August 18, 2008

10 ways to format Excel data so that people can actually understand it

  • Date: August 28th, 2007
  • Author: Katherine Murray

Tell the truth, now. When you see a new worksheet arrive in your Inbox, your pulse doesn’t exactly quicken, does it? I’m guessing that you don’t lean forward in your chair, eager to open the file and see what exciting new numbers the worksheet is likely to present.

Or maybe you do have a pulse-pounding reaction to worksheets, but it’s due to anxiety, not excitement. What am I supposed to see in all this data? How hard is this going to be to decipher? Am I really smart enough to figure all this stuff out? What time is lunch?

You can lessen this type of math anxiety for those who view your worksheets by using some simple techniques in Excel to get your data message across clearly. Here are a few tips to get you started.

Note: This information is also available as a PDF download.

#1: Give your worksheet a good title

The ultimate goal of your worksheet is to present information in a way others will understand, right? Give readers a head start by titling your worksheet clearly. A good title lets readers know immediately what the content of the worksheet is going to show them — that way, they won’t have to work so hard. “2008 Projections” isn’t bad, but it leaves a lot of things out. What kind of projections? Sales? Hired Employees? New Store Openings? Be as clear as you can and, if necessary, add a subtitle. And if you plan to circulate the worksheet by e-mail, be sure that you title the worksheet file with something that reflects the content of the sheet itself. That way, when people open the file, they’ll know what to expect.

#2: Wake people up with color

Sure, black and white does the trick. But. It’s. Boring. For those of us who aren’t numbers people to start with, pouring over a black-and-white grid stuffed with an ocean of numerals is torture. Jazz it up by splashing a little color on the page. Choose an energizing color — green, orange, purple — for your column heads. Do something special with the title — maybe format it in a complementary color, add a picture at the top, put a background behind it to make it pop. Just be sure the color you add doesn’t actually detract from the readability of the page. You want the color and design of the worksheet to draw people into the page, not make them forget what they’re looking at.

Excel makes it easy to add a picture to the background of the worksheet as well. This is really a neat effect, if you have a reason to use it. As a general rule, don’t put pictures behind your data just for the fun of it — readers have to work harder to see what’s in the foreground. But if you want to promote something fun, such as a summer sales competition, you can raise the energy by adding a special picture behind the scenes.

#3: Let the format lead the eye

Have you ever felt your heart sink because you’ve got five minutes to prepare for a meeting and the worksheet you’re looking at makes no sense? Chances are, the problem is one of three things:

  • You can’t immediately tell what you’re looking at.
  • You can’t tell where to start on the page.
  • You don’t have a context for the information.

The way in which you format your worksheet can solve all three of these potential problems for you. As a general rule, the largest items on your page will get the first look. Then, the eye will look for the next largest, and the next largest after that. The actual content — the data in the cells — is likely to be what your readers see last.

You can use this idea to your advantage when you plan the format of your page. Make the title stand out, good and bold, and make sure it says something clearly about the content you’re showing. Next, enlarge the column and row heads just a bit and put them in a second color. Readers will quickly scan the column and row headings to get a sense of how the information on the worksheet is organized. This will help them see what’s most important on the page and where they should begin.

If you have extra information you want to be sure readers see — for example, a note explaining why you’re displaying projected 2008 data even though it’s only 2007 — you can set it off by enclosing it in a border or using a second color. This will draw the reader’s eye to the note after they’ve taken in the most important items on the page.

#4: Apply a theme

Excel 2007 benefits from the propecia interactions hip new (or should I say, expanded and improved) themes feature that has been added throughout the core Office 2007 applications. Themes exist in Office 2003, but they were limited in design and functionality (and much less fun).

When you apply a theme to your Excel 2007 worksheet (by clicking the Page Layout tab and choosing Themes), you make a design choice that includes the font, color, table style, and effects of the information on your worksheet. The great thing about this feature is that you can dramatically change the look and feel of your information simply by opening the Themes gallery and clicking another choice.

#5: Don’t cram your charts

What would we do without charts in Excel? Charts are a saving grace for those who need to provide their information in the easiest possible way for readers to understand. A chart quickly shows readers what’s most important in your data (or at least, what’s most important in what you want to show right now) and presents each data item in relation to other items in the chart.

