Microsoft Office Tutorials and References
In Depth Information
Overview
Plan
General Project Decisions
While creating an Excel worksheet, you need to make several decisions that will determine
the appearance and characteristics of the ﬁ nished worksheet. As you create the worksheet
required to meet the requirements shown in Figure 2–2, you should follow these general
guidelines:
1. Plan the layout of the worksheet. As discussed in Chapter 1 and shown in Figure 2–3,
rows typically contain items analogous to items in a list. In the case of the stock club’s
data, the individual stocks serve this purpose and each stock should be placed in a row. As
the club adds more stocks, the number of rows in the worksheet will increase. Information
about each stock and associated calculations should appear in columns.
2. Determine the necessary formulas and functions needed. Values such as initial cost and
current value are calculated from known values. The formulas for these calculations
should be known in advance of creating the worksheet. Values such as the average, high-
est, and lowest values can be calculated using Excel functions as opposed to relying on
complex formulas.
3. Identify how to format various elements of the worksheet. As discussed in Chapter 1 and
shown in Figure 2–3, the appearance of the worksheet affects its ability to communicate
clearly. Numeric data should be formatted in generally accepted formats, such as using
commas as thousands separators and parentheses for negative values.
4. Establish rules for conditional formatting. Conditional formatting allows you to format a
cell based on the contents of the cell. Decide under which circumstances you would like
a cell to stand out from similar cells and determine in what way the cell will stand out. In
the case of the Percent Gain/Loss column on the worksheet, placing a different background
color in cells that show losses is an appropriate format for the column.
5. Specify how the printed worksheet should appear. When it is possible that a person will
want to print a worksheet, care should be taken in the development of the worksheet to
ensure that the contents can be printed in a readable manner. Excel prints worksheets in
landscape or portrait orientation and margins can be adjusted to ﬁ t more or less data on
(continued)
9s indicate
numeric data
Xs indicate
text data
Z indicates a ﬁ xed
dollar sign
Zs indicate
numeric data with
0s suppressed