Formatting
Formatting spreadsheets is important! Good formatting helps the reader of the spreadsheet understand what you are trying to present and how the numbers relate.

  1. Head/title your spreadsheets. Company name, schedule name, who prepared, date prepared. If there is any question, state what currency everything is denominated in.



  2. At a minimum, format your numbers with a commas and always right justify.



  3. Use descriptive headings on all columns.

  4. Subtotals should have single lines on the top and bottom of cell. Excel has a great built in tool for creating these.



  5. Grand totals (the "bottom line") should have a double underline under them. See above.

  6. Try using the fill tool to highlight or group numbers .

  7. Use the Excel arrow tool to help show where numbers are coming from .



  8. Always state what assumptions are underlying the more vague numbers you enter in a spreadsheet. You could use "old-style" footnotes at the bottom of your spreadsheet, but why do that when you can use Excel's really cool built-in Comment feature! Simply select the cell you want to make a comment on and the click on Insert | Comment. Comments can be printed/displayed or not-printed/not-diplayed in a variety of useful ways.



  9. Use F2 to edit individual cells in the formula bar.


[on to Formulas]





Previous Chapter ||| Subscribe ||| Introduction ||| Next Chapter


TGW.NET is property of Tim Whelan. All pictures and text ©Tim Whelan 1980–2001, all rights reserved. Only permitted images and material may be downloaded from this web site. For useage, please see my copyright notice.