One mistake that Excel chart novices often make is to try to show absolutely everything under the sun in a single chart. You’ve got one shot, right? The best way to ensure that your readers will keep viewing your information is to make sure they understand what they’re looking at. And that means paring your chart down to the essentials and not littering the bars or pie slices with all sorts of labels and percentages and other nonessential items. Show what you need to get your point across and no more. Your readers will thank you for it.

#6: Diagrams are helpful

Excel 2007 includes another way to show your data visually. Now you can use SmartArt to create professional-looking diagrams for flowcharts, org charts, and much more. Creating a SmartArt diagram is similar to creating a chart — you choose the type of diagram you want to use, add your text, and then add bars, lines, suns, moons, whatever. You can tailor the diagram in an almost unlimited number of ways (including adding pictures to the shapes in the diagram).

#7: Take advantage of conditional formatting

I admit that I am easily amused by simple, colorful things. So I love the improved conditional formatting in Excel 2007. This is another feature that’s been dramatically enhanced and made easier to use in the newest version. Now you can use a variety of visualizations to help show trends in the data you’re presenting. You can use symbols, color bars, and more. To add conditional formatting to your worksheet, select the cells you want to showcase and click Conditional Formatting in the Styles group of the Home tab. Select the style of formatting you want to apply, and Live Preview will show how the formatting will look on your data. Nice.

#8: When in doubt, spell it out

If you are working on a complex worksheet and just can’t see how everyone will understand what you want them to focus on without a note or two, you can easily add comments to cells in the worksheet. Simply select the cell or range you want to add a note to, right-click, and choose Insert Comment. A small text box opens on top of your worksheet so that you can type the note you want to add. Your readers will know a comment exists at that point in your worksheet because a small red triangle appears in the upper-right corner of the cell. When a reader hovers the mouse pointer over the triangle, the note opens.

#9: Frame it

It’s an old trick, but it still works — if you want to draw a reader’s eye toward something on the page, box it. Newspapers do it, magazines do it, Web pages do it. If the design is done well, readers think they are getting something “extra” in that little box — and we all love getting something extra.

Select the cells you want to border and right-click on your selection. Choose Format Cells and select the Border tab. Test out different border styles and choose one that frames but doesn’t overwhelm your worksheet design. Click OK when you’ve found the style you want to use.

One caveat: Use the box idea sparingly. If you create more than one box on the page, readers might get confused about which one to read first and maybe even give up on reading any of it.

#10: Invite feedback

Finally, if you really want to make sure people are getting the message of your worksheet, ask. E-mail one or two coworkers and ask them to take a quick look at your data; then find out whether:

  • It was easy to understand what the worksheet is about.
  • They could clearly see what was most important on the page.
  • They have any suggestions for ways you could make it easier to understand.

So what’s the result of all this? People will smile at you more when they pass you in the hallway, because you made their day easier — and helped them feel smarter — by making your information easier to understand. And who knows, you might even get a free lunch out of the deal.

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Quick access to Excel formula bar via keyboard

  • Date: July 25th, 2008
  • Author: Susan Harkins

When entering formulas, you select a cell and start typing. To edit an existing formula, you probably make changes in the Formula bar. Recently, I noticed several Excel students reaching for the mouse and clicking the Formula bar to edit formulas. That method’s Okay, but some people find it easier to work from the keyboard as much as possible. If that describes you, press [F2] instead of reaching for the mouse the next time you want to edit an existing formula.To me, it hardly seemed worth mentioning. Admittedly, substituting a single keystroke for a mouse click doesn’t seem like a big deal, unless you prefer the keyboard (at least most of the time). The keyboard approach isn’t more efficient, it’s just different.

If pressing [F2] positions the cursor in the cell instead of the Formula bar, do the following:

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  1. From the Tools menu, choose Options.
  2. Click the Edit tab.
  3. Uncheck the Edit Directly In Cell option in the Settings area.
  4. Click OK.

