Formatting Numbers

You can change the appearance of the data in the cells of a worksheet without changing the actual value in the cell. You can apply numeric formats to numbers to better reflect the type of information they represent—dollars, dates, decimals, and so on. For example, you can format a number to display up to 15 decimal places or none at all. If you don’t see the number format you need, you can create a custom one.

Format Numbers Quickly

image Select a cell or range that contains the number(s) you want to format.

image

image Click the Formatting Palette tab on the Toolbox.

image Click the Number panel to expand it.

image Click the Number Format list arrow, and then click any of the following formats:

  • General. No specific format.

  • Number. 0.75

  • Currency. $0.75

  • Accounting. $ 0.75

  • Date. 3/17/2008, Wednesday, March 17, 2008

  • Time. 6:00:00 PM

  • Percentage. 75.00%

  • Fraction. 3/4

  • Scientific. 7.50E-01

  • Text. Numbers treated as text.

  • Special. Zip code, phone number, or social security number.

  • Custom. Use a number format code.

image To fine-tune the format, click any of the following format buttons:

  • Increase Decimal.

  • Decrease Decimal.

image

You can apply multiple attributes to the range.

Format Numbers Quickly

image Select a cell or range that contains the number(s) you want to format.

image Click one of the buttons on the Formatting toolbar to apply that attribute to the selected range.

  • Currency Style.

  • Percent Style.

  • Comma Style.

  • Increase Decimal.

  • Decrease Decimal.

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You can apply multiple attributes to the range.

Format a Number Using the Format Cells Dialog Box

image Select a cell or range that contains the number(s) you want to format.

image Click the Format menu, and then click Cell.

image Click the Number tab.

image Click to select a category.

image Select the options you want to apply.

To create a custom format, click Custom, type the number format code, and then use one of the existing codes as a starting point.

image Preview your selections in the Sample box.

image Click OK.

image

Designing Conditional Formatting

You can make your worksheets more powerful by setting up conditional formatting. Conditional formatting lets the value of a cell determine its formatting. For example, you might want this year’s sales total to be displayed in red and italics if it’s less than last year’s total, but in green and bold if it’s more. The formatting is applied to the cell values only if the values meet the a condition that you specify. Otherwise, no conditional formatting is applied to the cell values.

Establish a Conditional Format

image Select a cell or range you want to conditionally format.

image Click the Format menu, and then click Conditional Formatting.

image Select the operator and values you want for condition 1.

image Click Format, select the attributes you want applied, and then click OK.

image Click Add to include additional conditions, and then repeat steps 3 and 4.

image Click OK.

image

Delete a Conditional Format

image Click the Format menu, and then click Conditional Formatting.

image Click Delete.

image Select the check box for the condition(s) you want to delete.

image Click OK.

image

Controlling Text Flow

The length of a label might not always fit within the width you’ve chosen for a column. If the cell to the right is empty, text spills over into it, but if that cell contains data, the text will be truncated (that is, cut off). A cell can be formatted so its text automatically wraps to multiple lines; that way, you don’t have to widen the column to achieve an attractive effect. For example, you might want the label Interior Vanity Strips to fit in a column that is only as wide as Interior. Cell contents can also be modified to fit within the available space or can be combined with the contents of other cells.

Control the Flow of Text in a Cell

image Select a cell or range whose text flow you want to change.

image Click the Format menu, and then click Cells.

image Click the Alignment tab.

image Click to select one or more Text Control check boxes.

  • Wrap Text moves the text to multiple lines within a cell.

  • Shrink To Fit reduces character size to fit within a cell.

  • Merge Cells combines selected cells into a single cell.

image Click OK.

image

Did You Know?

You can paint a format. When you paint a format using the Format Painter button on the Standard toolbar, the fill colors and patterns get copied too.

Changing Data Alignment

When you enter data in a cell, Excel aligns labels on the left edge of the cell and aligns values and formulas on the right edge of the cell. Horizontal alignment is the way in which Excel aligns the contents of a cell relative to the left or right edge of the cell; vertical alignment is the way in which Excel aligns cell contents relative to the top and bottom of the cell. Excel also provides an option for changing the flow and angle of characters within a cell. The orientation of the contents of a cell is expressed in degrees. The default orientation is 0 degrees, in which characters are aligned horizontally within a cell.

Change Alignment Using the Format Dialog Box

image Select a cell or range containing the data to be realigned.

image Click the Format menu, and then click Cells.

image Click the Alignment tab.

image Click the Horizontal drop-down or the Vertical drop-down, and then select an alignment.

image Select an orientation. Click a point on the map, or click the Degrees up or down arrow.

image If you want, select one or more of the Text Control check boxes.

image Click OK.

image

Did You Know?

