Is it possible to save conditional formatting rules for reuse in a new workbook?
up vote
7
down vote
favorite
I want to make some rules that I can haves saved that I can easily apply to new workbooks as needed. It's a pain doing it how I currently do where I'm always having to go back through and recreate these conditional format rules. If this is unclear please let me know and I'll try explaining better.
My apologies... so here is a better description of the issue.
I have values that I want to color code that come up all the time in documents I create. For instance, I might have a sample document like the following:
Jane 2.1
Steve 4.5
Caleb 4.4
I want to have the cells with the numbers formatted a certain way based on the numbers falling within a certain range. So each time this comes up in a document I end up created 7+ conditional rules for the 7 or more number ranges. These rules never change except for every 3 years or so. It would be nice to be able to have them save and then I can just use format painter or something to apply them to certain columns when creating a new document.
Hope this helps explain the situation!
microsoft-excel conditional-formatting
add a comment |
up vote
7
down vote
favorite
I want to make some rules that I can haves saved that I can easily apply to new workbooks as needed. It's a pain doing it how I currently do where I'm always having to go back through and recreate these conditional format rules. If this is unclear please let me know and I'll try explaining better.
My apologies... so here is a better description of the issue.
I have values that I want to color code that come up all the time in documents I create. For instance, I might have a sample document like the following:
Jane 2.1
Steve 4.5
Caleb 4.4
I want to have the cells with the numbers formatted a certain way based on the numbers falling within a certain range. So each time this comes up in a document I end up created 7+ conditional rules for the 7 or more number ranges. These rules never change except for every 3 years or so. It would be nice to be able to have them save and then I can just use format painter or something to apply them to certain columns when creating a new document.
Hope this helps explain the situation!
microsoft-excel conditional-formatting
Can I save conditional formatting rules for use in other workbooks? [Excel 2010] answers.microsoft.com/en-us/office/forum/office_2010-excel/… Easily found by Googling 'excel save conditional formatting'
– Jan Doggen
Apr 11 '13 at 14:03
You could store your rules in VBA macro. If you have no experience with VBA try to start recording before you will set CF rules next time. Don't be surprised- if you have complicated CFs that you could result with complicated (but understandable) code. If it is something easy try @JanDoggen link with a bit help of recorder.
– Kazimierz Jawor
Apr 11 '13 at 14:06
add a comment |
up vote
7
down vote
favorite
up vote
7
down vote
favorite
I want to make some rules that I can haves saved that I can easily apply to new workbooks as needed. It's a pain doing it how I currently do where I'm always having to go back through and recreate these conditional format rules. If this is unclear please let me know and I'll try explaining better.
My apologies... so here is a better description of the issue.
I have values that I want to color code that come up all the time in documents I create. For instance, I might have a sample document like the following:
Jane 2.1
Steve 4.5
Caleb 4.4
I want to have the cells with the numbers formatted a certain way based on the numbers falling within a certain range. So each time this comes up in a document I end up created 7+ conditional rules for the 7 or more number ranges. These rules never change except for every 3 years or so. It would be nice to be able to have them save and then I can just use format painter or something to apply them to certain columns when creating a new document.
Hope this helps explain the situation!
microsoft-excel conditional-formatting
I want to make some rules that I can haves saved that I can easily apply to new workbooks as needed. It's a pain doing it how I currently do where I'm always having to go back through and recreate these conditional format rules. If this is unclear please let me know and I'll try explaining better.
My apologies... so here is a better description of the issue.
I have values that I want to color code that come up all the time in documents I create. For instance, I might have a sample document like the following:
Jane 2.1
Steve 4.5
Caleb 4.4
I want to have the cells with the numbers formatted a certain way based on the numbers falling within a certain range. So each time this comes up in a document I end up created 7+ conditional rules for the 7 or more number ranges. These rules never change except for every 3 years or so. It would be nice to be able to have them save and then I can just use format painter or something to apply them to certain columns when creating a new document.
