Excel – The Power of Custom formatting

Most Excel users do not know the power of custom formatting. They know how the currency or accounting format. In this article you will find some useful information which can display your data in different ways, and more clearly.

I got the inspiration to write this blog post from a client question on one of my Excel courses.

The client asked me “I get data from our financial system. In one column I have a percentage, but the column is not percentage formatted. When in Excel, I add percentage formatting, Excel multiply the numbers by 100. I don’t want to have to divide the column by 100. Do you have a solution?”

IMPORTANT: CUSTOM FORMATTING WILL NOT CHANGE THE DATA ONLY CHAGE HOW EXCEL WILL DISPLAY THE DATA.

To create custom formatting in Excel:

Select the data and click the down arrow bottom right corner of the Number group on the ‘Home’ ribbon. In the Format Cells dialog box click Custom bottom left.

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In this example you will see an example of dates custom formatting.

You will have to type the code. When it comes to custom formatting for dates dd display day number.

If we enter “dd” in the Type box Excel will only display the day number.

Alternatively, if we type “ddd” in the Type box, Excel will display the first 3 letters of the day name.

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4 times d will display the full day name. Use ds for days, ms for moths, and ys for years.

The code dddd dd mmm yy will then display:

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In the next example you will see some options for numbers.

;; will display the cells like they are empty.

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If you only want to display positive numbers use the code 0;;

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What you have in front of the first semicolon (;) define positive numbers, between the two semicolons define negative numbers, and after the second semicolon define zero. A colour inside square brackets can define font colours. The code [green]#,##0.00;[red]#,##0.00;[blue]0 will result in positive numbers being in green. # are optional digits. So, with a number above 999 you will get thousands separator. You will always get two decimals. Negative numbers will be in red and zeros blue.

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When you have zero in the code, you tell Excel that you want to display the number, but you can also turn it into text only. The code [Green]”good”;”bad”;”zero” will not display any numbers.

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You can find a table of examples below, but it is endless what you can get Excel to display.

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Conclusion

Custom formatting in Excel is useful for numerous reasons. Primarily, it can help improve the visual appearance of your data and make it more readable.

Custom formatting can help save time and reduce errors by automatically applying specific formatting to your data. For example, you can use custom formatting to automatically add a “%” symbol to values entered in a certain column.

Custom formatting can help you better communicate information in your data by allowing you to display it in a more meaningful way. For example, you can use custom formatting to display dates in a specific format or to display times with AM or PM.

Overall, using custom formatting can make your Excel data look more professional, easier to read, and more informative.

Be More Productive With Excel’s SORT function (2 of 4)

This blog is part 2 of a series that looks at the amazing functionality of some of the most popular Office 365 Excel functions. In part 1 the focus was on the FILTER function. Building on this, we will explore how useful the SORT function is in arranging data more efficiently.

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What is the SORT function

The SORT function is based on the standard way of sorting in Excel. It works by extracting the sorted rows from the source data and populating these rows to another sheet. As the sorting process does not affect the source data, the sorted data can be re-sorted without having to return to the original dataset. Thereby increasing your efficiency.

How is the SORT function different from other functions?

The SORT function is one of a number of Office 365 functions that behaves differently to all other Excel functions. With the SORT function, the results automatically ‘spill’ into all available cells below. In contrast, all other functions require you to copy the result down manually.

How to apply the SORT function

Let’s take some financial data where all records relating to ‘London’ need to be sorted (see below)

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  1. Copy the source data headings into another sheet and select the cell below the first heading – see below:

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  • The 1st part is the ‘ARRAY’ or range of source data for selection
  • The 2nd part is the SORT INDEX which is a number assigned to the position of the field to be sorted from the left (e.g. 3 for ‘BudgetDepartment’)
  • The 3rd part is the SORT ORDER which is 1 for ascending or -1 for descending

The following data is now sorted by BudgetDepartment:

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Sometimes the date field will return dates as an unformatted number e.g. 43160. If this happens, simply reformat the date column back to ‘date’ (use Ctrl 1 to quickly reset the date formatting)

Another problem that could arise is if there are not enough free rows to populate the results. If any data is ‘blocking’ this space, then you will get a #SPILL error:

To remove the spill error, simply delete the data that is blocking the spill. Other Office 365 functions such as UNIQUE and FILTER also have this ‘spill’ feature.

Conclusion

The Excel SORT function is an amazing tool that allows you to sort data whilst leaving the original source data untouched. Consequently, the SORT function can help improve your efficiency and productivity when you need to refer back to your unsorted lists.