Excel Class NYC Custom Table Styles Free Tutorial

This free Excel Table Styles tutorial is reposted from http://www.excelclasstraining.com/blog/2011/08/excel-class-nyc-custom-table-styles-free-tutorial/
One of the many terrific new features in Excel 2007 (and 2010) is the ability to create a table. Microsoft took a feature from 2003 called autoformat and improved it dramatically.

Microsoft Excel Tables allow you to:

  • Apply alternate row shading where inserting or deleting a row adjusts the shading for you
  • Freeze column headings effortlessly
  • Applies data filters
  • Offers a total row option
  • Provides the ability to create new custom table styles (a style is a collection of formatting instructions)

Our introduction and advanced classes both cover the first four bullets and students generally immediately love this feature. This free Excel tutorial provides additional training on how to create a custom table style. If you search the Microsoft Excel help system this information is difficult to find, if it exists at all (the author couldn’t locate it effortlessly).

To follow along with this tutorial, you can download a workbook to practice custom table styles here.

In order to create an Excel custom table style you first need to format data as a table. To format your data as a table, click any single cell inside a contiguous range of data. Then, on the Home tab of the ribbon choose the format as table command, then pick any of the presets.

Excel Format As Table illustration

Excel prompts you to convert the highlighted data to a table format and you should respond by clicking the OK button.

Excel Format As Table Confirmation Dialog

Now you can create a custom table style with the formatting of your chosing. To create a custom table style, on the contextual Design tab of the ribbon, in the Table Styles section, click the second down triangle to display more table style options.

Excel Table Style More Option

At the bottom of the dialog, locate the New Table Style command and click it.

Excel New Table Style Comman

Excel presents the new table style dialog shown below

Excel New Table Style Dialog

In the name box, you should type a descriptive name for your table style, like Glenn’s Sales Report

In the Table Element listbox, there are many table elements to select from. A brief description of each element follows:

Whole Table: Formatting that affects the entire table, like the overall font, font size, font color, and perhaps an outer border or fill color

First Column Stripe: If you choose to vertically stripe the bands of your report, the first column stripe format

Second Column Stripe: If you choose to vertically alternate the striping of bands in your report, this is the format of the second column stripe

First Row Stripe: If you choose to horizontally stripe the bands of your report, the first row stripe format

Second Row Stripe: If you choose to horizontally alternate the striping of bands in your report, this is the format of the second row stripe

Last Column: If your report includes a totals column as the last column, you might choose to format it differently

First Column: If your report includes a column that shouldn’t be striped, this formats that column differently than the striped columns

Header Row: Your report will typically include a header row whose format is different from the rest of the report

Total Row If your report includes a total row at the bottom, it will typically have a different format to help make it stand out from the data

First Header Cell

Last Header Cell

First Total Cell

Last Total Cell

In this example, we want the heading row, total row and first/second stripe rows, but with 3 rows between stripes.

In the Table Element list box, click the Whole Table, then click the Format button.

Format Cells Border Dialog

In the Format Cells dialog, click the border tab, click the medium solid line, then click the outline option and click the OK button. Note how the Table Style dialog bolds the Whole Table text to indicate that formatting is set for that table element.

In the Table Style dialog, click the Header Row element, then click the format button. In the Format Cells dialog click the Fill tab at the top, then choose a light fill color.

Format Cells Dialog

Click the OK button to return to the table style dialog.

Click the Table Element First Row Stripe and change the stripe from 1 to 3, then click the format button

Excel Table Row Stripe 1

In the Format Cells dialog, on the border tab, apply a medium thick solid black border to the bottom edge of the 3rd row stripe and click the OK button.

Format Table Bottom Border First Row Stripe

Finally, for this table style, the last format is to the second row stripe. In the Table Elements list box, click the Second Row Stripe. Change the stripe size from 1 to 3. Then click the format button. In the Format Cells dialog, on the Fill tab, choose a light fill color different than the heading row fill color. On the border tab apply a medium thick solid black border to the bottom edgeof the alternating 3rd row stripe. Click the OK button to return to the Table Style dialog.

To finish the style, click the OK button to close the Table Style dialog.

Finally, to apply your custom table style, click any cell in the table. On the Design tab of the ribbon, click the more down triangle and at the top of the list, click on your custom table style (named Glenn’s Sales Report).

Apply a Custom Table Style

Evaluating your report, you notice the totals row wasn’t formatted differently and it doesn’t stand out. To modify your table style, on the Design tab of the ribbon, click the down triangle to show more styles, point to your custom style, right click it and choose Modify.

Modify A Custom Table Style

Select the Total Row in the Table Element List box, then click the format button. In the Format Cells dialog, apply a top and bottom border; In the Format Cells dialog, on the Fill tab, choose a light fill color. Click the OK button twice to close all dialogs and note the results in the Excel file.

Note: If you apply any ‘custom’ formatting from the Home tab of the ribbon, your formatting overrides the table style formatting.

Table Style Overrde

If you have any questions about this tutorial, you’re encouraged to email us.

To learn more about Excel, investigate our Introduction to Excel Class or Advanced Excel Class.

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Excel Class NYC Shares Microsoft Excel Key Keyboard Shortcuts

Excel class posted a great story about Microsoft Excel keyboard shortcuts here. We’re reposting their story for our readers.

Excel Class Favorite Keyboard Shortcuts To Help You Save Time With Microsoft Excel

This list is not meant to be exhaustive, we believe it offers some of the most common and frequently used shortcuts to save you substantial time and effort when using Microsoft Excel. We teach these techniques and many others in our Introduction to Excel class, Advanced Excel training, Advanced Excel Functions class, and Excel VBA courses.

