Data Validation and Conditional Formatting
Restricting cell input and applying rule-based visual formatting
About This Course
Course Information
This course covers the use of data validation and conditional formatting. It is divided into two sessions. The first session covers how to apply data validation, whereas the second session explains the use of conditional formatting.
Certificate on Completion
This course is made up of videos, questions and additional reading materials and accounts for 2 units of CPD. One unit is the equivalent of one hour of learning. A certificate will be issued once you have completed all 2 units.
Course Sections
This Course is made up of the following sections:
- Data Validation and Conditional Formatting – Part 1(Video and Quiz)
- Data Validation and Conditional Formatting – Part 2 (Video and Quiz)
- Additional Reading Materials
What You Will Learn
- Apply data validation rules to restrict cell input to specific values, ranges, or lists
- Describe how conditional formatting changes cell appearance based on rules you define
- Explain the difference between data validation (controlling input) and conditional formatting (controlling display)
- Identify common use cases for each feature in financial reporting and data entry
- Apply colour scales, icon sets, or custom rules to flag cells that meet specific conditions
Who This Course Is For
- Accountants who build templates that other people will fill in, and need to prevent incorrect data entry
- Finance professionals who want to visually flag figures (e.g. overdue amounts, threshold breaches) automatically
- Excel users who want to make spreadsheets more reliable and easier to interpret at a glance
Prerequisites
- Basic Excel skills including entering data and simple formatting
- No prior experience with data validation or conditional formatting is required
Frequently Asked Questions
Course Details
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