Hope this helps explain the situation!
microsoft-excel conditional-formatting
microsoft-excel conditional-formatting
edited Apr 14 '13 at 0:56
Brad Patton
9,141123366
9,141123366
asked Apr 11 '13 at 13:20
fwaokda
1843514
1843514
Can I save conditional formatting rules for use in other workbooks? [Excel 2010] answers.microsoft.com/en-us/office/forum/office_2010-excel/… Easily found by Googling 'excel save conditional formatting'
– Jan Doggen
Apr 11 '13 at 14:03
You could store your rules in VBA macro. If you have no experience with VBA try to start recording before you will set CF rules next time. Don't be surprised- if you have complicated CFs that you could result with complicated (but understandable) code. If it is something easy try @JanDoggen link with a bit help of recorder.
– Kazimierz Jawor
Apr 11 '13 at 14:06
add a comment |
Can I save conditional formatting rules for use in other workbooks? [Excel 2010] answers.microsoft.com/en-us/office/forum/office_2010-excel/… Easily found by Googling 'excel save conditional formatting'
– Jan Doggen
Apr 11 '13 at 14:03
You could store your rules in VBA macro. If you have no experience with VBA try to start recording before you will set CF rules next time. Don't be surprised- if you have complicated CFs that you could result with complicated (but understandable) code. If it is something easy try @JanDoggen link with a bit help of recorder.
– Kazimierz Jawor
Apr 11 '13 at 14:06
Can I save conditional formatting rules for use in other workbooks? [Excel 2010] answers.microsoft.com/en-us/office/forum/office_2010-excel/… Easily found by Googling 'excel save conditional formatting'
– Jan Doggen
Apr 11 '13 at 14:03
Can I save conditional formatting rules for use in other workbooks? [Excel 2010] answers.microsoft.com/en-us/office/forum/office_2010-excel/… Easily found by Googling 'excel save conditional formatting'
– Jan Doggen
Apr 11 '13 at 14:03
You could store your rules in VBA macro. If you have no experience with VBA try to start recording before you will set CF rules next time. Don't be surprised- if you have complicated CFs that you could result with complicated (but understandable) code. If it is something easy try @JanDoggen link with a bit help of recorder.
– Kazimierz Jawor
Apr 11 '13 at 14:06
You could store your rules in VBA macro. If you have no experience with VBA try to start recording before you will set CF rules next time. Don't be surprised- if you have complicated CFs that you could result with complicated (but understandable) code. If it is something easy try @JanDoggen link with a bit help of recorder.
– Kazimierz Jawor
Apr 11 '13 at 14:06
add a comment |
3 Answers
3
active
oldest
votes
up vote
3
down vote
It looks like you’ve got the answer right there in your question –– or am I missing something?
You can use “Format Painter” (in the “Clipboard” panel of the “Home” tab).
- Create a file that has your chosen formats. Save it. ... Later,
- Create or open a new file with data.
- Reopen your original file.
- Click on a cell that has the format(s) that you want to use.
- Click on “Format Painter”.
- Switch over to the new file and click on the cell(s) to which you want to apply the format(s).
Following standard “Format Painter” semantics, if you want to copy a format (or a format collection) to multiple ranges, double-click on “Format Painter”.
I think the OP was about using conditional formatting which I don't think Format Painter copies.
– Brad Patton
Apr 12 '13 at 0:23
@Brad: It does in Excel 2007.
– Scott
Apr 12 '13 at 0:25
ahh it does in 2010 as well. But it appears to change the data range. If I have a rule for the entire worksheet and 'paint' it to another worksheet the range changes to the cells I paint which may or may not be fine for this case.
– Brad Patton
Apr 12 '13 at 0:33
Well, that is what I said: “6. Switch over to the new file and click on the cell(s) to which you want to apply the format(s).”
– Scott
Apr 12 '13 at 0:36
This copies all formatting, though, and/or deletes existing formatting. It doesn't just copy the conditional formatting rules. I want a way to save a set of rules with a name and then apply that rule to a selection, the way you can drop down and choose a color scale, for instance.
– endolith
Sep 11 '13 at 20:17
add a comment |
up vote
3
down vote
record a macro,run it the next time you have to apply the conditional format.
I recorded a macro of applying 2 conditional formattings to a range, saved to Personal Macro Workbook, then followed these directions for making a quick button. Now I can select a range and click the button and the conditional formatting is applied. It only applies to the selected range (color-highlight extreme values), so it works correctly.
