Welcome to MSDN Blogs Sign in | Join | Help

Microsoft Excel

The team blog for Microsoft Excel and Excel Services.
We now return to conditional formatting - what’s a colour scale?

The second new visualization that we have added to Excel 12 is something we are calling “colour scales” (again, that may change later when we finish official feature naming).  It shares a lot with data bars as described in a previous post – it is a comparison between a selected range of cells, it uses visual effects to communicate the results to users, and it is just as configurable as a data bar with respect to setting colour and thresholds.  So how is a colour scale different from a data bar?  A colour scale uses cell shading, not bars drawn in the cells, to communicate relative values.  This is extremely useful when you want to communicate something else about your data beyond the relative size of the value of a cell – for example, if high numbers are good and low numbers are bad, or if you want to understand variation in your data, colour scales are a great choice.

Let’s look at an example.  Say you have some data about investment returns (note that all this data is completely pretend stuff I just typed in myself for illustrative purposes):


(Click to enlarge)

 

If you select that range and apply a colour scale, the range now looks like this:


(Click to enlarge)

It is now easy to see good returns, weaker returns, trends, outliers, etc., where red is bad, green is good, and yellow is in the middle.  This works in a similar fashion to data bars - Excel is comparing the values in each of the selected cells and assigning a background colour based on a cell’s value relative to all other selected cells.  The colours provide clear information to users.  By default, when you apply colour scales with one click, Excel uses the lowest, highest, and midpoint values in the range to determine the colour gradients.  As with data bars, you can specify the values that determine what colours to use – you can tell Excel to use the lowest/highest/middle value, or, for each of the colours, you can specify a number, percent, percentile, or formula.  Here is a shot of the (not final) UI to change settings on colour scales:


(Click to see list)

Colour scales are a good example of why it is great to have Excel 12 support 32-bit colour – you can see that we have an almost infinite ability to vary the background colour of a cell between red, yellow, and green (or whatever colours you choose).  Excel 12 will offer colour scales that support 2 and 3 different colours.  Since we have already seen a 3-colour colour scale, let’s finish the post with a picture of a 2-colour colour scale.  In this example, in one case we are moving from green to yellow, and in the second case I have set the lower colour to be white, so it appears to the user that the intensity of the blue colour increases as the value of a cell increases.


(Click to enlarge)

Hope this is interesting information.  Next time, icon sets.

Posted: Thursday, October 06, 2005 11:45 AM by David Gainer

Comments

Graham said:

This is getting to be addictive, David.

Thanks - and keep it coming!
# October 6, 2005 3:46 PM

Simon Murphy said:

David
This new formatting stuff is very impressive, I can see lots of uses for it.
Will Cell.precedents (or something similar) include depedencies that drive conditional formats? currently you have to parse the conditions manually to work out whats driving the formatting. And while I'm on the subject will cell.precedents include off sheet precedents?
Actually have you revamped the auditing and error reporting tools?
Cheers
Simon
# October 6, 2005 5:07 PM

Ian Huitson said:

David,
This is great but your just being a big tease.
Drop a link to a beta and let us all have a play!
Hui...
# October 6, 2005 6:59 PM

Graham Long said:

David, it's obvious that this new functionality must be coming with a substantial revision of the excel object model. But I'm sure we're all eager to know whether there's going to be any evolution to the VBA language itself, or any major changes to the VBE? Is this a topic you plan to post on before too long?

Thanks, Graham
# October 6, 2005 7:11 PM

Biff said:

One of my biggest pet peeves about applying conditional formatting is the teenie, tiny input box where you place a formula. It is a real pain if you have a rather long formula and need to edit it for some reason. Not being able to see the entire formula makes it more difficult to edit.

I've pretty much resigned to writing the formula in a worksheet cell then copy/pasting into the input box. This is really an unecessary step.

Please tell me (us) that these formula input boxes have been enlarged so that we can see the entire formula!!

The same applies to all the formula input boxes on all of the UI forms. (data validation, defined names, etc)

Thanks for taking the time to read and respond to all the questions. It's not everyday that the average user has the ear of someone from Microsoft!

Biff
# October 7, 2005 12:06 AM

Vlado Sveda said:

Wiil it be able to run Excel 12 (Office 12) on older versions of Windows, which versions ?
# October 7, 2005 2:39 AM

Andy Cotgreave said:

These formats looks great. I think having a full spectrum graded format is confusing: once you introduce three colours, how do you know which is "larger". Does GREEN indicate better, or is it RED. Hmmm, there's even some YELLOW.

However, two colours is excellent, and with the customisation, one can forget about the three colour option.

Really enjoying these blogs, it's all pretty exciting.

Cheers
# October 7, 2005 3:39 AM

Nigel Harper said:

David,

Another excellent feature. Up until now we have had to code a similar approach to doing this. If you are looking for a new name, we call the resulting coloured-in range a 'heat map'.

Nigel
# October 7, 2005 4:01 AM

Nigel Harper said:

David,

I am looking forward to hearing more about the dreaded Tools/Options dialog and specifically what changes have been made to things with regards to the various Application, Window, Workbook & Worksheet wide settings and how they interact with each other. i.e. Are the days of opening a workbook last saved with Calculations set to Automatic and having it affect the entire application and all other open workbooks going to be history? (Among the many other frustrating interactions.)

Thanks again, and keep it coming,
Nigel
# October 7, 2005 4:10 AM

Helen said:

Excellent stuff, I've been doing the exact same thing manually for years, laboriously tweaking the cutoff levels for the 3 different conditions to get a good distribution between the 3 different colours of blue we use at work.

