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Basic Worksheet Formatting

This document discusses basic worksheet formatting in Excel, including inserting and deleting cells, rows, and columns; setting column width and row height; inserting and formatting borders; and inserting headers, footers, and page numbers. Key steps covered are how to insert and delete single or multiple cells, rows, and columns; automatically size columns and rows to fit contents; add various border styles and colors; and insert headers that repeat on each printed page. Formatting worksheets with these basic elements makes them easier to read, understand, and professionally present.
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© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
47 views

Basic Worksheet Formatting

This document discusses basic worksheet formatting in Excel, including inserting and deleting cells, rows, and columns; setting column width and row height; inserting and formatting borders; and inserting headers, footers, and page numbers. Key steps covered are how to insert and delete single or multiple cells, rows, and columns; automatically size columns and rows to fit contents; add various border styles and colors; and insert headers that repeat on each printed page. Formatting worksheets with these basic elements makes them easier to read, understand, and professionally present.
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Basic Worksheet Formatting

* Inserting & Deleting Cells, Rows & Columns


* Setting Width & Height for Columns & Rows
* Inserting & Formatting Borders
* Inserting Headers, Footers & Page Numbers

Making your worksheets easy to read and understand is crucial. Formatting


is the key. This includes changing the appearance of the worksheet
including inserting and deleting columns and rows, changing column widths
and row heights, cell color and borders and how to add Headers, Footers
and page numbers.

* Inserting and Deleting Cells, Rows and Columns


Examining a worksheet in Excel, the first thing you probably notice is the grid
that fills most of the Excel screen. This grid is made up of multiple columns
and rows and any data you add to a worksheet will be contained in separate
cells, rows and columns. It is therefore essential that you are comfortable with
inserting and deleting cells, rows and columns in Excel.
To insert a cell:
1. Position your cursor in the cell currently occupying the space on your
worksheet where you wish to insert a new cell.
2. On the Home Tab in the Cells group, click on the Insert Button. Another
method is to right-click the cell where you wish to insert a new cell and
select Insert from the menu list. This will open the Insert dialogue box (see
screenshot below). Tick the: Shift Cells Down or Shift Cells Right buttons
depending on where you wish to insert the blank cell.
3. A blank cell will be inserted in the position you selected and the selected
cell will move to a new position (down or right).
To insert a column:
1. Select the column immediately to the right of where you wish to insert a
new column by clicking on the column label (column labels are the letters of
the alphabet shaded in grey at the top of the grid) to select the whole column.
2. Right-click on the selected column and select Insert from the menu list.
3. This will insert a blank column to the left of the column you selected.

To insert a row:
1. Select the row above which you wish to insert a new row by clicking on the
row label (row labels are the grey shaded numbers running alongside the left
margin of the grid) to select the whole row.
2. Right-click on the selected row and select Insert from the menu list.
3. This will insert a blank row above the row you have selected.
TIP: To insert multiple cells, rows or columns, select the number of cells,
rows or columns you wish to insert before clicking on the Insert button. For
example, if you select three rows, Excel will insert three blank rows above
your selection when you right click the selection and then on Insert in the
menu list.

Being able to delete cells, rows and columns, is just as important as being able
to insert them.
To delete a cell or multiple cells:
1. Select the cell to delete, right-click the cell and select Delete from the
menu list.
2. The Delete dialogue box will appear from where you need to make a
selection between shifting the cells below the deleted cell upwards, or shifting
the cells to the right of the deleted cell, to the left.
3. Delete multiple cells by first selecting cells by dragging through them with
your mouse or select non-adjacent cells by holding down the Ctrl key on your
keyboard whilst selecting cells, right-click the selection and then click
on Delete in the menu list.
To delete a column or multiple columns:
1. Select the column to delete, right click the selected column and
select Delete from the menu list.
2. The column will be deleted.
3. Delete multiple columns by selecting and dragging through the column
labels with your mouse or select non-adjacent columns by holding down the
Ctrl key on your keyboard whilst selecting columns then right-click the
selection and then click on Delete in the menu list.
To delete a row or multiple rows:
1. Select the row to delete, right click the selected row and select Delete
from the menu list.
2. The row will be deleted.
3. Delete multiple rows by selecting and dragging through the row labels with
your mouse or select non-adjacent rows by holding down the Ctrl key on your
keyboard whilst selecting rows then right-click the selection and then click
on Delete in the menu list.

