Excel Fromatting Tips: Keys to Perfectly Set-up Your Worksheets

July 26, 2012 Excel  2 comments

We may all know the basics in Excel, but here are a few examples that may not be second nature, and they should be. If you make sure you follow these tips with every worksheet, your more complex calculations, sorting, filtering, and even pivot tables will run smoothly. If you have any questions, as always, feel free to email us at questions@pbttinfo.com.

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1. The arrows down in the bottom left corner of Excel allow you to move through worksheets within a workbook. If you right-click on any of these arrows, it will give you a list to choose which sheet you’d like to view.

2. If you want to manipulate your data easily and correctly, don’t make the mistake shown below. Here, I have added a tiny column to make my worksheet look “pretty” on a printed page, but if I press the CTRL + A command to select all contiguous data, now the selection will not pick up the other half of my data because there are blank cells that interfere.

3. On the other hand, a good rule is to always have a “Header” row; that’s the information in row 1 that entitles the columns into which you’ll be inserting data (whether text, numerical, etc.). Pivot tables, sorting, and many more options you have in Excel will be made much easier if you have a header row.

4. Try to make the data consistent in every column. For example, column D below contains only numbers, column C contains only prices, and column A has only text:

5. These little formatting tricks will help with all sorts of calculations and additional formatting later, so don’t forget these basics!

If you have any question or suggestion, feel free to comment or email us at questions@pbttinfo.com

See you soon for the next trick!

Vince – Desktop Training Academy

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