You can use the Format Cells dialog box to select other alignment options. Many more alignment options are available from the Format Cells dialog box, but for centering across columns and simple left, right, and center alignment, it’s easier to use the Formatting toolbar buttons.

Change Alignment

image Select a cell or range containing the data to be realigned.

image

image Click the Formatting Palette tab on the Toolbox.

image Click the Alignment and Spacing panel to expand it.

image Use any of the following alignment buttons:

  • To align cell contents horizontally, click the Align Left, Center, Align Right, or Justify button.

  • To align cell contents vertically, click the Top, Center, Bottom, or Justify button.

  • These buttons are also available on the Formatting toolbar.

image

Changing Data Color

You can change the color of the numbers and text on a worksheet. Strategic use of font color can be an effective way of tying similar values together. For instance, on a sales worksheet you might want to display sales in green and returns in red. Or, you may want to highlight column or row headers with colored labels. Either way, using color to highlight numbers and texts makes deciphering your worksheet data easier.

Change Font Color

image Select a cell or range that contains the text you want to change.

image

image Click the Formatting Palette tab on the Toolbox.

image Click the Font panel to expand it.

image Click the Font Color button arrow, and then click a color.

  • The Font Color button is also available on the Formatting toolbar.

image

Did You Know?

The Font Color button on the Font panel and Formatting toolbar displays the last font color you used. To apply this color to another selection, simply click the button, not the list arrow.

Adding Color and Patterns to Cells

You can fill the background of a cell with a color and a pattern to make its data stand out. Fill colors and patterns can also lend consistency to related information on a worksheet. On a sales worksheet, for example, formatting all fourth-quarter sales figures with a blue background and all second-quarter sales with a yellow background would make each group of figures easy to identify. You can use fill colors and patterns in conjunction with text attributes, fonts, and font colors to further enhance the appearance of your worksheet.

Apply Color and Patterns

image Select a cell or range to which you want to apply colors and patterns.

image

image Click the Formatting Palette tab on the Toolbox.

image Click the Borders and Shading panel to expand it.

image To add a color to a cell, click the Fill Color button arrow, and then select a color.

  • The Fill Color button is also available on the Formatting toolbar.

image To add a pattern to the cell, click the Pattern box, and then select a pattern and color in the palette.

image

Did You Know?

You can use the Format Cells dialog box to apply color and patterns. Click the Format menu, click Cells, click the Patterns tab, select the color and pattern you want, and then click OK.

Adding Borders to Cells

The light gray grid that appears on the worksheet helps your eyes move from cell to cell. Although you can print these gridlines, sometimes a different grid pattern better emphasizes your data. For example, you might put a decorative line border around the title or a double-line bottom border below cells with totals. You can add borders of varying colors and widths to any or all sides of a single cell or range. If you prefer, you can draw a border outline or grid directly on a worksheet.

Apply or Remove a Border

image Select a cell or range to which you want to apply a border.

image

image Click the Formatting Palette tab on the Toolbox.

image Click the Borders and Shading panel to expand it.

image Click the Border Type button, and then select a border.

image Click the Border Color button, and then select a color.

image Click the Border Style button, and then select a border style.

  • To remove cell borders, click No Border.

  • These buttons are also available on the Formatting toolbar.

image

Did You Know?

You can draw a border. In the Borders and Shading panel on the Formatting Palette tab, click the Draw by hand button, use buttons on the Border Drawing toolbar, such as Draw Border, Draw Border Grid, Erase Border Line Color, and Line Style. Press Esc to exit.

Formatting Data with AutoFormat

Formatting worksheet data can be a lot of fun but also very intensive. To make formatting data more efficient, Excel includes 18 AutoFormats. An AutoFormat includes a combination of fill colors and patterns, numeric formats, font attributes, borders, and font colors that are professionally designed to enhance your worksheets. If you don’t select any cells before choosing the AutoFormat command, Excel will “guess” which data it should format. You can control individual elements in an AutoFormat so that not all are applied to the current worksheet. These changes are temporary; you can’t permanently alter an AutoFormat.

Apply an AutoFormat

image Select a cell or range to which you want to apply an AutoFormat, or skip this step if you want Excel to “guess” which cells to format.

image Click the Format menu, and then click AutoFormat.

image

image Click an AutoFormat in the list.

image Click Options.

image Select one or more Formats To Apply check boxes to turn a feature on or off.

image Click OK.

image

Did You Know?