Exit Editing Mode: Ctrl+Enter

Rationale: After you complete a data entry task in Excel you need to commit your edit to preserve your change. Pressing the Enter or Tab key works, but it then navigates you away from the active cell. If you wanted to use that cell to autofill a series formula or do formatting work, now you no longer lose an extra click selecting the cell again to continue to use it.

There are times when you want to use the tab and enter keys. Excel intellisense tries to help you do data entry. If you type, press the tab key to move right, type something, press the tab key, type something and then press the enter key, you would not end up on column c of row 2, but back in column a. Intellisense wraps your active cell back to the starting column and moves down one row.

Select a Row: Shift+Space (hold the shift key, tap and release the space bar key)

Select a Column: Ctrl+Space (hold the ctrl key, tap and release the space bar key)

Select ranges: Ctrl+Shift+Arrow Key (hold both the ctrl+shift keys and tap an arrow key)

Rationale: There are several reasons you need this keyboard technique; A) It is helpful when working in the Insert Function Dialog and you need to select a large range of cells; B) You download a workbook, or someone emails it to you, and you have no idea where the last row of data appears. Pressing the arrow key could take hours if there are thousands of rows of data. Ctrl+Arrow is a jump technique. Ctrl+Arrow jumps in the direction of the arrow key you press until Excel finds data, or a space after the data. Shift+Arrow highlights data. When you combine Ctrl+Shift+Arrow you both jump and highlight. These same techniques are also effective in Microsoft Word and PowerPoint.

Copy anything: Hold the Ctrl key while dragging an ‘item’ with the mouse

Rationale: There is nothing wrong with using copy and paste to move information large distances, or if you like clicking your mouse excessively. To copy a cell, a row, a column, a worksheet, a chart, a pivot table, a smart art object – You name it – Hold the ctrl key before you click on an item and drag it. You have to release the mouse before you release the ctrl key or it doesn’t work. This simple and effective time saving technique also works in Microsoft Word and PowerPoint.

Insert Today’s Date (static): Ctrl+; (hold the Ctrl key, tap the semicolon key, release the ctrl key, exit editing mode with Ctrl+Enter)

Rationale: I don’t mind typing May 5, 2011 but I dislike typing long months like November 29, 2011. The date is static, meaning tomorrow it will not update automatically (dynamically), which occurs if you use the now() or today() functions. The Ctrl+; technique originated in Microsoft Access, but doesn’t work in Word or PowerPoint.

Autosum Shortcut: Alt + = (hold the Alt key, tap the equal symbol key, release the alt key, exit editing mode with Ctrl+Enter)

Rationale: The autosum button is used frequently and is not convenient to click. Some users will just type the formula as =Sum( and then select a range of cells. To use the Alt+= keyboard shortcut, select the cell where you want the answer to appear, then press Alt+=. Autosum does a lazy search looking up, then down, then left, then right for numbers to add. Note that formatting like borders on cell may prevent or help autosum from selecting the correct range of cells to add on its own.

Another great autosum trick: Select the cells you want to add then press Alt+=. Autosum places the answer in the next open cell below the data. If you also select the empty column to the left or right, this will sum both rows and columns simultaneously.

Swap/Insert Between: Hold the Shift Key when dragging

Rationale: When you need to swap rows or columns, most users would insert a new row/column as needed, cut and paste their data, then delete the original duplicate. That’s great if you like clicking five times more than necessary! Instead, hold the Shift key, drag the border of a selection, release the mouse before you release the shift key.

Swap/Insert Between: Hold the Shift Key when dragging

About Excel Class

Glenn Harris is a Microsoft Office Master Instructor and Microsoft Certified Trainer with 25 years of Microsoft Excel experience, fourteen years of training experience, enjoys sharing his time-saving Advanced Excel keyboard techniques. He teaches group and private classes at Excel Class, conveniently located across the street from Penn Station in New York City. To view the class schedule visit http://www.excelclassnyc.biz/ExcelClasses.html or call 212.828.7089 for further assistance.

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Excel Class NYC Announces Spring Excel Training Calendar

Excel Class NYC Announces Spring Excel Training Calendar

Introduction To Excel Class Dates

May 2-3 6pm-9pm
May 24-25 6pm-9pm

Intermediate – Advanced Excel Class Dates

Evenings: May 12-13 6pm-9pm
Days: May 14 10am-5:30pm
Evenings: May 18-19 6pm-9pm
Evenings: June 1-2 6pm-9pm

Excel VBA Class Dates

Days: May 9-10, 16-17, 23-24 3pm-6pm
Days: June 5, 12, 19 10am-5pm

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Excel VBA Class Announces East Coast Schedule For Q1 2011

Excel Class NYC is pleased to announce our Q1 2011 Excel VBA Classes schedule.

Philadelphia, PA

February 16th – 18th – Register Here

Boston, MA

February 23rd – 25th – Register Here

Baltimore, MD

March 1st – 3rd – Register Here

Miami, FL

March 7th – 9th – Register Here

Atlanta, GA

March 16th – 18th – Register Here

Tampa, FL

March 28th – 30th – Register Here

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Excel Class NYC Announces Excel Class Blog – Free Excel Tutorials

Excel class NYC is pleased to announce the addition of our WordPress blog.

To learn more about the Excel classes we offer in NYC visit our website.

You can also find Excel Class NYC blog training here.

We will post free Microsoft Excel tutorials for students to continue their Excel studies after class.

Readers are encouraged to visit periodically to check for updates or submit comments to request specific Excel training topics.

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