Chapter 12. Formatting Worksheet Data

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Excel makes formatting data easy with many simple, yet powerful, tools. In addition to applying traditional formatting common to all Office applications, you can wrap cell text and merge columns to create headings in Excel.

As expected for a spreadsheet application, Excel offers many options for formatting numbers, including formatting as currency, percentages, fractions, dates, times, and more.

If your worksheet contains a lot of data, Excel makes it easy for you to find a specific cell or even replace cell content automatically. Freezing row numbers and column letters also makes it easier to find what you’re looking for.

Formatting your worksheet data using colored cell styles or as a table are other options that enhance your table’s design and functionality.

Formatting Basics

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Wrapping Text

Wrapping text in cells is useful when the text is too long to fit in one cell, and you don’t want it to overlap to the next cell.

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Image Select the cell or cells that contain the text you want to wrap.

Image Click the Home tab.

Image Click the Wrap Text button.

Image Excel wraps your text in the selected cells.

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Image Tip: Wrap Text Automatically

To wrap worksheet text automatically, select the cells you want to format, click the Format button on the Home tab, and select Format Cells from the menu. On the Alignment tab of the Format Cells dialog box, select the Wrap Text check box. Image


Merging and Centering Text

The Merge & Center button makes it easy to create attractive headings that display across multiple columns. For example, if your worksheet contains data in columns A through H, you could merge and center a heading across these columns.

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Image Select the cells to be included in the heading.

Image Click the Home tab.

Image Click the Merge & Center button.

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Image Excel merges and centers the selected cells.

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Image Note: Identify Merged Cells

Notice the gridlines have disappeared and the cells appear to be joined together. Image


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Formatting Numbers

By default, values display as general numbers. You can also display values as currency, percentages, fractions, dates, or in many other formats.

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Image Select the cell or cells you want to format.

Image Click the Home tab.

Image Click the Accounting Number Format button to format the selected cells as your default currency.

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Image Excel formats your selected cells.

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Image Tip: More Number Formatting

For additional number formatting options, right-click the cells you want to format and select Format Cells from the menu. The Numbers tab on the Format Cells dialog box includes formatting options not available on the Ribbon Home tab. Image



Image Caution: What Happened to My Number?

Don’t be alarmed if some of the cells display a series of number signs (######) or in scientific format (1E+08) instead of your values. This is because the column width is too small. You learn how to change column width later in this chapter. Image


Applying Cell Styles

Cell styles enable you to apply colored formatting instantly to your worksheets. These styles can make your data easier to read.

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Image Select the cells you want to format with a cell style.

Image Click the Home tab.

Image Click the Cell Styles button.

Image Click a cell style in the gallery.

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Image Excel applies the cell style.

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Image Tip: Cell Styles for Headings

One of the most common uses of cell styles is to format titles and headings. Select your heading cells, and then use a cell style to distinguish heading cells from regular data. Image



Image Tip: Themed Cell Styles

The Cell Styles gallery also includes themed cell styles in a variety of colors and shadings. You can use these as an alternative to a standard heading or as a way to call attention to other important data. Image


Formatting as a Table

Formatting worksheet data as a table is another way to distinguish cell data with color. You can also filter and summarize table data using the tools on the Table Tools–Design tab.

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Image Select the cells you want to format as a table.

Image Click the Home tab.

Image Click the Format as Table button.

Image Select a table design from the gallery.

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Image In the Format as Table dialog box, select the My table has headers check box if you want to distinguish table headers, and then click OK.

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Image Excel applies the table design you selected.

Image The Table Tools–Design tab displays, offering additional table formatting options.

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Image Note: Filter Tables

When you format cells as a table, Excel also enables you to filter your data. See “Filtering Data” later in this chapter for more information. Image



Image Tip: Add Table Totals

To add a total row to your table, click the Total Row check box on the Table Tools–Design tab. Image


Adjusting Column Width

The default width of an Excel column is 8.43 characters, but you can adjust each column from 0 to 255 characters wide.

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Image Position the mouse pointer to the right of the column you want to adjust. The mouse pointer becomes a crosshair.

Image Press and hold the mouse button, and drag the column line to the right to increase the column width or to the left to decrease it.

Image Release the mouse button. The column width will be changed.

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Image Tip: Adjust Columns Automatically

To automatically adjust column width to exactly fit the contents of the cell, double-click the mouse after the pointer becomes a crosshair. Image


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Adjusting Row Height

The default height of an Excel row is 15 points, but you can adjust each row from 0 to 409 points.

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Image Position the mouse pointer below the row you want to adjust. The mouse pointer becomes a crosshair.

Image Press and hold the mouse button and drag the row line down to increase the row height or up to decrease it.

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Image Release the mouse button. The row height will be changed.

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Image Tip: Adjust Rows Automatically

To automatically adjust row height to exactly fit the contents of the cell, double-click the mouse after the pointer becomes a crosshair. Image


Finding Data

If your worksheet contains a lot of data, it can be hard to find the right cell at times. Fortunately, Excel makes it easy to search your worksheet data.

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Image Click the Home tab.

Image Click the Find & Select button.

Image Select Find from the menu.

Image In the Find and Replace dialog box, enter the data you’re searching for.

Image Click the Find Next button to find the next instance of this data.

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Image Tip: Replace Data

In addition to finding data, you can also find and replace it. To do so, click the Replace tab in the Find and Replace dialog box. Image


Freezing Panes

You can freeze columns, rows, or both so that your row and column headings remain in view as you scroll instead of scrolling off the screen with the rest of the worksheet. This is particularly helpful with larger worksheets.

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Image Click the View tab.

Image Click the Freeze Panes button.

Image Select Freeze Panes from the menu to freeze both columns and rows.

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Image Tip: Unfreeze Panes

To unfreeze panes, click the Freeze button and select Unfreeze Panes from the menu. Image



Image Tip: Customize Freezing

From the Freeze Panes menu, you can optionally choose to freeze only the top row or only the first column. Image


Sorting Data

If your worksheet data isn’t in the right order, you can sort it.

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Image Click the Home tab.

Image Click the Select All button to select all your worksheet data.

Image Click the Sort & Filter button.

Image Select Custom Sort from the menu.

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Image Note: Column Headers

Column headers are useful for identifying your worksheet data. For example, you can use headers to identify the months of the year, product names, regions, and so forth. Image


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Image Select the My data has headers check box if your worksheet includes column headers.

Image Specify the column you want to sort by.

Image Specify your preferred sort order, such as A to Z or Z to A.

Image Click OK.

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Image Tip: Sort on Multiple Columns

To sort on more than one column, click the Add Level button in the Sort dialog box, and add an additional column. Image


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Filtering Data

Filtering data is another way to control what displays on your Excel worksheet. By applying a filter, you can hide data temporarily, making it easy to focus on the data you need to see.

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Image Click the Home tab.

Image Click the Select All button to select all your worksheet data.

Image Click the Sort & Filter button.

Image Select Filter from the menu.

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Image Excel displays a down arrow to the right of each column. Click the arrow to the right of the column you want to filter.

Image Click to remove the check next to any data you don’t want to display.

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Image Tip: Remove a Filter

To remove a filter you applied, click the Sort & Filter button, and select Filter from the menu. Image



Image Tip: Sort with a Filter

Applying a filter also makes it easier to sort columns. From the Filter menu, you can sort from smallest to largest or from largest to smallest. Image


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