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Lesson_03_Excel_Mastery - Conditional_Formatting_and_Function_Application

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Ankit Awasthi
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12 views

Lesson_03_Excel_Mastery - Conditional_Formatting_and_Function_Application

Uploaded by

Ankit Awasthi
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Lesson 3: Excel Mastery – Conditional Formatting

and Function Application


Overview
In this exercise, participants will delve into advanced Excel techniques, focusing
on Conditional Formatting and important functions. The goal is to simulate real-
world scenarios to enhance practical skills in data analysis. By addressing
specific questions and challenges, participants will gain proficiency in optimizing
data visualization and analytical processes.

Instructions
• Work through all questions individually or within your group
• Divide your time evenly among the questions to ensure comprehensive
understanding
• Utilize the given dataset to enhance your problem-solving abilities

Task
You are a marketing analyst for a retail company. You are tasked with analyzing
customer purchase data to understand trends and identify potential areas for
growth. The data you have been provided with includes information on
customer ID, product category, purchase date, revenue, age, and region.

1. Sales Performance Highlight:


Use a Conditional Formatting rule to highlight cells with sales revenue
exceeding $500
2. Monthly Sales Trends:
Create a formula that uses the AVERAGE function along with Conditional
Formatting to highlight the revenue equal to the average revenue
3. Region-wise Revenue:
Use SUMIFS. This function allows you to total revenue using each region
as a criterion. Duplicate the formula for each distinct area

Discussion Questions (Optional)


If time permits, discuss the following questions:
• Discuss potential applications of the developed Conditional Formatting
rules in business scenarios.
• Evaluate the efficiency and practicality of using Conditional Formatting to
identify sales trends and customer loyalty.
• Discuss the importance of lookup functions in creating dynamic and
personalized visualizations in Excel.
Answer Key
Dataset:

1. Sales Performance Highlight:

In Conditional Formatting, select Highlight Cells Rule and then select Greater
Then. Provide the value as 500 and select the desired color as Green Fill with
Dark Green Text
2. Monthly Sales Trends:

In Conditional Formatting, select New Rule

Select Use a formula to determine which cell to format, Apply the formula:
=D2=AVERAGE($D$2:$D$1001)

Select the Format option, click on the Fill tab, choose the color you want to
apply, and click on OK.
Hence, there is no revenue value that is equal to AVERAGE revenue.

3. Region-wise Revenue:

Enter a distinct region in an empty column, and in the next column enter the
formula: =SUMIFS(Table2[Revenue], Table2[Region], “North")

NOTE: Extend this formula for each specific region

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