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courtneyhLB's avatar
courtneyhLB
Copper Contributor
Jul 29, 2026

Is it possible to do this?

Hey all!

I currently use Smartsheet to track my trainees' progress and I love the way I can use Conditional Formatting in that program. Unfortunately, my company is going away from using Smartsheet, so I need to move all the information I have to an Excel document. I'm struggling with getting the Conditional Formatting to work the same way I have it in Smartsheet and I'm curious if it's even possible.

Here is an image of the Template I will be using for each employee. My plan is to have a tab for each employee, just duplicating the template and renaming it to their name and adding their information. 

Here are the two things I'm struggling with getting set-up with Conditional Formatting:

1. In the Lvl column, I have a drop down that is linked to the Data tab where the icons on the left are images. I want to be able to select the "Assigned" option and have the A icon show up (this is currently set up) and then have the fill of the box turn to red. I'm struggling to get that to work properly. Currently, when I select the "Assigned" option in the drop-down menu, it just shows the "A" icon.

2. I also want to be able to have the "Date Completed" column change to a specific color if one of the checkbox columns (G, H, I, J, K) are checked (i.e. if G is checked, it turns a light brown, if H is checked, it's gray, if I is checked, then it's red, etc.).

This is what it looks like in Smartsheet and how I'm hoping to get it to look in Excel:

Thank you!

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