanYear<=PlanYears,(Calculations!F39*BeforeRetirement*InvestmentReturnPreRetirementPercentage)+(Calculations!F39*AfterRetirement*InvestmentReturnPostRetirementPercentage),NA())
I'm having trouble with a cross-sheet reference within the same file.
On the second tab named "Disclosures & Identification," there is a set of merged cells at D5:G5 which hold text.
On the first tab, there is a reference to that cell. The formula being used is
"='Disclosures & Identification'!D5. Instead of copying the text from the second tab's field, the formula just appears in the cell.
I have tried renaming the tab (in case the & was the problem); I have tried using the entire set of merged cells in the reference (d5:g5); I have saved the file under a new name and updated to Office 2007 format (old version was 2003, but that should have worked anyway); and I have done what I consider an appropriate amount of searching for the answer (with no luck). Does anyone have an idea as to why this might not be working?
There are 2 possible things:
Make sure the format of the cell is not 'Text'. If it is, change to something else, such as 'General' and then double click in the formula bar and press enter.
Make sure that 'Show Formulas' is OFF. You can find the option under the tab 'Formulas'. Otherwise, you can use Ctrl+`
In case the above doesn't work, ensure your list isn't filtered or the filter is set active. Deactivate the filter and try link again.
I ran into a peculiar behavior today that I need help with. I have a range(A2:C3) that I'm using conditional formatting to hide based on a yes/no dropdown (A1). It basically sets font/border/and bg color to white. There's a cell with a hyperlink (A3) to clear the contents of the range (A2:C3) which should be included when the range formatting is changed.
It works well until you click the link, then it isn't included with the range for conditional formatting for some reason. Any ideas on a solution to get followed hyperlinks to behave as new hyperlinks? I'd like to keep everything within the conditional formatting scheme to save myself a heap of work but if VBA is needed that's fine. Thanks!
Select the column, row or cells.
Format Cells
Uncheck normal font.
:)
This deselects auto formating for things like hyper links.
An Excel worksheet contains a datewise list of entries. Whenever I open the worksheet, I want today's date entry to be highlighted. For example, when I open the Excel file containing Interest payment amounts and due dates, it should tell me which Interest is due today.
Conditional Formatting is the way to go.
In Excel 2007 (not sure about earlier versions), you can conditional format against formula -- i.e. set a conditional format to equals =TODAY().
(Apologies, I had tried to upload an image for you, but I don't have enough reputation to do so...)
I'm not sure exactly what you're going for, but if you're attempting to just have the data highlighted you can use conditional formatting to cause the appropriate values to be marked out.
If you're trying to make the data actually be re-ordered or show a sub-set of the existing data onto another tab, you'll need to embed some custom visual basic code into your workbook as a macro-enabled workbook (*.xlsm). There are events inside there that can be called when the workbook is opened.