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Formatting in excel
Formatting
 Our text covers the
  use of cell styles,              HealthWise Fitness Center
  table formatting      Plans      Yearly Dues Quarterly Late Fee Monthly    Late Fee2

  and worksheet         Economy        600.00    150.00     7.50    50.00        3.50

  themes.               Standard
                        Standard
                                       660.00    165.00     8.25    55.00        3.85

                        Plus           726.00    181.50     9.08    60.50        4.24
 These features        Deluxe         885.00    221.25     11.06   73.75        5.16
  dress up your         Premium       1,005.00   251.25     12.56   83.75        5.86

  worksheets with       Ultimate      1,259.00   314.75     15.74   104.92       7.34

  colors and fonts,
  which are very
  attractive…
…but making the
 NUMBERS easy to
 read and understand
 is much more
 important and
 fundamental.
Importance of Decimal Points
• Look at these numbers.         14273
  At a glance, which one is     179863
  the largest?                    5413
                              456.5751
• Maybe you picked the 4th      487349
  one?
• Look again and notice
  the decimal point. The
  4th number is the
  smallest.
Decimals
 We see numbers growing
  to the left as they get         14273.000000

  larger.                        179863.000000

 In order to give a correct        413.000000
  impression, always use            456.575481
  the same number of
                               46687349.000000
  decimal places if
  possible…
Commas and Dollar Signs
 …but these numbers are
  still hard to understand.    $       14,273.00
                                   14273.000000
                                       14,273.00

 This is better, isn’t it?          179,863.00
                               $ 179863.000000
  Commas and fewer             $      413.000000
                                           413.00
                                           413.00
  decimal places really        $      456.575481
                                           456.58
                                           456.58
  help.                          46687349.000000
                               $ 46,687,349.00
                                    46,687,349.00
 Or this?
 Dollar signs have the
  same format as commas,
  but they add $, of course.
First Choice - Comma
As a very general
                                    HealthWise Fitness Center
rule, comma
                    Plans      Yearly Dues Quarterly Late Fee Monthly Late Fee
formatting is the   Economy        600.00    150.00     7.50     50.00   3.50

first choice for    Standard
                    Standard
                                   660.00    165.00     8.25     55.00   3.85

spreadsheets. It    Plus           726.00    181.50     9.08     60.50   4.24
                    Deluxe         885.00    221.25    11.06     73.75   5.16
is clean and easy   Premium       1,005.00   251.25    12.56     83.75   5.86
to read and         Ultimate      1,259.00   314.75    15.74    104.92   7.34

understand.
Alignment of numbers
 Another general rule has to
  do with alignment of
                                  11,333,798
                                      11,333,798
  numbers:                            45       45
 DON’T CENTER THEM!!               96,457 96,457
                                6,735,457,000
                                   6,735,457,000
 We judge the size of
                                    46,657 46,657
  numbers by how far they            222      222
  go to the left. That
  depends on everyone
  starting at the same place.
Decimal Places, or not???
 You can think of Excel users as falling into two
  categories – bean counters …
 and big picture people.
Decimal Places 2
                                      RSR Computer Services
                    Bean counters have to
                           Service Division Report


                     balance books and
                     Date
                               Work Order Hours
                                Number     Billed
                                                    Rate
                                                    Code
                                                           Extended
                                                             Labor     Parts
                                                                                  Total
                                                                                 Invoice
                    9/4/2009         65012     1.25  1         31.25    10.15       41.40
                     account for every penny.
                    9/6/2009
                   9/10/2009
                                     65013
                                     65014
                                               2.75
                                               2.00
                                                     3
                                                     1
                                                             103.13
                                                               50.00
                                                                       141.75
                                                                             -
                                                                                  244.88
                                                                                    50.00
                   9/12/2009         65015     1.50  1         37.50         -      37.50
                    Naturally, they want to
                   9/13/2009
                   9/16/2009
                                     65016
                                     65017
                                               2.75
                                               2.25
                                                     3
                                                     2
                                                             103.13
                                                               67.50
                                                                        55.46
                                                                        27.12
                                                                                  158.59
                                                                                    94.62

                     see decimal points.
                   9/16/2009
                   9/17/2009
                                     65018
                                     65019
                                               3.25
                                               3.50
                                                     2
                                                     1
                                                               97.50
                                                               87.50
                                                                        33.75
                                                                        15.89
                                                                                  131.25
                                                                                  103.39
                   9/17/2009         65020     2.25  2         67.50    25.46       92.96
                   9/19/2009         65021     1.25  1         31.25         -      31.25
                   9/20/2009         65022     1.75  3         65.63    12.00       77.63
                   9/22/2009         65023     1.50  1         37.50   155.47     192.97
                   9/25/2009         65024     1.75  1         43.75    87.50     131.25
                   9/26/2009         65025     2.50  3         93.75   141.63     235.38
                   9/27/2009         65026     3.75  3       140.63    142.88     283.51
                   9/28/2009         65027     4.00  2       120.00          -    120.00
                   9/30/2009         65028     4.75  1       118.75     47.66     166.41
                                    TOTAL
                                   SERVICE
                                  BILLINGS    42.75        1,296.25    896.72    2,192.97
Decimal Places 3                       Clearline Manufacturing

