Join 400,000+ professionals in our courses here https://link.xelplus.com/yt-d-all-courses

This video shows you how how you can use your custom Symbols in Excel and conditionally format them to change color depending whether a condition is met or not.

⬇️ Download the workbook here: https://pages.xelplus.com/cond-formatting-symbols

Discover how to visually enhance your Excel project timelines. Using custom symbols and conditional formatting, easily identify completed tasks, overdue items, and upcoming deadlines. Ideal for efficient project tracking and management.

1️⃣ Setting the Stage:
Project Timeline: A table with tasks, start dates, working days, and end dates calculated using the WORKDAY function.
Today's Date: Use =TODAY() to automatically update the current date.
Task Completion Status: Column indicating task completion with "Y" for "Yes".

2️⃣ Selecting Custom Symbols:
Source: Use symbols from the "Wingdings" font for a unique look.
Symbols for Different Statuses:
Completed Tasks: A tick mark ().
Upcoming Tasks: A clock symbol ().
Overdue Tasks: A different symbol for urgency (️).

3️⃣ Implementing Symbols in Excel:
Character Codes: Remember the character codes for each symbol for easy reference and formula integration.
Font Adjustment: Ensure cells are formatted in the "Wingdings" font to display symbols correctly.

4️⃣ Conditional Formatting Setup:
Nested IF Formulas: Create formulas using the IF and CHARACTER functions to display appropriate symbols based on task status and current date.
Applying Conditional Formatting:
Completed Tasks: Green color and bold font.
Overdue Tasks: Red color and bold font.
Upcoming Tasks: Light gray color or default formatting.

5️⃣ Adapting to Changes:
Flexibility: Update task completion status or deadlines, and watch symbols and colors change automatically, providing real-time project insights.

6️⃣ Enhancing Readability:
Styling: Center-align tasks, add borders, and adjust cell spacing for a clean, professional look.

The video shows an example of a project timeline and how symbols can be added to notify you on weather the deadline is met in time, whether it's already over due and which tasks are still open.

You can use your own custom symbols in Excel and conditionally format them. You don’t have to choose between the icon sets available to you within Conditional Formatting, but instead choose pretty much any symbol you’d like and conditionally format this instead.

My Online Excel Courses ► https://www.xelplus.com/courses/

️ Join this channel to get access to perks: https://www.youtube.com/channel/UCJtUOos_MwJa_Ewii-R3cJA/join

Get the Official XelPlus MERCH: https://xelplus.creator-spring.com/

Not sure which of my Excel courses fits best for you? Take the quiz: https://www.xelplus.com/course-quiz/

RESOURCES I recommend: https://www.xelplus.com/resources/

Let’s connect on social:
Instagram: https://www.instagram.com/lgharani
LinkedIn: https://www.linkedin.com/company/xelplus

Note: This description contains affiliate links, which means at no additional cost to you, we will receive a small commission if you make a purchase using the links. This helps support the channel and allows us to continue to make videos like this. Thank you for your support!

#excel