– endolith
Sep 12 '13 at 14:51
add a comment |
up vote
2
down vote
You can use a template to save the all of the conditional formatting rules.
- Start with a blank spreadsheet.
- Add any content you want to appear in new spreadsheet.
- Add the conditional formatting rules you want in each new spreadsheet.
- Use
Save As
and chooseExcel Template
- When creating a new spreadsheet choose
My templates
and then the template you want.
But how do you save and reuse the conditional formatting rules?
– endolith
Sep 11 '13 at 20:04
@endolith: Based on your requirements (which, AFAIK, cannot be satisfied), Brad’s answer is even worse than mine. In step 4, he saves a copy of the workbook, complete with all formatting, as a template file. And in step 5 he creates a new workbook that is a copy (duplicate / clone) of the original workbook, complete with all formatting.
– Scott
Sep 11 '13 at 22:46
@Scott: Yeah I created a macro and made a button for it, which seems to be working well
– endolith
Sep 12 '13 at 14:22
add a comment |
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3 Answers
3
active
oldest
votes
3 Answers
3
active
oldest
votes
active
oldest
votes
active
oldest
votes
up vote
3
down vote
It looks like you’ve got the answer right there in your question –– or am I missing something?
You can use “Format Painter” (in the “Clipboard” panel of the “Home” tab).
- Create a file that has your chosen formats. Save it. ... Later,
- Create or open a new file with data.
- Reopen your original file.
- Click on a cell that has the format(s) that you want to use.
- Click on “Format Painter”.
- Switch over to the new file and click on the cell(s) to which you want to apply the format(s).
Following standard “Format Painter” semantics, if you want to copy a format (or a format collection) to multiple ranges, double-click on “Format Painter”.
I think the OP was about using conditional formatting which I don't think Format Painter copies.
– Brad Patton
Apr 12 '13 at 0:23
@Brad: It does in Excel 2007.
– Scott
Apr 12 '13 at 0:25
ahh it does in 2010 as well. But it appears to change the data range. If I have a rule for the entire worksheet and 'paint' it to another worksheet the range changes to the cells I paint which may or may not be fine for this case.
– Brad Patton
Apr 12 '13 at 0:33
Well, that is what I said: “6. Switch over to the new file and click on the cell(s) to which you want to apply the format(s).”
– Scott
Apr 12 '13 at 0:36
This copies all formatting, though, and/or deletes existing formatting. It doesn't just copy the conditional formatting rules. I want a way to save a set of rules with a name and then apply that rule to a selection, the way you can drop down and choose a color scale, for instance.
– endolith
Sep 11 '13 at 20:17
add a comment |
up vote
3
down vote
It looks like you’ve got the answer right there in your question –– or am I missing something?
You can use “Format Painter” (in the “Clipboard” panel of the “Home” tab).
- Create a file that has your chosen formats. Save it. ... Later,
- Create or open a new file with data.
- Reopen your original file.
- Click on a cell that has the format(s) that you want to use.
- Click on “Format Painter”.
- Switch over to the new file and click on the cell(s) to which you want to apply the format(s).
Following standard “Format Painter” semantics, if you want to copy a format (or a format collection) to multiple ranges, double-click on “Format Painter”.
I think the OP was about using conditional formatting which I don't think Format Painter copies.
– Brad Patton
Apr 12 '13 at 0:23
@Brad: It does in Excel 2007.
– Scott
Apr 12 '13 at 0:25
ahh it does in 2010 as well. But it appears to change the data range. If I have a rule for the entire worksheet and 'paint' it to another worksheet the range changes to the cells I paint which may or may not be fine for this case.
– Brad Patton
Apr 12 '13 at 0:33
Well, that is what I said: “6. Switch over to the new file and click on the cell(s) to which you want to apply the format(s).”
– Scott
Apr 12 '13 at 0:36
This copies all formatting, though, and/or deletes existing formatting. It doesn't just copy the conditional formatting rules. I want a way to save a set of rules with a name and then apply that rule to a selection, the way you can drop down and choose a color scale, for instance.
– endolith
Sep 11 '13 at 20:17
add a comment |
up vote
3
down vote
up vote
3
down vote
It looks like you’ve got the answer right there in your question –– or am I missing something?
