inls 461
Information Tools

Professor: Serena Fenton
School of Information and Library Science at UNC-Chapel Hill

Excel Formatting  

In other Microsoft Office programs, such as Word, most formatting is involved with the way that the letters or paragraphs look. You can do this in Excel.

Excel's formatting can also change the way that your data functions. To modify the look or the properties of your data:

  • Select cell(s) to format.
  • Toolbar >> Format >> Cells
format number
Format Cells Dialog Box

There are five tabs in the Format Cells Dialog Box:

  • Number
  • Alignment
  • Font
  • Border
  • Patterns
  • Protection

The Default tab is the Number Format. The formats listed in the Category box can format or limit the properties of your data.

When you select a Format, the format description will appear in the adjacent window.

format cells box
Number format

Notes
Number

Options include: the number of decimal places, whether or not the thousands separator is used, and the format to be used for negative numbers.

Currency Options include: the number of decimal places, the symbol used for the currency, and the format to be used for negative numbers. This format is used for general monetary values.
Accounting

Options include: the number of decimal places, and the symbol used for the currency. This format lines up the currency symbols and decimal points in a column of data.

Date Select the style of the date from the Type list box.
Time Select the style of the time from the Type list box.
Percentage Multiplies the existing cell value by 100 and displays the result with a percent symbol. If you format the cell first and then type the number, only numbers between 0 and 1 are multiplied by 100. The only option is the number of decimal places.
Fraction Select the style of the fraction from the Type list box. If you do not format the cell as a fraction before typing the value, you may have to type a zero or space before the fractional part. For example, if the cell is formatted as General and you type 1/4 in the cell, Excel treats this as a date. To type it as a fraction, type 0 1/4 in the cell.
Scientific

The only option is the number of decimal places.

Text Cells formatted as text will treat anything typed into the cell as text, including numbers.
Special Select one of the following from the Type box:
Zip Code, Zip Code + 4, Phone Number, and Social Security Number.
Table information excerpted and edited from Microsoft How to control and understand settings in the Format Cells dialog box in Excel
Alignment  

By default, Excel left-aligns labels and right-aligns values

You can also change the formatting by using the button in the toolbar. alignment

For either method, select the cell(s) you want to align and click the appropriate alignment button on the toolbar.

Text Control is an important option for legibility :

Wrap text - Allows long lines of text to wrap within a single cell. You may need to adjust the cell height for the wrapped rows to be visible.

Shrink-to-fit - Shrinks the size of the text so that it fits in the cell.

Merge Cells - Allows two (or more) adjacent cells to be merged into one (larger) cell.

alignment
Font  

Select formatting in:

  • Font
  • Style
  • Size
  • Color
  • Effects

You can see a preview of your changes in the preview box.

font
Border  

Allows you to specify the Border properties on selected cells.

borders buttonYou can also add or change the Borders by using the button in the toolbar.

For either method, select the cell(s) you want to align and click the appropriate alignment button on the toolbar.

border
Patterns  

This tab allows you to select background colors for the selected cells.

Cell Shading Colors provide a background color in the selected cells.

Pattern puts a pattern on top of the selected background color. Pattern is black by default, but you can select a color for the pattern from the same drop-down box.

**In selecting colors and patterns - consider legibility and readability**
Startling color combinations may be amusing to create, but they can be annoying to the viewer.

patterns
Protection  

Protecting a spreadsheet or just a few cells is a two step process:

1- On the main toolbar, go to Tools >> Protection >> Protect Sheet.
You will be asked to provide a password (optional).
If you do provide a password, that password will be required to unprotect the worksheet.

2 - Every cell has two protection states: Locked and Hidden.
By default, all cells are locked on a protected worksheet (Step 1 above), but they are not hidden.

The Locked and Hidden attributes are in effect only when you have protected a worksheet (Step 1 above)when the worksheet is protected
To allow a particular cell to be changed when the worksheet is protected, you must unlock that cell by removing the checkmark from the Locked checkbox.

protection

 


revised May 26, 2006