How to create and format tables in Excel?

2023-08-04 10:30:03

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Excel is spreadsheet (or spreadsheet) software developed by Microsoft, part of the Microsoft Office suite, along with Microsoft Word and PowerPoint. It is widely used to organize, analyze and manipulate numerical data using tables. Excel spreadsheets consist of cells organized in rows and columns, where the user can enter data, perform calculations, create charts, sort and filter information, etc.

In which situations can we take advantage of the functionalities of Excel?

Using a spreadsheet like Excel is essential for organizing, monitoring, managing and storing information, such as contact lists, inventories, budgets and expenses, but also schedules or project monitoring both in a professional and personal context.

In the financial sector, the integrated functions of Excel are particularly interesting for carrying out complex calculations, statistics and projections. It is used for financial analysis, project management, budget forecasting, etc. but also the monitoring of the performance of a company’s employees, sales, ROI, etc. Excel is widely used in financial fields to create valuation models, spreadsheets of budgets and financial forecasts, simplify a company’s accounting, etc.

Excel makes it easy to create professional reports by using pivot tables and charts to visualize and present data clearly and concisely. Researchers use Excel to analyze experimental data, perform statistical calculations, and create graphs to visualize results.

In a professional setting, but less focused on finance and science, Excel knows how to make itself indispensable for creating Gantt charts, task lists and schedules for project management. But also to track sales, conversions, marketing campaigns, etc. You can also use it to make mailings (with Word).

Outside of the business context, Excel can be very useful for day-to-day tasks such as managing shopping lists, tracking reservations, planning events, and more.

Excel is already a spreadsheet, which means that the worksheets are already in the form of a table with cells whose content you can manage not only in terms of formatting, but also in terms of the type of data (numbers, text, formula calculation, etc). So in theory, there is no need to “create” a table as you could do in Word, since the interface is already in the form of a huge infinite table.

However, to present your data in tabular form, with a header, differentiating colors, materialized borders, etc. you need to create a table. It is possible to do it manually by saving the data and customizing the colors of the cells, rows or columns, but there are 2 easier ways to do it.

Start by opening a new file or a new spreadsheet of an existing file. Select one or more cells and go to the Insert menu, then Table. The selected cells will be automatically integrated into your table with visible borders, a colored header and a sorting system directly incorporated.

Note that you will have the possibility to check the option My table has headers which automates the placement of a header at the top of each column and thus allows you to quickly sort the results of the table.

Here, your table is already ready. But there are still a lot of things to do for it to be directly operational.

To format your table and bring out the interesting data, the procedure is just as simple as creating a painting. Select one of your table cells and click the Home menu, then from the toolbar (ribbon) choose Format as Table.

Many styles of tables with coordinated colors are then offered and you only need one click to apply the one you want. A word of advice: choose a style that visually separates the data from the different rows by alternating 2 colors, for example. This allows them to stand out and be better differentiated.

As with Word and PowerPoint, Excel also offers predefined templates when you want to create a new document. You can choose a template adapted to your needs and save a lot of time not only in terms of layout and table creation, but also in terms of inserting calculations and conditional formulas.

If you need to quickly produce a budget system for your household with expenses and cash receipts, you can use the Monthly Personal Budget template which judiciously breaks down all the figures and automatically establishes calculation formulas to track and skillfully manage your family’s finances in minutes.

That’s it, you know the essentials for creating and formatting a functional table in Excel. As you can see, the manipulations are simple and accessible to all, it is not without reason that Excel, and the Microsoft 365 office suite, are the most popular utilities for creating and managing all types of documents.

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