You can use “Format Painter” (in the “Clipboard” panel of the “Home” tab).
- Create a file that has your chosen formats. Save it. ... Later,
- Create or open a new file with data.
- Reopen your original file.
- Click on a cell that has the format(s) that you want to use.
- Click on “Format Painter”.
- Switch over to the new file and click on the cell(s) to which you want to apply the format(s).
Following standard “Format Painter” semantics, if you want to copy a format (or a format collection) to multiple ranges, double-click on “Format Painter”.
It looks like you’ve got the answer right there in your question –– or am I missing something?
You can use “Format Painter” (in the “Clipboard” panel of the “Home” tab).
- Create a file that has your chosen formats. Save it. ... Later,
- Create or open a new file with data.
- Reopen your original file.
- Click on a cell that has the format(s) that you want to use.
- Click on “Format Painter”.
- Switch over to the new file and click on the cell(s) to which you want to apply the format(s).
Following standard “Format Painter” semantics, if you want to copy a format (or a format collection) to multiple ranges, double-click on “Format Painter”.
answered Apr 11 '13 at 22:36
Scott
15.5k113889
15.5k113889
I think the OP was about using conditional formatting which I don't think Format Painter copies.
– Brad Patton
Apr 12 '13 at 0:23
@Brad: It does in Excel 2007.
– Scott
Apr 12 '13 at 0:25
ahh it does in 2010 as well. But it appears to change the data range. If I have a rule for the entire worksheet and 'paint' it to another worksheet the range changes to the cells I paint which may or may not be fine for this case.
– Brad Patton
Apr 12 '13 at 0:33
Well, that is what I said: “6. Switch over to the new file and click on the cell(s) to which you want to apply the format(s).”
– Scott
Apr 12 '13 at 0:36
This copies all formatting, though, and/or deletes existing formatting. It doesn't just copy the conditional formatting rules. I want a way to save a set of rules with a name and then apply that rule to a selection, the way you can drop down and choose a color scale, for instance.
– endolith
Sep 11 '13 at 20:17
add a comment |
I think the OP was about using conditional formatting which I don't think Format Painter copies.
– Brad Patton
Apr 12 '13 at 0:23
@Brad: It does in Excel 2007.
– Scott
Apr 12 '13 at 0:25
ahh it does in 2010 as well. But it appears to change the data range. If I have a rule for the entire worksheet and 'paint' it to another worksheet the range changes to the cells I paint which may or may not be fine for this case.
– Brad Patton
Apr 12 '13 at 0:33
Well, that is what I said: “6. Switch over to the new file and click on the cell(s) to which you want to apply the format(s).”
– Scott
Apr 12 '13 at 0:36
This copies all formatting, though, and/or deletes existing formatting. It doesn't just copy the conditional formatting rules. I want a way to save a set of rules with a name and then apply that rule to a selection, the way you can drop down and choose a color scale, for instance.
– endolith
Sep 11 '13 at 20:17
I think the OP was about using conditional formatting which I don't think Format Painter copies.
– Brad Patton
Apr 12 '13 at 0:23
I think the OP was about using conditional formatting which I don't think Format Painter copies.
– Brad Patton
Apr 12 '13 at 0:23
@Brad: It does in Excel 2007.
– Scott
Apr 12 '13 at 0:25
@Brad: It does in Excel 2007.
– Scott
Apr 12 '13 at 0:25
ahh it does in 2010 as well. But it appears to change the data range. If I have a rule for the entire worksheet and 'paint' it to another worksheet the range changes to the cells I paint which may or may not be fine for this case.
– Brad Patton
Apr 12 '13 at 0:33
ahh it does in 2010 as well. But it appears to change the data range. If I have a rule for the entire worksheet and 'paint' it to another worksheet the range changes to the cells I paint which may or may not be fine for this case.
– Brad Patton
Apr 12 '13 at 0:33
Well, that is what I said: “6. Switch over to the new file and click on the cell(s) to which you want to apply the format(s).”
– Scott
Apr 12 '13 at 0:36
Well, that is what I said: “6. Switch over to the new file and click on the cell(s) to which you want to apply the format(s).”