If you’re using Excel 2007, do the following:

  1. Click the Office button and then click Excel Options (at the bottom right).
  2. Select Advanced in the left pane.
  3. Uncheck the Allow Editing Directly In Cell option.
  4. Click OK.
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Transpose Excel data from rows to columns, or vice versa

  • Date: July 29th, 2008
  • Author: Jeff Davis

When you need to flip-flop data in an Excel worksheet, don’t waste time doing it manually. Excel offers a handy Transpose option that will quickly take care of the task.


Here’s a tip that eliminates the need to rekey data. Suppose you’ve entered your data with three column headings running across Row 1 and four row headings running down Column A, like the ones shown in Figure A.

Figure A

transpose

After working with the data for a while, you decide you’d rather have the current set of row labels (months) running across the columns. Whatever you do, don’t even think about rekeying the data.

You’ll find the best solution on the Paste Special menu. Start by selecting and copying your entire data range. Click on a new location in your sheet, then go to Edit | Paste Special and select the Transpose check box, as shown in Figure B. Click OK, and Excel will transpose the column and row labels and data, as shown in Figure C.

Figure B

paste special

Figure C

insert data

Note

You aren’t limited to using the Paste Special | Transpose option to rearrange multiple rows and columns of data. It works just as well when you need to turn a single row of labels into a column, or vice propecia generic online versa.

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June 21, 2008

How to add a drop-down list to an Excel cell

Date: June 12th, 2008

Author: Susan Harkins

In Access, you can limit user entries by forcing users to choose a value from a list control. Office applications use the same functionality in built-in drop-down lists. For instance, the Highlight and Font Color controls on most Formatting toolbars use this flexible tool. Simply click the small triangle to the right of the icon to display a list of choices.

You can create the same type of control for your users in an Excel sheet, but the process isn’t intuitive. The option is in the Data Validation feature. Fortunately, once you know the feature exists, it’s easy to implement. You need only two things: a list and a data entry cell. The following sheet shows a simple drop-down list in an Excel sheet.

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Users click the drop-down arrow to display a list of items from A1:A4. If a user tries to enter something that isn’t in the list, Excel rejects the entry. To add this drop-down list to a sheet, do the following:

  1. Create the list in cells A1:A4. Similarly, you can enter the items in a single row, such as A1:D4.
  2. Select cell E3. (You can position the drop-down list in most any cell or even multiple cells.)
  3. Choose Validation from the is propecia covered by insurance Data menu.
  4. Choose List from the Allow option’s drop-down list. (See, they’re everywhere.)
  5. Click the Source control and drag to highlight the cells A1:A4. Alternately, simply enter the reference (=$A$1:$A$4).
  6. Make sure the In-Cell Dropdown option is checked. If you uncheck this option, Excel still forces users to enter only list values (A1:A4), but it won’t present a drop-down list.
  7. Click OK.

You can add the drop-down list to multiple cells. Select the range of data input cells (step 2) instead of a single cell. It even works for noncontiguous cells. Hold down the Shift key while you click the appropriate cells.

It’s worth noting that the drop-down arrow is visible only when the cell is active.

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Use Excel’s Lookup functions to search a database

Date: June 16th, 2008

Author: Mary Ann Richardson

You can use Excel’s Lookup functions to build a worksheet that can be used to search a database table. For example, say you’ve imported the following table from your Access database to Sheet2 of your Excel workbook:

To build a worksheet that can be used to look up an intern’s pay rate by entering the intern’s ID, follow these steps:

  1. Open the workbook, click the Sheet2 tab, and select the range A2:H5.
  2. Click in the Name box, type Interndata, and then press [Enter].
  3. Click on the Sheet1 tab.
  4. Click cell D6 and enter Employee ID.
  5. Click cell D8 and enter Name.
  6. Click cell E8 and enter the following function:

=VLOOKUP(E6,Interndata,3,FALSE)&" "&VLOOKUP(E6,Interndata,2,FALSE)

  1. Click in D10 and enter Pay Rate.
  2. Click in E10 and enter the following function:

=VLOOKUP(E6,Interndata,8,FALSE)

  1. Change the cell format of E6, E8, and E10 to match the data type of the data in the table.
  2. Add a header and formatting as shown here.


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