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Guidelines for Creating a Table in Excel
Guidelines for Creating a Table in Excel
When you create a table in Excel, you should follow some basic guidelines, as listed in
Table 5–5.
Table 5–5 Guidelines for Creating a Table in Excel
Table Size and Workbook Location
1. Do not enter more than one table per worksheet.
2. Maintain at least one blank row between a table and other worksheet entries.
3. A table can have a maximum of 16,384 fi elds and 1,048,576 records on a worksheet.
Column Headings (Field Names)
1. Place column headings (fi eld names) in the fi rst row of the table.
2. Do not use blank rows or rows with dashes to separate the column headings (fi eld names) from the data.
3. Apply a different format to the column headings and the data. For example, bold the column headings and format
the data below the column headings using a regular style. Most quick table styles follow these guidelines.
4. Column headings (fi eld names) can be up to 32,767 characters in length. The column headings should be
Contents of Table
1. Each column should have similar data. For example, Hire Date should be in the same column for all sales reps.
2. Format the data to improve readability, but do not vary the format of the data in a column.
Conditional Formatting
Excel provides a variety of formatting options for visually representing the value in a cell
based on its value. Conditional formatting allows you to create rules that change the for-
matting of a cell or range of cells based on the value of a cell. Excel includes fi ve types of
conditional formats: highlight, top and bottom rules, data bars, color scales, and icon sets.
You can combine different types of formats on any cell or range. For example, based on a
cells value, you can format it to include both an icon and a specifi c background color. You
also can apply multiple conditional formatting rules to a cell or range.
The Conditional Formatting Rules Manager dialog box allows you to view all of
the rules for the current selection or for the entire workbook. You open the dialog box
by clicking the Conditional Formatting button on the Home tab on the Ribbon and then
clicking the Manage Rules command on the Conditional Formatting menu. The dialog
box also allows you to view and change the order in which the rules are applied to a cell
or range. You also can stop the application of subsequent rules after one rule is found to
be true. For example, if the fi rst rule specifi es that a negative value in the cell results in a
red background color applied to the cell, then you may not want to apply any other condi-
tional formats to the cell. In this case, put a check mark in the Stop If True column for the
rule in the Conditional Formatting Rules Manager dialog box.
The project in this chapter uses an icon set as a type of conditional format. The
exercises at the end of this chapter include instructions regarding the use of other types of
conditional formats.
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