You can let Excel choose the range to format. If you don’t select the cells you want to apply the AutoFormat to, Excel will guess which cells you want formatted.

You can copy cell formats with Format Painter. Select the cell or range whose formatting you want to copy, double-click the Format Painter button on the Standard toolbar, select the cells you want to format, and then click the Format Painter button.

Creating and Applying Styles

A style is a defined collection of formats—font, font size, attributes, numeric formats, and so on—that you can store as a set and later apply to other cells. For example if you always want subtotals to display in blue 14-point Times New Roman, bold, italic, with two decimal places and commas, you can create a style that includes all these formats. If you plan to enter repetitive information, such as a list of dollar amounts in a row or column, it’s often easier to apply the desired style to the range before you enter the data. That way you can simple enter each number, and Excel formats it as soon as you press Return. You can also copy styles from one workbook to another. Once you create a style, it is available to you in every workbook. Any style—whether it was supplied by Excel or created by you or someone else—can be modified.

Create a New Style

image Select a cell or range that you want to create a style.

image Click the Format menu, and then click Style.

image Type the name of the new style.

image Clear the check boxes with the options you do not want.

image Click Modify.

image Click any of the formatting tabs, and then make additional formatting changes to the style.

image Click OK.

image

image Click OK.

image

Did You Know?

You can modify a style. Click the Format menu, click Style, click the style you want to modify, click Modify, make the changes you want, and then click OK, and then click OK again.

You can delete a style. Click the Format menu, click Style, select the style you want to delete, click Delete, and then click OK.

Apply a Style

image Select a cell or range to which you want to apply a style.

image Click the Format menu, and then click Style.

image Click the Style Name drop-down, and then select the style you want to apply.

image Click OK.

image

Merge Styles

image Open the worksheet that contains the styles you want to merge.

image Click the Format menu, and then click Style.

image Click Merge.

image Click the workbook that contains the styles you want to merge with the current workbook.

image Click OK.

image Click OK.

image

Formatting a Background

Depending on your screen size, the sheet tabs at the bottom of your workbook can be hard to view. You can add color to the sheet tabs to make them more distinguishable. If you want to add artistic style to your workbook or you are creating a Web page from your workbook, you can add a background picture. When you add a background to a worksheet, the background does not print, and it’s not included when you save an individual worksheet as a Web page. You need to publish the entire workbook as a Web page to include the background.

Add or Remove a Background

image Click the sheet tab you want to add a background to.

image Click the Format menu, point to Sheet, and then click Background.

image Select the folder with the graphic file you want to use.

image Select the graphic you want.

image Click Insert.

image

image To remove the background, click the Format menu, point to Sheet, and then click Delete Background.

image

Inserting Page Breaks

If you want to print a worksheet that is larger than one page, Excel divides it into pages by inserting automatic page breaks. These page breaks are based on paper size, margin settings, and scaling options you set. You can change which rows or columns are printed on the page by inserting horizontal or vertical page breaks. In page break preview, you can view the page breaks and move them by dragging them to a different location on the worksheet.

Insert a Page Break

image To insert a horizontal page break, click the row where you want to insert a page break.

To insert a vertical page break, click the column where you want to insert a page break.

image Click the Insert menu, and then click Page Break.

image
image

Did You Know?

You can remove a page break. Select the column or row next to the page break, click the Insert menu, and then click Remove Page Break. To remove all manual page breaks, click the diamond at the top left corner of the sheet, click the Insert menu, and then click Reset All Page Breaks.

You can move a page break. Click the View menu, click Normal, point to the page break, and then drag the page break line to a new location. When you move an automatic page break, it changes to a manual page break, which are not adjusted automatically by Excel.

Setting Up the Page

You can set up the worksheet page to print just the way you want. With the Page Setup dialog box, you can choose the page orientation, which determines whether Excel prints the worksheet data portrait (vertically) or landscape (horizontally). You can also adjust the print scaling (to reduce or enlarge the size of printed characters), change the paper size (to match the size of paper in your printer), and resize or realign the left, right, top, and bottom margins (the blank areas along each edge of the paper). You can use the mouse pointer to adjust margins visually for the entire document in Page Layout view, or you can use the Page Setup dialog box to set precise measurements for an entire document or a specific section. Changes made in the Page Setup dialog box are not reflected in the worksheet window. You can see them only when you preview or print the worksheet.

