Showing posts with label Formatting. Show all posts
Showing posts with label Formatting. Show all posts

Sunday, August 4, 2013

Number Formatting Pt. 2: Customizing your Numbers

Now that your boss is thoroughly impressed with your number formatting skills, let's blow his mind with some more!

In this post we will teach you how to customize numbers and dates. With that knowledge, you will be able to customize all of your other values. Let's start with numbers.

Numbers

By default, Excel does not separate thousands with a comma. Instead, number are ugly and look like this:












But wait, you want them to look prettier! You would like them comma separated, negatives to have parentheses, and negatives to also be red. How do we do this?

First, select your numbers. On the Home tab, under Number, click on the drop down arrow shown below:










The following menu will appear. Under Category, select Number. 















From here, you can check the "Use 1000 Separator" box and then select how you would like negatives presented. After you are done, click OK. Don't your numbers look so much better?












Dates

Now on to dates. In the accounting profession, we like our dates formated like this: 04/2013. This, however, is not a default date format. Here is how you can change the date format (or any other value for that matter).

First, select the cell you want to format and click on that same drop down arrow mentioned above. Once the form appears, select Custom.













You will notice a whole host of options. You will notice that as you select each Type, Excel will show you exactly how it would look under the Sample section on the form. However, our date format is not listed. It looks like we will have to create our own. It is simple. Under Type, tell Excel how you would like it formatted. For instance, I want 4/15/2013 to be formatted as 04/2013. So I put "mm/yyyy" under Type. Once you are done, click OK.



















And there you have it! Now it is your turn. Mess with each of the categories, and if you are feeling really adventurous, create a custom number format. Ready for your boss to promote you on the spot?

Sunday, July 21, 2013

Number Formatting Pt. 1: Phone #'s, Zip Codes and SSN

You have the wonderful task of entering in hundreds of phone numbers into a spreadsheet. Your boss wants all of the phone numbers to be in this format: (617) 555-5555. Before you came to this blog, this would have been a very, very tedious job. Now you will learn how to quickly format phone numbers, zip codes, and social security numbers in a few quick, easy steps.

First, enter you list of numbers without any formatting as show below (notice how by default zip codes that start with a zero only show 4 numbers. Our formatting will fix that!):

















Select the numbers you want to format and press Ctrl + 1. Alternatively, you could to to the Home tab, under the Number section click on the drop down menu to change the number format and click on More Number Formats down at the bottom.














You will notice under Category there is a Special option. Click on that and this menu will now appear.

















From here, click on the format you want and click OK. And that is it! No more tedious work for you! Now on to the more important duties of your job.
















Join us next week where we will continue to explore more number formatting options!