 Big picture people are                 Company Sales - 2010

  looking at how the        Month
                            January
                                                   Projected
                                                   $140,100
                                                                  Actual
                                                                $120,350
  company is doing and      February               $152,100     $139,280
                            March                  $161,800     $155,850
  where it’s going.         April                  $145,000     $163,200
                            May                    $130,500     $125,400
 Decimals just muddy the   June                   $158,000     $150,900
                            July                   $132,500     $146,350
  message for them.         August                 $153,750     $161,500
                            September              $135,250     $155,950
                            October                $160,250     $165,970
                            November               $145,500     $152,900
                            December               $135,500     $128,250
Decimal Places 4
                                January     $140,000,000
                                               $140,000
 If you’re not sure, look at   February    $152,000,000
                                               $152,000

  the numbers. Do they          March
                                April
                                            $160,000,000
                                               $160,000
                                            $145,000,000
                                               $145,000
  look like they are            May         $130,000,000
                                               $130,000
                                June        $158,000,000
                                               $158,000
  rounded to the nearest …      July        $132,000,000
                                               $132,000

 thousand??                    August
                                September
                                            $153,000,000
                                               $153,000
                                            $135,000,000
                                               $135,000

 million??                     October      $16,000,000
                                                $16,000
                                November    $140,000,000
                                               $140,000

 These numbers certainly       December    $135,000,000
                                               $135,000


  don’t need decimals.
Format EVERY number!
  Here are four sets of the
   same numbers. Notice         4,567
   the third one doesn’t line   4,567
   up with the others.           4,567
  This is a resultthe
      What’s of slight          4,567

     solution???
   differences in typing –
   someone typed the
   comma in the third row,
   whereas the others were
   formatted for commas.
Using the ribbon



 You can do almost all of the number formatting you
  will need using just these five buttons in the Number
  group of the Home tab
 For complete details, click here and use the Format
  Cells dialog box
You will be graded on formatting!!
 Number formatting is very
  important, even though
  our text doesn’t emphasize
  it so much.
 Remember – Format
  EVERY number, and
  control decimal places.
 You may review this
  presentation at any time to
  refresh your
  understanding.
Now for the assignment…
 In your chapter 3 folder, there is a file named Format
  Practice.
 Open it and follow the directions.
 Save as YourNameFormat Practice and close when
  complete.