* Setting Width and Height for Columns and Rows


Worksheets can be difficult to read. Rows and columns that are too close
together or too far apart may look chaotic, crowded or take up too much
space. Setting width and height parameters for rows and columns can make an
enormous difference in the readability and overall look of a worksheet.
Examine the screenshot below. This is just a very simple worksheet, but it is
clear the data is cramped together. It is hard to read and is aesthetically
unpleasing.

To change column width:


1. Move either the right or left column divider line (circled in yellow in the
screenshot above) by clicking on it and dragging it to make the column wider or
narrower.
2. Double clicking the divider line will automatically resize the column to fit
the contents.
3. Selecting multiple columns or the whole worksheet and double-clicking the
divider line between any of the selected columns, will automatically resize all
columns to fit the contents.
4. Selecting multiple columns and dragging the divider line between any of the
selected columns will automatically resize all columns to be the same size as
the column whose divider you are dragging.

To change row height:


1. Move either the top or bottom divider line (circled in yellow in the
screenshot below) by clicking on it and dragging it upwards or downwards to
change the height of a row.
2. Double clicking the divider line will automatically resize the row height to
fit the contents.
3. Selecting multiple rows or the whole worksheet and double-clicking the
divider line between any of the selected rows, will automatically resize all
rows to fit the contents.
4. Selecting multiple rows and dragging the divider line between any of the
selected rows will automatically resize all rows to be the same size as the row
whose divider you are dragging.
The above is the most frequently used and convenient methods for changing
row height and column width. For more options or to set precise width and
height values:
1. Under the Home tab on the Ribbon, in the Cells group, click on the Format
button.
2. From the Format menu select either Row Height or Column Width to insert
exact sizes for these.
* Inserting and Formatting Borders
Borders make worksheets easier to read. You can use borders to outline data,
emphasize important cells, rows or columns or simply to make the worksheet
easier to read, especially when it is printed.
First decide where you would like borders for your worksheet to appear.
To add borders to a worksheet:
1. Select the rows, columns or cells you wish to apply borders to.
2. Under the Home tab in the Font group, click on the dropdown arrow next to
the Border button (circled in yellow in the screenshot below) to view the list of
available border types:
3. It is worth experimenting with the various border options. The most often
used borders is the All Borders option, which adds borderlines throughout your
selected cells, columns and rows or the Outside Borders option, which places a
border around the outside of your selected cells, columns and rows.
This is an example of All Borders that has been applied to a selected cell
range:

This is an example of Outside Borders that has been applied to a selected


cell range:
Equally as important as knowing how to apply borders to a worksheet, is
knowing how to remove borders.
To remove all borders from a cell range:
1. Select the cell range you wish to remove all borders from.
2. Click on the dropdown arrow next to the Borders button in the Font group
under the Home tab,
3. Select No Border from the list of border types to remove all borders from
the selected cells.
Borders can be any color and you can even set a style for the lines of your
borders to really emphasize sections of data or to round off your worksheet.

To change the color and/or style of borders:


1. Select the cell range to which you wish to apply the border color and/or
style.
2. Click on the dropdown arrow next to the Border button in the Font group
under the Home tab and select More Borders from the list of options.
3. This will launch the Format Cells dialogue box (see screenshot
below). Ensure the Border tab is selected:

4. First pick a Style for your borders by selecting one of the line types in the
Style box.
5. Next set the color for your borders by picking a color from the Color
dropdown list or leave it on Automatic to select the default line color for your
worksheet.
6. The final step is to apply your borders. You can do this by clicking on one of
the Presets in the Format Cells dialogue box or by clicking on individual lines in
the Border area. The preview screen with the four boxes labelled text will
display what the border style, colors and lines will look like when applied.
7. Once you are happy with the look of your borders, click on OK to apply to
your worksheet.
8. To edit borders once applied, you can click back on the More Borders option
in the Borders list in the Font group.
9. To remove borders, click on the No Border button in the Borders list.

