Managing formatting rules

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Managing formatting rules

On the ribbon tab Home | group Format | Conditional formatting cond_format_icon, you can choose the command Manage rules to manage the conditional formatting in a document, including editing and deleting it.

Use this command as follows:

1.Navigate to the cell whose formatting rules you want to edit. Of course, you can also select multiple cells.
2.Choose the ribbon command Home | group Format | Conditional formatting | Manage rules.
3.A dialog box appears.
Note: By default, this dialog box displays only the rules for the current cell (or selection). If you want to see all rules created in the entire worksheet instead, set the option Source to Current worksheet. For more information, see below.
4.Make the desired changes to the formatting rules (see below).
5.Close the dialog box by clicking on OK.

Using the dialog box

The dialog box for this command has the following options:

Source

Here, you can determine which formatting rules should be displayed in the dialog box:
Only selected cells: This shows only rules that affect the currently selected cells (or the current cell if no cells are currently selected)
Current worksheet: This shows all rules for the current worksheet
Sheet <name>: This shows all rules for a different worksheet (if available)

Rules list

The Rules list displays all rules for the current selection or the entire worksheet (depending on what you selected for Source).
Rules that affect the currently selected cells are displayed in boldface.
Stop: You usually don't have to concern yourself with the checkboxes in the Stop column. They are only necessary for compatibility reasons with older documents. (Background info: In older versions of PlanMaker and Excel, conditional formatting for a cell that had multiple formatting rules was "stopped" as soon as one of these rules applied. All further rules for this cell were then ignored. This is no longer the case in current versions of PlanMaker and Excel: Here, all rules defined for a cell are always observed.)

Arrow buttons next to the Rules list

The arrow buttons next to the Rules list enable you to change the ranking order of the formatting rules.
To change the ranking of a rule, select it in the list and then click on the up button (increase ranking) or down button (decrease ranking).
This may be necessary if a cell range has been assigned competing formatting rules. Simple example: A rule wants to color the cell green, but another rule wants to color it red.
The higher a rule is in the list, the higher its ranking.

Note: Please note that the list does not reflect the order in which the rules are processed – on the contrary: The list is processed from bottom to top, so that the rules with the highest ranking are applied last.

Apply to

Here, you can change the cell range to which you want to apply a rule.
To do so, select the rule in the Rules list and enter the desired cell range in this input field.

New button

This creates a new conditional formatting rule for the cells currently selected in the worksheet, just like the ribbon command Home | group Format | Conditional formatting | New rule.
PlanMaker displays again the dialog box for creating rules, which was described in Creating new formatting rules.

Edit button

This lets you edit the conditional formatting rule currently selected in the Rules list.
Note: The rule is then changed in all cells to which it has been applied, regardless of which cells are currently selected in the worksheet.
PlanMaker displays again the dialog box for creating rules, which was described in Creating new formatting rules.

Delete button

This deletes the rule currently selected in the Rules list.
Note: This will remove the rule from all cells to which it has been applied, regardless of which cells are currently selected in the worksheet.
For more information on Removing conditional formatting, see the next section.

Go to button

This closes the dialog box and jumps to the cell range for the rule that is currently selected in the Rules list.