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Formatting in excel

  • 2. Formatting  Our text covers the use of cell styles, HealthWise Fitness Center table formatting Plans Yearly Dues Quarterly Late Fee Monthly Late Fee2 and worksheet Economy 600.00 150.00 7.50 50.00 3.50 themes. Standard Standard 660.00 165.00 8.25 55.00 3.85 Plus 726.00 181.50 9.08 60.50 4.24  These features Deluxe 885.00 221.25 11.06 73.75 5.16 dress up your Premium 1,005.00 251.25 12.56 83.75 5.86 worksheets with Ultimate 1,259.00 314.75 15.74 104.92 7.34 colors and fonts, which are very attractive…
  • 3. …but making the NUMBERS easy to read and understand is much more important and fundamental.
  • 4. Importance of Decimal Points • Look at these numbers. 14273 At a glance, which one is 179863 the largest? 5413 456.5751 • Maybe you picked the 4th 487349 one? • Look again and notice the decimal point. The 4th number is the smallest.
  • 5. Decimals  We see numbers growing to the left as they get 14273.000000 larger. 179863.000000  In order to give a correct 413.000000 impression, always use 456.575481 the same number of 46687349.000000 decimal places if possible…
  • 6. Commas and Dollar Signs  …but these numbers are still hard to understand. $ 14,273.00 14273.000000 14,273.00  This is better, isn’t it? 179,863.00 $ 179863.000000 Commas and fewer $ 413.000000 413.00 413.00 decimal places really $ 456.575481 456.58 456.58 help. 46687349.000000 $ 46,687,349.00 46,687,349.00  Or this?  Dollar signs have the same format as commas, but they add $, of course.
  • 7. First Choice - Comma As a very general HealthWise Fitness Center rule, comma Plans Yearly Dues Quarterly Late Fee Monthly Late Fee formatting is the Economy 600.00 150.00 7.50 50.00 3.50 first choice for Standard Standard 660.00 165.00 8.25 55.00 3.85 spreadsheets. It Plus 726.00 181.50 9.08 60.50 4.24 Deluxe 885.00 221.25 11.06 73.75 5.16 is clean and easy Premium 1,005.00 251.25 12.56 83.75 5.86 to read and Ultimate 1,259.00 314.75 15.74 104.92 7.34 understand.
  • 8. Alignment of numbers  Another general rule has to do with alignment of 11,333,798 11,333,798 numbers: 45 45  DON’T CENTER THEM!! 96,457 96,457 6,735,457,000 6,735,457,000  We judge the size of 46,657 46,657 numbers by how far they 222 222 go to the left. That depends on everyone starting at the same place.
  • 9. Decimal Places, or not???  You can think of Excel users as falling into two categories – bean counters …  and big picture people.
  • 10. Decimal Places 2 RSR Computer Services  Bean counters have to Service Division Report balance books and Date Work Order Hours Number Billed Rate Code Extended Labor Parts Total Invoice 9/4/2009 65012 1.25 1 31.25 10.15 41.40 account for every penny. 9/6/2009 9/10/2009 65013 65014 2.75 2.00 3 1 103.13 50.00 141.75 - 244.88 50.00 9/12/2009 65015 1.50 1 37.50 - 37.50  Naturally, they want to 9/13/2009 9/16/2009 65016 65017 2.75 2.25 3 2 103.13 67.50 55.46 27.12 158.59 94.62 see decimal points. 9/16/2009 9/17/2009 65018 65019 3.25 3.50 2 1 97.50 87.50 33.75 15.89 131.25 103.39 9/17/2009 65020 2.25 2 67.50 25.46 92.96 9/19/2009 65021 1.25 1 31.25 - 31.25 9/20/2009 65022 1.75 3 65.63 12.00 77.63 9/22/2009 65023 1.50 1 37.50 155.47 192.97 9/25/2009 65024 1.75 1 43.75 87.50 131.25 9/26/2009 65025 2.50 3 93.75 141.63 235.38 9/27/2009 65026 3.75 3 140.63 142.88 283.51 9/28/2009 65027 4.00 2 120.00 - 120.00 9/30/2009 65028 4.75 1 118.75 47.66 166.41 TOTAL SERVICE BILLINGS 42.75 1,296.25 896.72 2,192.97
  • 11. Decimal Places 3 Clearline Manufacturing  Big picture people are Company Sales - 2010 looking at how the Month January Projected $140,100 Actual $120,350 company is doing and February $152,100 $139,280 March $161,800 $155,850 where it’s going. April $145,000 $163,200 May $130,500 $125,400  Decimals just muddy the June $158,000 $150,900 July $132,500 $146,350 message for them. August $153,750 $161,500 September $135,250 $155,950 October $160,250 $165,970 November $145,500 $152,900 December $135,500 $128,250
  • 12. Decimal Places 4 January $140,000,000 $140,000  If you’re not sure, look at February $152,000,000 $152,000 the numbers. Do they March April $160,000,000 $160,000 $145,000,000 $145,000 look like they are May $130,000,000 $130,000 June $158,000,000 $158,000 rounded to the nearest … July $132,000,000 $132,000  thousand?? August September $153,000,000 $153,000 $135,000,000 $135,000  million?? October $16,000,000 $16,000 November $140,000,000 $140,000  These numbers certainly December $135,000,000 $135,000 don’t need decimals.
  • 13. Format EVERY number!  Here are four sets of the same numbers. Notice 4,567 the third one doesn’t line 4,567 up with the others. 4,567  This is a resultthe What’s of slight 4,567 solution??? differences in typing – someone typed the comma in the third row, whereas the others were formatted for commas.
  • 14. Using the ribbon  You can do almost all of the number formatting you will need using just these five buttons in the Number group of the Home tab  For complete details, click here and use the Format Cells dialog box
  • 15. You will be graded on formatting!!  Number formatting is very important, even though our text doesn’t emphasize it so much.  Remember – Format EVERY number, and control decimal places.  You may review this presentation at any time to refresh your understanding.
  • 16. Now for the assignment…  In your chapter 3 folder, there is a file named Format Practice.  Open it and follow the directions.  Save as YourNameFormat Practice and close when complete.