We call them heat maps, too.

Three colours is definitely good - for example if you use blue for negative temperatures and red for positive, you'd want 0 to be white and not purple.

Another wish regarding conditional formatting: give us feedback on conditional formatting formulas. When you edit a formula (for a dynamic named range) in the "Insert name" dialog, Excel marks the range defined by your formula, so you can see whether it's right. The conditional formatting should show what the formula evaluates to for the currently selected cell.
# October 7, 2005 10:19 AM

Andrew said:

This is a great visual aid, kudos to the guys who thought this up ;-)
# October 7, 2005 10:37 AM

Jon Peltier said:

Can we use a formula to control the gradient, as we can with the current conditional formatting (which now seems so inadequate)?
# October 7, 2005 10:54 AM

Stephen Bullen said:

Like a fairly large percentage of the world's male population, I'm mildly red/green colour-blind. In your second image, the cells that stand out depend on how lazy my eyes are, whether I look straight-on or obliquely, or how much I concentrate on it. To me, there doesn't seem to be much to distinguish the cells - it's just a big reddy-greeny mess. *Please* don't use this green/yellow/red as a default!
# October 7, 2005 11:30 AM

Tianwei said:

Stephen, I am sorry about your color perception. Yet I'd say it's a vast majority of the business community that use the green/yellow/red as a default notion.
# October 7, 2005 3:32 PM

Harlan Grove said:

What, no variable rates for blinking text?

Seriously, visualization is nice. Will Excel provide box and whisker plots, 3D scatter plots (XYZ plots), contour plots, pairwise scatter plots? Will text values in chart series still be treated *always* as zeros?
# October 8, 2005 4:02 AM

David Gainer said:

Greetings folks. Everyone, thanks for the questions and comments. Appreciate your feedback and thoughts.

Graham, Simon, thanks. Simon, unfortunately, no changes have been made to our cell precedents features this time out.

Ian, being a product team guy that doesn’t run the beta program, the best I can do for now is give you all the information I can via this blog!

Graham, there has been an overhaul of the conditional formatting object model (to go with the new features), and I will try and sneak in a post about that this week if I can find the time. In general, where I talk about features, you can assume we have done the matching object model work. To answer your other question, no there has not been major change to VBE in this release. Our cross-Office programmability team has done some work for all the applications – for example, a nice programmable task pane – and I will make sure I have a topic on the work they have done at some point in the future.

Biff, I understand exactly what you mean, but no, we did not do any work in this area this release.

Vlado, let me double check before answering your question. I want to make sure I give you accurate information.

Andy, we tried to give users a lot of options in designing these new features, so you should be able to set things up exactly as you like.

Helen, thanks for the feedback. While we haven’t done exactly what you are suggesting, we have made it a bit easier to see the conditionally formatted range from the rules editing UI (more this week), and we have done some work around dynamic named ranges too to make them easier to use in formulas (more on that when I talk about Tables in a few weeks). Stay tuned!

Jon, yes, you can use a formula to control any of the new conditional formats.

Stephen, when I talk about the new UI this week, you will see we give you a couple of choices of colours by default, so feel free to give me more feedback later this week.

Harlan, we haven’t added new chart types this release, although we have done a huge amount of work in the area of charting. Specifically, charts now look superb & are much easier to create and edit, we have one unified charting engine across Excel, PPT, and Word, and PivotCharts are much more fully featured. Much more about charting to come …
# October 10, 2005 12:26 AM

Harlan Grove said:

David Gainer...
...
|Harlan, . . . we have one unified charting
|engine across Excel, PPT, and Word, and
|PivotCharts are much more fully featured.
...

One charting engine is good.

Will there also be one find & replace engine, so Excel, PowerPoint, Outlook and (dare I hope) Access would all be able to use the extended wildcards (will you finally call them regular expressions) Word has provided since, what, Office 97?
# October 10, 2005 1:54 PM

the valrus said:

Damn, I wrote a cursory VB script to do this when I was an intern at GEICO in high school! I was sitting on a GOLD MINE!
# October 11, 2005 10:36 PM

David Gainer said:

Harlan - Our work on find and replace this version was around making sure it works well for the bigger grid.
# October 13, 2005 1:56 AM

Christopher C. said:

I'm sorry, but should I just cream my pants now or wait until later in private? You are my hero. Gradient color coding, PDF conversion, sexiness all around, my job is going to get significantly easier. I give you 15 hearts of pure joy. <3 <3 <3 <3 <3 <3 <3 <3 <3 <3 <3 <3 <3 <3 <3 Not many people appreciate all of this hard work that you do. I for one think it is fantastic! Keep it up.

<3,
One happy and loyal customer.
# October 13, 2005 11:17 PM

Mats Hindhede said:


OK, great work on the formula bar. At last. Now I can see my cells. What a relief.

Now you only have three left of the four improvements that have been obvious since the early nineties to any Excel user with a 3-digit IQ.

2. Get 4 million rows and 1024 columns, so you beat this baby: http://www.jps-development.com

3. Make the data forms on the Data menu resizable. The fix size data forms look exactly the same in Excel 2003 as they did in Excel 4.0 back in 1992.

4. Enable multi-row worksheet tabs, so you can raise the 31-character worksheet name limit to 64 (at least) and let users view more tabs at once instead of using those pathetic VCR buttons.

Mats Hindhede
# October 29, 2005 8:39 AM
New Comments to this post are disabled
Page view tracker