* Inserting Headers, Footers and Page Numbers


Headers, footers and page numbers all work together to make a worksheet look
professional and helps with collating printed worksheets. Adding these
elements to a worksheet can also save you time and with the busy schedules
most of us manage, any tools for saving time are essential.
Headers are inserted into the top margin of a worksheet and may contain
elements such as text, images, page numbers, tables and formatting. Headers
are automatically repeated in the same area of the top margin of all pages in a
worksheet when printed.
To insert a Header into a worksheet:
1. Click on the Insert tab on the Ribbon. In the Text group, click on the
Header & Footer button.
2. Click in the area on your worksheet labelled: Click to add header (circled in
yellow in the screenshot below):
3. When you click in the Header area, the Header & Footer Tools tab will
appear above the Ribbon. To access tools and options for the Header
area, click on the Design tab (circled in yellow in the screenshot below). This
tab will only be available after you have clicked in the Header (or Footer) area.
You will not have access to this set of options without clicking the Header (or
Footer) area.

4. You can type directly into the Header area by clicking in the left, center or
right box and typing the text you wish to appear at the top of every page when
your worksheet is printed.
5. Use the options available from the Header & Footer Tools – Design menu to
insert any of the elements in the Header & Footer Elements group, such as
Page Numbers, Time, Date or Pictures.
Footers are the same as Headers but appear at the bottom of a page when the
worksheet is printed.

To insert a Footer:
1. Click on the Insert tab on the Ribbon. In the Text group, click on the
Header & Footer button.
2. Scroll to the bottom of the page and click in the area labelled: Click to add
footer.
3. When you click in the footer area, the Header & Footer Tools Design tab will
appear on the Ribbon. To access tools and options for the Footer area, click on
the Design tab. This tab will only be available after you have clicked in the
Footer (or Header) area. You will not have access to this set of options without
clicking the Header (or Footer) area.
4. You can type directly into the Footer area by clicking in the left, center or
right box and typing the text you wish to appear at the bottom of every page
when your worksheet is printed.
5. Use the options available from the Header & Footer Tools – Design menu to
insert any of the elements in the Header & Footer Elements group, such as
Page Numbers, Time, Date or Pictures.
Headers & Footers can be formatted using normal formatting tools such as font
and paragraph settings.

* To delete Headers & Footers:


1. Click on the Insert tab and in the Text group, click on the Header & Footer
button.
2. Click in either the Header or Footer region of your document to activate the
Header & Footer Tools – Design tab.
3. Click on the Design tab and in the Header & Footer group click either on
Header or Footer (depending on which one you wish to delete) and
select None from the menu. This will remove all the content in either the
Header or Footer region.
To return to the Normal worksheet view when you are done editing your
Headers and Footers:
1. Click on the View tab on the Ribbon.
2. In the Worksheet Views group, click on Normal. This will return the view to
the default view where you can continue to work in your worksheet.
Headers & Footers will not display in the Normal View. To view Headers &
Footers you must be in the Page Layout View or Print Preview panel.
To insert Page Numbers:
1. Click on the Insert tab on the Ribbon. In the Text group, click on the
Header & Footer button.
2. Click where you wish to insert the page number: the Header or Footer area
and the position (left, center or right),
3. Ensure the Header & Footer Tools – Design tab is activated by clicking on it
to launch the Header & Footer options.
4. In the Header & Footer Elements group, click on the Page Number
button (circled in yellow in the screenshot below) to number the pages of your
document. This will insert the code: &[Page] into the space, but when you
click back in the body of the document, the page number will be visible:

5. To delete page numbers, use the same procedure as for deleting Headers &
Footers or simply click in the Header or Footer area containing the page
number, select the contents and press Delete on your keyboard.
Experiment with creating different content in the Header & Footer regions of a
worksheet. For example, add a company name or logo, the worksheet name
and page numbers. Use Print Preview (Ctrl+P) to view what the Header &
Footers will look like when printed.

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