Beginner level · Module 5: Dashboard Fundamentals in Excel · Lesson 2 of 3
Conditional Formatting, Sparklines and Key Figures
Highlight what matters with conditional formatting, show trends with sparklines and present key figures clearly.
In this lesson you will
- Apply rule-based and formula-based conditional formatting
- Add sparklines and key figure cards
Key concepts
conditional formatting rulesformula-based rulessparklineskey figure cards
The lesson
Conditional formatting colours cells by rules: stock below the reorder level in red, sales above target in green. Formula-based rules allow conditions such as =[@Stock]<[@ReorderLevel].
Sparklines are tiny charts in a cell showing a trend, ideal next to each product in a table.
Key figure cards show one important number with a label and comparison, such as 'Sales this month 2.45M SSP, +7% on last month'. Calculate them with formulas linked to the data.
Step by step
- Highlight low stock with a formula-based rule.
- Add sparklines for monthly product sales.
- Build three key figure cards.
- Check colours work for colour-blind readers.
Practice activity
Add highlighting, sparklines and key figures to the dashboard.
Expected result: Formatting and figures that update correctly with the data.
Check your understanding
-
What is a sparkline?
Show answer
A small chart in a single cell that shows a trend.
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Why calculate key figures with formulas rather than typing them?
Show answer
So they update automatically when data changes.
Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.