Excel Dashboard with parametrized Red/Yellow/Green indicators

horspiste

New Member
Joined
Jun 22, 2009
Messages
1
Hello,

I am working on a dashboard and I would like to be able to use different parameters to select background colors for each metric without having to manually indidivual conditional formatting rules for each metric. Here is an example of my data:

Metric RedC YellowC GreenC Wk1Value Wk2Value Wk3Value ...
visits <5 >8 3 5 9
failures >10 <3 1 3 8

Where RedC, YellowC and GreenC contain the criterias for that specific metric, Wk1Value, Wk2Value and Wk3 Values contain the weekly values for that metric. I'd like the background color of the WkValuex cells to change according to the criterias defined for that metric. Or display the red/yellow/green icons based on the same criterias.

I am able to partially do what I want with conditionnal formatting but then I need to manually change the rules for each metric. This would make the spreedsheet quite hard to maintain. I'd like a non-technical user to be able to change the criterias as needed and accordingly adjust the color criterias.

Would any body have any idea on how to do this?

Regards,

Sylvain
 

Excel Facts

Using Function Arguments with nested formulas
If writing INDEX in Func. Arguments, type MATCH(. Use the mouse to click inside MATCH in the formula bar. Dialog switches to MATCH.
Hello and welcome to the board,

not sure your sample data is complete, assuming you don't have anything in the GreenC column (ie, that would be the else part of your condition)

assuming the data is in A1:G3

<TABLE style="WIDTH: 310pt; BORDER-COLLAPSE: collapse" cellSpacing=0 cellPadding=0 width=413 border=0 x:str><COLGROUP><COL style="WIDTH: 16pt; mso-width-source: userset; mso-width-alt: 896" width=21><COL style="WIDTH: 42pt" span=7 width=56><TBODY><TR style="HEIGHT: 13.5pt" height=18><TD class=xl23 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext 0.5pt solid; BORDER-LEFT: windowtext 0.5pt solid; WIDTH: 16pt; BORDER-BOTTOM: windowtext 0.5pt solid; HEIGHT: 13.5pt; BACKGROUND-COLOR: transparent" width=21 height=18>
</TD><TD class=xl24 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext 0.5pt solid; BORDER-LEFT: windowtext; WIDTH: 42pt; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: silver" width=56>A
</TD><TD class=xl24 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext 0.5pt solid; BORDER-LEFT: windowtext; WIDTH: 42pt; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: silver" width=56>B
</TD><TD class=xl24 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext 0.5pt solid; BORDER-LEFT: windowtext; WIDTH: 42pt; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: silver" width=56>C
</TD><TD class=xl24 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext 0.5pt solid; BORDER-LEFT: windowtext; WIDTH: 42pt; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: silver" width=56>D
</TD><TD class=xl24 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext 0.5pt solid; BORDER-LEFT: windowtext; WIDTH: 42pt; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: silver" width=56>E
</TD><TD class=xl24 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext 0.5pt solid; BORDER-LEFT: windowtext; WIDTH: 42pt; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: silver" width=56>F
</TD><TD class=xl24 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext 0.5pt solid; BORDER-LEFT: windowtext; WIDTH: 42pt; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: silver" width=56>G
</TD></TR><TR style="HEIGHT: 14.25pt" height=19><TD class=xl24 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; HEIGHT: 14.25pt; BACKGROUND-COLOR: silver" align=right height=19 x:num>1
</TD><TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">Metric
</TD><TD class=xl23 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">RedC
</TD><TD class=xl23 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">YellowC
</TD><TD class=xl23 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">GreenC
</TD><TD class=xl23 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">Wk1Value
</TD><TD class=xl23 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">Wk2Value
</TD><TD class=xl23 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">Wk3Value
</TD></TR><TR style="HEIGHT: 14.25pt" height=19><TD class=xl24 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; HEIGHT: 14.25pt; BACKGROUND-COLOR: silver" align=right height=19 x:num>2
</TD><TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">visits
</TD><TD class=xl23 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent"><5
</TD><TD class=xl23 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">>8

</TD><TD class=xl23 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">
</TD><TD class=xl23 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BACKGROUND: red; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; mso-ignore: style; mso-pattern: auto none" align=right x:num>3
</TD><TD class=xl23 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BACKGROUND: green; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; mso-ignore: style; mso-pattern: auto none" align=right x:num>5
</TD><TD class=xl23 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BACKGROUND: #ffff99; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; mso-ignore: style; mso-pattern: auto none" align=right x:num>9
</TD></TR><TR style="HEIGHT: 14.25pt" height=19><TD class=xl24 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; HEIGHT: 14.25pt; BACKGROUND-COLOR: silver" align=right height=19 x:num>3
</TD><TD class=xl22 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">failures


</TD><TD class=xl23 id=td_post_1976758 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">>10
</TD><TD class=xl23 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent"><3

</TD><TD class=xl23 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BORDER-LEFT: windowtext; BORDER-BOTTOM: windowtext 0.5pt solid; BACKGROUND-COLOR: transparent">
</TD><TD class=xl23 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BACKGROUND: #ffff99; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; mso-ignore: style; mso-pattern: auto none" align=right x:num>1
</TD><TD class=xl23 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BACKGROUND: green; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; mso-ignore: style; mso-pattern: auto none" align=right x:num>3
</TD><TD class=xl23 style="BORDER-RIGHT: windowtext 0.5pt solid; BORDER-TOP: windowtext; BACKGROUND: green; BORDER-LEFT: windowtext 0.5pt solid; BORDER-BOTTOM: windowtext 0.5pt solid; mso-ignore: style; mso-pattern: auto none" align=right x:num>8

</TD></TR></TBODY></TABLE>


select E2:G3 with E2 being the active cell, in CF

condition 1 - format Red

=COUNTIF(E2,$B2)>0



condition 2 - format Yellow

=COUNTIF(E2,$C2)>0

condition 3 - format Green

=(COUNTIF(E2,$B2)+COUNTIF(E2,$C2))=0
 
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