Conditional formatting within 5% and 10% of goal

[jjacks60]

Hi all,

I'm in need of some assistance creating a conditional format for a row of data containing each month of a fiscal year relative to its fiscal year goal.
So for instance if the goal is 84% in cell W11; Cells J11:U11 contain values ranging from 74%-90%
Anything above the goal I would like to be gold; anything within 5% of the goal should be green; anything within 10% should be yellow; anything outside of 10% will be red.

I was more or less confused how you would do the within 5% and 10% formats for the most part, and if there was a way to have all four of those conditions within one conditional format.

Any help is extremely appreciated as I'm still finding my way around excel.
Thank you in advance.

 

[oldbrewer]

because you want 4 colours and presumably dont want to use vba, you need to set the cell default to one of your colours AND

anything within 5% of the goal should be green; anything within 10% should be yellow;

4.9% is within 10%

so redefine what you want

> goal = gold
95% to 100% of goal = green
90% to 95% of goal = yellow
<90% of goal red

correct?

 

[jjacks60]

because you want 4 colours and presumably dont want to use vba, you need to set the cell default to one of your colours AND

anything within 5% of the goal should be green; anything within 10% should be yellow;

4.9% is within 10%

so redefine what you want

> goal = gold
95% to 100% of goal = green
90% to 95% of goal = yellow
<90% of goal red

correct?

Yes that would also work perfectly fine.
For the formatting would it be something like =ABS(J11<=$W11*....
And for the formatting would it be four separate rules or is there a way to combine the four you previously mentioned into one, in a way that I could apply the formula to the rest of the goals on the scorecard.

Thanks for the help!

 

[oldbrewer]

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[jjacks60]

[TABLE="width: 640"]
<tbody>[TR]
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[TD="align: right"]66[/TD]
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[TD="align: right"]67[/TD]
[TD]red[/TD]
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[TD="align: right"]68[/TD]
[TD]yellow[/TD]
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[TD="align: right"]69[/TD]
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[TD="align: right"]70[/TD]
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[TD="colspan: 2"]condition 3[/TD]
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[TD]a3>g1*.9[/TD]
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[TD="colspan: 2"]set to yellow[/TD]
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[TD="colspan: 3"]you may have to arrange[/TD]
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[TD="colspan: 4"]these in ascending order ie worst first[/TD]
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I'll work with it and let you know. Thanks for the quick response!

 

[jjacks60]

So with this formula
=IF(J11>$W$11,"gold",IF(J11>$W$11*0.95,"GREEN",IF(J11>$W$11*0.9,"YELLOW","Red")))
I can place it in the cell next to my percentage but I can't make the actual cell for say July that's 86.5% become green, I can only have a cell next to it fill with the word gold, green, yellow, etc.

I need the colors because the managers are trying to make a quick glance at the scorecard all that is necessary.
Any advice?

 

[oldbrewer]

see bottom of my post 4 they are the 3 formulas to put in the conditional formatting boxes

format, conditional formatting

top part was only to explain the principles / logic

 

[jjacks60]

see bottom of my post 4 they are the 3 formulas to put in the conditional formatting boxes

format, conditional formatting

top part was only to explain the principles / logic

Do I have to set up the formats on each row or is there a way to let excel know I want each row to correspond with the goal set in its same row?

Sorry for the amount of naive questions, I've never done formatting based on criteria in cells that differs for each row.

 

[oldbrewer]

when you want to conditionally format a cell you can use one, two or three conditions

suggest you play around with it start with one condition, choose cell value in first box, put 5 in second box and set colour then change values in cell to see colour switcjing

then repeat using formula is in first cell and say A10+b10 >100

tyhen build up to 2 conditions

 

[jjacks60]

Do I have to set up the formats on each row or is there a way to let excel know I want each row to correspond with the goal set in its same row?

Sorry for the amount of naive questions, I've never done formatting based on criteria in cells that differs for each row.

I figured it out. Thanks for the help!