Using Conditional Formatting to Classify Data

Create Conditional Formatting using custom tokens.

Insert Conditional Formatting into the new Spreadsheet.

 

Using the 'BShift' and Custom Token data created in the previous section, we will now define conditional formatting ('NEG', 'POS', and 'WEAK') in the Spreadsheet. We will use conditional formatting to classify our samples and ultimately determine the status of the patient serum cross-match. To begin, we will insert a new Spreadsheet.

 

1.Open the HLA Conditional Formatting.fey found in the Tutorial Sample Data archive folder.

We will begin by defining conditional formatting to classify the results for each sample in the spreadsheet.

2. Click on the Page 3 tab.  

3. Click on the header cell of the spreadsheet's Column B.

4. Click the Spreadsheet tab group→Layout Tab→Formatting and Sorting group→Conditional Formatting command.

SpreadSheetLayoutTab

 

5. Mouse over Icon Sets.

6. Mouse in-line of arrow point to right to the right to reveal the available icon sets.

7. Click the first set of arrows icons in the first row (Figure T16.37, red outline).

Figure T16.37  Selecting First Icon Set from Ribbon

Figure T16.37  Selecting First Icon Set from Ribbon

You will notice that the data set has now been conditionally formatted based to use the icon set based on the default rules. We will now adjust the rules to perform a custom classification using the icon sets.

6. Click on the Spreadsheet tab group→Layout Tab→Formatting and Sorting group→Conditional Formatting. (See image above Step #4)

7. Click the Managing Rules from the drop-down (Figure T16.38).

Note: Here, we will define the rules for the conditional formatting seen in Figure T16.39. Before using the Manage Rules feature, confirm the column containing the data set to classify in the spreadsheet is selected. For example; in this tutorial, it will be Column B.

Figure T16.38  Managing Conditional Formatting Rules

Figure T16.38  Managing Conditional Formatting Rules

8. Click on the words Icon Set underneath the Rule column (Figure T16.39).

9. Click on the Edit Rule... button (shown with the cursor on it in Figure T16.39).

Note: while using conditional formatting, we can add additional rules. In this particular case, we will edit the rule as it is already started in this particular layout (shown by the cursor). This rule will apply to cells B1-B4.

Figure T16.39  Conditional Formatting Rules Manager Dialog

Figure T16.39  Conditional Formatting Rules Manager Dialog

10. Click on Format all cells based on their values via icon set (Figure T16.40, blue highlighted text).

Note: Here you will add values according to each rule displayed by the icon set. Make sure you choose the rule type. In this tutorial, we are using Format all cells based on their values via icon set.

Figure T16.40  Conditional Formatting Rule Range Definitions

Figure T16.40  Conditional Formatting Rule Range Definitions

11. Click on the percent drop-down in the Up Arrow category (Figure T16.41).

12. Choose value (Figure T16.41, blue highlighted text in drop-down).

13. Click the 0 in order to enter a new value.

14. Enter the value of 40000 to replace 0.

Note: in this case, we entered 40000 which defines greater than or ">" 40000 for the green arrow.

In order to define the second line for the right facing yellow arrow in the Display each icon according to these rules: window,

15. Click on percent in the second row.

16. Choose value from the drop-down.

17. Click on the "0" from the second line in the Display each icon according to these rules: window.

18. Enter 8000 as the numerical value for the yellow arrow.

Note: The yellow rule is defined by less than or "<" 40000 but greater than of ">" 8000.

Also Note: The red arrow is then automatically defined as less than or "<" 8000.

19. Click OK. The formatting rules dialog will appear.

20. Click Apply.

21. Click OK.

Figure T16.41  Conditional Formatting Rules Dialog

Figure T16.41  Conditional Formatting Rules Dialog

Note: you will see the conditional formatting displayed in the spreadsheet (Figure T16.42). To see the changes in real-time, you may type in a different value in column B or update the Lymphs gate on Page 1 or Page 2. The conditional formatting will change due to the spreadsheet cell values updating.

Figure T16.42  Spreadsheet with Conditional Formatting

Figure T16.42  Spreadsheet with Conditional Formatting