Formatting is an overlooked skill when it comes to Excel. It is essential for communicating results clearly and powerfully.
By Carlo Pandian
Most Excel users would probably agree that
the program is a godsend when it comes to creating spreadsheets, yet the
results can often be boring to look at. Thankfully, Excel also provides the
tools to make your spreadsheets look polished, professional, and pleasing to
the eye. Chris Littlewood is Strategy & Research Director at Filtered,
an online learning platform for Excel, and he says that "formatting is an
overlooked skill when it comes to Excel. This is a shame because it's essential
not only to communicating results clearly and powerfully, but also to reducing
the risk of error. Consistent and meaningful formatting makes formulas more
comprehensible and bugs more apparent".
Create style
Here are a few ideas, suggestions, and tips
to get you started.
1. Check out a template
If you're not sure where to start, there
are plenty of templates available on the web. Have a look around for
inspiration.
2. Choose the right font
Choosing a clear, readable font such as
Arial or Calibri is a simple first step towards creating an attractive,
business-like spreadsheet.
3. Limit use of different fonts
Two different font styles can help to
differentiate between headers and main text. More than two, however, can be
distracting.
4. Center your title
Use the "Merge Cells" or "Center
Across Selection" options to create a professional, centred title for your
spreadsheet.
5. Start in b2
Leaving row 1 and column A blank is an easy
way to create some space in your document.
6. Bold your headers
Headers that stand out from the main text
can help to make your spreadsheet easier to read. Bolding them is a quick and
easy way to do this.
7. Vary your font sizes
Using a larger font size for headings and
sub-headings makes for a more readable spreadsheet. It's also a good idea to
keep your basic font size large enough to read clearly.
8. Align text
Format your cells and select options that
allow you to align your text as best suits your needs. For instance, text
aligns to the left by default, while numbers align to the right - so you might
need to tidy up tables by giving headings the same alignment as the table
contents.
9. Create space
You can manipulate the height and width of
cells to keep your spreadsheet from looking too cramped.
10. Leave some cells empty
If your spreadsheet is fairly complex,
leaving a row or column empty at appropriate breaks in the data can help to
improve readability.11. Play with grid lines
All those lines separating all those
numbers can look very confusing. By opting to show only the lines around your
results column, for example, you can make a big difference to the readability
of your spreadsheet.
12. Use color sparingly
Colors can be used in Excel to highlight
key rows or columns, making the spreadsheet more attractive and easier to read.
Don't overdo it though, as this can produce the opposite effect.
13. Keep to dark text on a light background
If you do choose to introduce color, be
sure to stick to dark text on a light background, as this is easier to read and
prints better.
14. Try some subtle decoration
Simple background decoration such as an
understated dip-dye effect can make your spreadsheet more visually appealing.
However, be careful not to insert any decoration that might distract from the
data.
15. Consider zebra stripes
If you're creating a spreadsheet with a lot
of columns, it can sometimes be difficult for readers to match up data on the
far right of the document with the categories listed on the left. Subtly
shading alternate rows helps the eye to follow information across the page.
16. Use the table function
If your data requires it, you can insert
tables into your Excel spreadsheet, giving the eye a break from the main
information in the document. Use an accent color to connect the table with the
rest of the spreadsheet.
17. Align any graphs or tables
If you're creating a document with multiple
tables or graphs, take care to line them up so that they start in the same row.
This will make your finished document easier on the eye.
18. Add an image
A simple image such as your company logo
can help to make your spreadsheet look professional and attractive.
19. Name your worksheets
While this won't impact the look of your
spreadsheet, it certainly helps to keep everything well-organized and
professional.
20. Exercise restraint!
Once you start experimenting with Excel's
design features, you might be tempted to get a little too creative. Keep in
mind that your main objective is to make your spreadsheets look professional
and easy to read, so stay away from anything too elaborate.
Nice ripoff from another, older article.
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