Category Archives for "Excel – Formatting and Reports"

10 Top Tips for Creating an Excel Budget or Excel Budget Template

Excel , Excel - Formatting and Reports , Finance and Budget , Top Tips

Excel is the world’s most used tool for creating, aggregating, and analyzing budgets. Distributing an Excel budget template will reduce work and make sure everyone is aligned. Starting your budgeting process with an Excel budget template and a list of guidelines will reduce work and keep your managers aligned. Budget tips include how to prevent […]

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Top 26 Best Excel Conditional Formatting Tips and Tutorial

Excel , Excel - Formatting and Reports , Top Tips

Conditional formatting in Excel applies formatting to cells when the cell’s content meets specific conditions, such as the content being greater than a number you specify. These top 26 best tips on Excel conditional formatting begin with the basics tips and progress to advanced tips, like using conditional formatting to find errors, using wildcard matches […]

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Top 23 Excel Formatting Tips

Excel , Excel - Formatting and Reports , Top Tips

These are the top 23 best tips on Excel formatting taken from research on top-ranked Excel websites and judged by 30 years of using Excel (back when it came on about 14 diskettes). Even if you consider yourself an Excel expert, you should keep a “beginner’s mind” as you scan this list of 23 Excel […]

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Show or Hide Data and Charts with Dynamic Excel Reports

Excel , Excel - Formatting and Reports

With a few simple lines of Excel VBA your static Excel reports can become dynamic. A single click shows or hides charts, objects, or rows and columns. Dynamic Excel reports give your users the ability to show or hide specific parts of reports, such as selected sales regions or to expand a table to show […]

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Creating Custom Excel Reports and Dynamic Sub-Lists Using Complex Criteria

Excel , Excel - Formatting and Reports , Excel - PivotTables and Lists

Create sub-lists and custom Excel reports on a worksheet separate from the database using Excel’s Advanced Filter with complex criteria, such as ANDs, ORs, and math conditions. This is an excellent way to create sales reports by region and amount sold, inventory restocking lists that show low items, customer response lists by purchase amounts and […]

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Creating Dynamic Excel Lists and Custom Reports from One Master Excel List

Excel , Excel - Formatting and Reports , Excel - PivotTables and Lists

A highly valuable Excel skill is being able to create dynamic sub-lists, custom reports, or chart data from a larger master Excel list or database. Use these techniques to create dynamic sub-lists and custom reports that will match almost any report writer. Add a simple macro and you can automate work that would take hours. […]

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Creating Custom Date, Number or Percentage Formats

Excel - Formatting and Reports

Excel already has many numeric and date formats built into its Format Cells dialog box. But, you can create any format you need, including custom formats for, turning numbers or dates into text displaying the day of the week adding text to numbers making numbers that are invisible turning decimals into fractions adding international currency […]

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Custom Numeric Format Layout

Excel - Formatting and Reports

Look at the Type list in the Number tab of the Format Cell dialog box. These format specifications follow a pattern you must know if you want to use them or create a custom format. Look at the custom formats in the Type list and notice that they can have up to four parts. Each […]

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Custom Numeric Formatting Symbols

Excel - Formatting and Reports

Excel has custom formatting symbols for just about everything, including colors, text, and special characters. I’d recommend you click on some custom formats in the Type list, then modify them with these custom formatting symbols to see the effect. Symbol Format Effect General Unformatted cells. Displays numeric precision to match cell width. # Placeholder for […]

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Predefined Date and Time Formatting Symbols

Excel - Formatting and Reports

Before you begin creating custom date and time formats it’s a good idea to look through the predefined date and time formats in the Format Cells dialog box. These are the predefined date and time formatting symbols, Format Example m/d/yy 4/1/16 d-mmm-yy 1-Apr-16 d-mmm 1-Apr mmm-yy Apr-16 h:mm AM/PM 6:15 PM (12-hour clock) h:mm:ss AM/PM […]

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