Change Page Orientation

image Click the File menu, and then click Page Setup.

image Click the Page tab.

image Click the Portrait option (the default) or click the Landscape option to select page orientation.

image Click OK.

image

Change the Margin Settings

image Click the File menu, and then click Page Setup.

image Click the Margins tab.

image Click the Top, Bottom, Left, and Right up or down arrows to adjust the margins.

image Select the Horizontally and/or Vertically check boxes to automatically center your data.

image Click OK.

image

Change the Margin Using the Mouse in Page Layout View

image Click the Page Layout View button.

image Click the View menu, and then click Ruler to display it.

image Position the cursor over the left, right, top, or bottom edge of the ruler until the cursor changes to a double arrow.

A ScreenTip appears indicating the margin name and current position.

image Drag to change the margin.

image

image To exit Page Layout view, click the Normal button.

Adding Headers and Footers

Adding a header or footer to a workbook is a convenient way to make your printout easier for readers to follow. Using the Page Setup command, you can add information such as page numbers, the worksheet title, or the current date at the top and bottom of each page or section of a worksheet or workbook. Using the Custom Header and Custom Footer buttons, you can include information such as your computer system’s date and time, the name of the workbook and sheet, a graphic, or other custom information.

Change a Header or Footer

image Click the File menu, and then click Page Setup.

image Click the Header/Footer tab.

image If the Header box doesn’t contain the information you want, click Custom Header.

image Type the information in the Left, Center, or Right Section text boxes, or click a button to insert built-in header information. If you don’t want a header to appear at all, delete the text and codes in the text boxes.

image Select the text you want to format, click the Font button, make font changes, and then click OK. Excel will use the default font, Arial, unless you change it.

image Click OK.

image

image If the Footer box doesn’t contain the information that you want, click Custom Footer.

image Type information in the Left, Center, or Right Section text boxes, or click a button to insert the built-in footer information.

image Click OK.

image Click OK.

image

Setting the Print Area

When you’re ready to print your worksheet, you can choose several printing options. The print area is the section of your worksheet that Excel prints. You can set the print area when you customize worksheet printing or any time when you are working on a worksheet. For example, you might want to print a different range in a worksheet for different people. In order to use headers and footers, you must first establish, or set, the print area. You can design a specific single cells or a contiguous or non-contiguous range.

Set or Clear the Print Area

image Select the range of cells you want to print.

image Click the File menu, and then point to Print Area.

image Click Set Print Area or Clear Print Area.

image

Did You Know?

You can avoid repeating rows and columns. For best results when printing a multipage worksheet, you’ll want to coordinate the print area with specified print titles so that columns or rows are not repeated on a single page.

You can add to a print area. Click the cell where you want to extend the print area, click the File menu, point to Print Area, and then click Add to Print Area.

Customizing Worksheet Printing

At some point you’ll want to print your worksheet so you can distribute it to others or use it for other purposes. You can print all or part of any worksheet, and you can control the appearance of many features, such as whether gridlines are displayed, whether column letters and row numbers are displayed, or whether to include print titles, columns and rows that are repeated on each page. If you have already set a print area, it will appear in the Print Area box on the Sheet tab of the Page Setup dialog box. You don’t need to re-select it.

Print Part of a Worksheet

image Click the File menu, and then click Page Setup.

image Click the Sheet tab.

image Type the range you want to print. Or click the Collapse Dialog button, select the cells you want to print, and then click the Expand Dialog button to restore the dialog box.

image Click OK.

image

Print Row and Column Titles on Each Page

image Click the File menu, and then click Page Setup.

image Click the Sheet tab.

image Enter the number of the row or the letter of the column that contains the titles. Or click the Collapse Dialog button, select the row or column with the mouse, and then click the Expand Dialog button to restore the dialog box.

image Click OK.

image

Print Gridlines, Column Letters, and Row Numbers

image Click the File menu, and then click Page Setup.

image Click the Sheet tab.

image Select the Gridlines check box.

image Select the Row and column headings check box.

image Click OK.

image

Fit Your Worksheet on a Specific Number of Pages

image Click the File menu, and then click Page Setup.

image Click the Page tab.

image Select a scaling option.

  • Click the Adjust to option to scale the worksheet using a percentage.

  • Click the Fit to option to force a worksheet to be printed on a specific number of pages.

image Click OK.

image

Did You Know?

You can print comments. Display the comments you want to print. Click the File menu, click Page Setup, click the Sheet tab, click the Comments drop-down, click As displayed on sheet or At end of sheet, and then click OK.

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