Ravindra BagaleCourses & study guides

2. Data Entry Tools

2.7 Data Bars, Color Scales and Icon Sets

Type Shows Good for
Data Bars A bar inside the cell, length ∝ value Sales by store
Color Scales 2- or 3-colour gradient Heat map of orders by hour × city
Icon Sets Arrows, traffic lights, ratings Target achieved / near / missed

Steps in Excel

  1. Select store sales › Home › Styles › Conditional Formatting › Data Bars › choose Solid Fill green.
  2. Select an hour × city grid › Color Scales › Green – Yellow – Red (or reverse for "low is good").
  3. Select Achievement % › Icon Sets › 3 Traffic Lights.
  4. Customise thresholds: Manage Rules › Edit Rule › set Type to Number instead of Percent, e.g. green when ≥ 1 (100%), yellow when ≥ 0.9, else red. Tick Show Icon Only if you want no numbers.

Worked example – target tracker.

Store Target Actual Achievement Icon (rule)
Pune – Wakad ₹2,50,000 ₹2,71,300 109% green (≥ 100%)
Kolhapur – Tarabai Park ₹1,50,000 ₹1,41,600 94% yellow (≥ 90%)
Solapur – Murarji Peth ₹1,20,000 ₹96,000 80% red

Ravindra Bagale's Tip

Icon sets madhe default thresholds Percent (67%, 33%) aastat – te target cha nahi, range cha percent asto. Khup students he na badlata report detat aani 95% achievement la red light yete. Edit Rule madhe Type = Number karun khare thresholds taka.

Practice task

Build the target tracker for five stores. Apply data bars to Actual and 3 traffic lights to Achievement with number thresholds 1 and 0.9.