Conditional Formatting in SharePoint

I’m sure many of you are familiar with conditional formatting in Excel and how it can visually bring data and information to life, quickly drawing your attention to key areas. I’m not sure how long this has been around but you can now apply conditional formatting to data in SharePoint too (column formatting as it’s formally called)!

Here’s an example of one of the many ways you can make use of the feature. At risual, we use SharePoint to centrally store and manage all of our policy and process documents, all of which need to be periodically reviewed. In the document libraries we track the ‘Review Due Dates’ which returns a date 365 days after the document was last reviewed, which we are now able to apply conditional formatting to. This visually displays any documents overdue, due or not yet needing a review using a colour scale of red, amber, green making them really easy to keep track of.

In order to apply column formatting, open the drop-down menu under a column. Under Column Settings, choose Format this column. The function will then give you a template option to select, which you can customize by selecting ‘Edit Styles’. The feature recognises what type of data is in the column e.g. dates, numbers, or name and suggests formatting based on the type.

For more detail, please read the below article from Microsoft about using Conditional Formatting in SharePoint.

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