Thursday 13 November 2008

Easy Spreadsheet Solutions - The Next Step

So, you've started your spreadsheet and got your headings in place. Why bother to format the headings? Or the sheet for that matter. Excel formulas and data are still there! If a spreadsheet looks attractive and has formatted headings etc. it is not only easier to read, but less tiring on the eyes. You are less likely to make errors when entering data because you will see immediately where data needs to go.

In my career I have come across many spreadsheets which not only look very boring, but it has taken me some time to work out where the data is that I need. There have been times when I've been accused of spending valuable time on formatting and I have, on occasions, removed all formatting to show that it does help visually and thereby saves time in the long term. Time is a valuable commodity in today's business world.

So, experiment with colours and fonts to get a pleasing looking spreadsheet. It must be easy to read, so don't go mad with your colours etc.! I have also seen spreadsheets with every colour imaginable and they can be just as difficult to read as one with no formatting.

Have you looked at the sample spreadsheet in google docs yet? When you click on the link on the sidebar it will take you to the sample spreadsheet. You then need to click on 'Edit this page' to take you to the spreadsheet proper. As I mentioned in an earlier article if you compare row 2 with row 8 this shows the difference between a non formatted heading row and a formatted one. Before experimenting with formatting you will need to copy this file to your computer as using 'Google Docs' only has limited facilities. To copy it over to your computer click on the 'File' tab and go to 'Export' and then 'xls'. A further pop-up box will appear and click on 'save'. This should then bring a further option as to where to save the file on your computer. You could start a new folder with 'Sample Spreadsheets' as the name.

To format row 8 I highlighted the whole row by clicking on the row number. I then right clicked on the row and a drop down menu appears. Go down this menu to 'Format Cells'. There are several tabs with different functions. I used the 'alignment' tab, the 'font' tab' the 'border' and 'fill' tabs. If you do this you will see what I formatted. Experiment with the different tabs and views to get a tile row which pleases you.

When I have satisfied myself on the look of the title row I then usually highlight all the columns/rows below and put a border line in as shown on rows 10 - 20 on Sheet 1 (2). Again to do this I highlighted the rows and columns I wanted to format and right clicked and then went to Format Cells, Borders. The reason for this is that if you need to print a page for your manager it looks more professional if you get rid of the grid lines. Look at Sheet 1 (3) and click print preview. Compare this with Sheet 1 (2) print preview. This is all a matter of preferences so experiment with various alternatives. Your manager may like a certain look to his spreadsheets/reports so check with him/her before finalising things.

Just one point on all this formatting - you can always change it! Nothing is set in tablets of stone unless you have a corporate image to maintain.

This does all sound time consuming to the beginner, but believe me the more you practice the quicker you will get. And also your spreadsheets will become more and more professional to look at. Consequently they will become easier to use.

Any queries please complete a contact form on my website - Contact page - and I will get back to you as soon as I can.
Website: www.margaretgammons.co.uk

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