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Formulas to apply conditional formatting and summing based on checkmark

  1. #1
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    Formulas to apply conditional formatting and summing based on checkmark

    I followed the advice given by Dave Peterson (in /excel-general/483927-can-you-sort-with-check-boxes) to use checkmarks rather than control boxes to allow sorting. Now I want to:

    1. Apply conditional formatting to highlight rows that don't have a checkmark
    2. Sum a column of numbers based on whether there is a checkmark in a different column

    To summarize, I want to sort by a date column when dates change, but I want to highlight all rows that don't have a checkmark and when a checkmark is entered for a row (i.e. when it is completed) remove the highlighting.

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    Re: Formulas to apply conditional formatting and summing based on checkmark

    It may help one of the contributors to provide a solution if you could utilize the instructions in the banner at the top of the page to upload a sample that illustrates the processes you wish to accomplish.
    Please be sure to manually highlight rows and sum columns in the sample so that we will know what our formulas/code should accomplish.
    Let us know if you have any questions.
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

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    Re: Formulas to apply conditional formatting and summing based on checkmark

    I am attaching a sample spreadsheet. I use it to track when bill are due and paid each month. Since the due dates vary from month to month I want to be able to sort by date, shich is what makes using the control checkboxes difficult. However, I do like to remove the highlighting when paid.
    Attached Files Attached Files

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    Re: Formulas to apply conditional formatting and summing based on checkmark

    I suggest the following:
    1. Set formatting to general
    2. Set font to Wingdings 2
    3. Use shift + p for check mark
    The conditional formatting formula is: =$G5<>"P"
    The formula to sum unchecked amounts is: =SUMIFS(I5:I23,G5:G23,"<>P")
    Let us know if you have any questions.
    Attached Files Attached Files

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    Re: Formulas to apply conditional formatting and summing based on checkmark

    Thank you. The formulas worked great, once I copy and pasted them into the file. For some reason, the conditional formatting formula wouldn't work when I manually entered it. Thank you so much for your help.

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    Re: Formulas to apply conditional formatting and summing based on checkmark

    You're Welcome and thank you for the feedback. Please take a moment to mark the thread as 'Solved' using the thread tools menu above your first post. I hope that you have a blessed day.

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