– Scott
Apr 12 '13 at 0:36
This copies all formatting, though, and/or deletes existing formatting. It doesn't just copy the conditional formatting rules. I want a way to save a set of rules with a name and then apply that rule to a selection, the way you can drop down and choose a color scale, for instance.
– endolith
Sep 11 '13 at 20:17
This copies all formatting, though, and/or deletes existing formatting. It doesn't just copy the conditional formatting rules. I want a way to save a set of rules with a name and then apply that rule to a selection, the way you can drop down and choose a color scale, for instance.
– endolith
Sep 11 '13 at 20:17
add a comment |
up vote
3
down vote
record a macro,run it the next time you have to apply the conditional format.
I recorded a macro of applying 2 conditional formattings to a range, saved to Personal Macro Workbook, then followed these directions for making a quick button. Now I can select a range and click the button and the conditional formatting is applied. It only applies to the selected range (color-highlight extreme values), so it works correctly.
– endolith
Sep 12 '13 at 14:51
add a comment |
up vote
3
down vote
record a macro,run it the next time you have to apply the conditional format.
I recorded a macro of applying 2 conditional formattings to a range, saved to Personal Macro Workbook, then followed these directions for making a quick button. Now I can select a range and click the button and the conditional formatting is applied. It only applies to the selected range (color-highlight extreme values), so it works correctly.
– endolith
Sep 12 '13 at 14:51
add a comment |
up vote
3
down vote
up vote
3
down vote
record a macro,run it the next time you have to apply the conditional format.
record a macro,run it the next time you have to apply the conditional format.
answered Apr 12 '13 at 0:43
truthurt
693
693
I recorded a macro of applying 2 conditional formattings to a range, saved to Personal Macro Workbook, then followed these directions for making a quick button. Now I can select a range and click the button and the conditional formatting is applied. It only applies to the selected range (color-highlight extreme values), so it works correctly.
– endolith
Sep 12 '13 at 14:51
add a comment |
I recorded a macro of applying 2 conditional formattings to a range, saved to Personal Macro Workbook, then followed these directions for making a quick button. Now I can select a range and click the button and the conditional formatting is applied. It only applies to the selected range (color-highlight extreme values), so it works correctly.
– endolith
Sep 12 '13 at 14:51
I recorded a macro of applying 2 conditional formattings to a range, saved to Personal Macro Workbook, then followed these directions for making a quick button. Now I can select a range and click the button and the conditional formatting is applied. It only applies to the selected range (color-highlight extreme values), so it works correctly.
– endolith
Sep 12 '13 at 14:51
I recorded a macro of applying 2 conditional formattings to a range, saved to Personal Macro Workbook, then followed these directions for making a quick button. Now I can select a range and click the button and the conditional formatting is applied. It only applies to the selected range (color-highlight extreme values), so it works correctly.
– endolith
Sep 12 '13 at 14:51
add a comment |
up vote
2
down vote
You can use a template to save the all of the conditional formatting rules.
- Start with a blank spreadsheet.
- Add any content you want to appear in new spreadsheet.
- Add the conditional formatting rules you want in each new spreadsheet.
- Use
Save As
and chooseExcel Template
- When creating a new spreadsheet choose
My templates
and then the template you want.
But how do you save and reuse the conditional formatting rules?
– endolith
Sep 11 '13 at 20:04
@endolith: Based on your requirements (which, AFAIK, cannot be satisfied), Brad’s answer is even worse than mine. In step 4, he saves a copy of the workbook, complete with all formatting, as a template file. And in step 5 he creates a new workbook that is a copy (duplicate / clone) of the original workbook, complete with all formatting.
– Scott
Sep 11 '13 at 22:46
@Scott: Yeah I created a macro and made a button for it, which seems to be working well
– endolith
Sep 12 '13 at 14:22
add a comment |
up vote
2
down vote
You can use a template to save the all of the conditional formatting rules.
- Start with a blank spreadsheet.
- Add any content you want to appear in new spreadsheet.
- Add the conditional formatting rules you want in each new spreadsheet.
- Use
Save As
and chooseExcel Template
- When creating a new spreadsheet choose
My templates
and then the template you want.
But how do you save and reuse the conditional formatting rules?
– endolith
Sep 11 '13 at 20:04
@endolith: Based on your requirements (which, AFAIK, cannot be satisfied), Brad’s answer is even worse than mine. In step 4, he saves a copy of the workbook, complete with all formatting, as a template file. And in step 5 he creates a new workbook that is a copy (duplicate / clone) of the original workbook, complete with all formatting.
– Scott
Sep 11 '13 at 22:46
@Scott: Yeah I created a macro and made a button for it, which seems to be working well
– endolith
Sep 12 '13 at 14:22
add a comment |
up vote
2
down vote
up vote
2
down vote
You can use a template to save the all of the conditional formatting rules.
- Start with a blank spreadsheet.
- Add any content you want to appear in new spreadsheet.
- Add the conditional formatting rules you want in each new spreadsheet.
- Use
Save As
and chooseExcel Template
- When creating a new spreadsheet choose
My templates
and then the template you want.
You can use a template to save the all of the conditional formatting rules.
- Start with a blank spreadsheet.
- Add any content you want to appear in new spreadsheet.
- Add the conditional formatting rules you want in each new spreadsheet.
- Use
Save As
and chooseExcel Template
- When creating a new spreadsheet choose
My templates
and then the template you want.
answered Apr 11 '13 at 14:19
Brad Patton
9,141123366
9,141123366
But how do you save and reuse the conditional formatting rules?
– endolith
Sep 11 '13 at 20:04
@endolith: Based on your requirements (which, AFAIK, cannot be satisfied), Brad’s answer is even worse than mine. In step 4, he saves a copy of the workbook, complete with all formatting, as a template file. And in step 5 he creates a new workbook that is a copy (duplicate / clone) of the original workbook, complete with all formatting.
– Scott
Sep 11 '13 at 22:46
@Scott: Yeah I created a macro and made a button for it, which seems to be working well
– endolith
Sep 12 '13 at 14:22
add a comment |
But how do you save and reuse the conditional formatting rules?
– endolith
Sep 11 '13 at 20:04
@endolith: Based on your requirements (which, AFAIK, cannot be satisfied), Brad’s answer is even worse than mine. In step 4, he saves a copy of the workbook, complete with all formatting, as a template file. And in step 5 he creates a new workbook that is a copy (duplicate / clone) of the original workbook, complete with all formatting.
– Scott
Sep 11 '13 at 22:46
@Scott: Yeah I created a macro and made a button for it, which seems to be working well
– endolith
Sep 12 '13 at 14:22
But how do you save and reuse the conditional formatting rules?
– endolith
Sep 11 '13 at 20:04
But how do you save and reuse the conditional formatting rules?
– endolith
Sep 11 '13 at 20:04
@endolith: Based on your requirements (which, AFAIK, cannot be satisfied), Brad’s answer is even worse than mine. In step 4, he saves a copy of the workbook, complete with all formatting, as a template file. And in step 5 he creates a new workbook that is a copy (duplicate / clone) of the original workbook, complete with all formatting.
– Scott
Sep 11 '13 at 22:46
@endolith: Based on your requirements (which, AFAIK, cannot be satisfied), Brad’s answer is even worse than mine. In step 4, he saves a copy of the workbook, complete with all formatting, as a template file. And in step 5 he creates a new workbook that is a copy (duplicate / clone) of the original workbook, complete with all formatting.
– Scott
Sep 11 '13 at 22:46
@Scott: Yeah I created a macro and made a button for it, which seems to be working well
– endolith
Sep 12 '13 at 14:22
@Scott: Yeah I created a macro and made a button for it, which seems to be working well
– endolith
Sep 12 '13 at 14:22
add a comment |
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Can I save conditional formatting rules for use in other workbooks? [Excel 2010] answers.microsoft.com/en-us/office/forum/office_2010-excel/… Easily found by Googling 'excel save conditional formatting'
– Jan Doggen
Apr 11 '13 at 14:03
You could store your rules in VBA macro. If you have no experience with VBA try to start recording before you will set CF rules next time. Don't be surprised- if you have complicated CFs that you could result with complicated (but understandable) code. If it is something easy try @JanDoggen link with a bit help of recorder.
– Kazimierz Jawor
Apr 11 '13 at 14:06