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Application Excel Training Microsoft Microsoft Office

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.

custom

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.

custom

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

custom

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.

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Microsoft Microsoft Office Power Apps Power BI Power Platform

Power BI – The Power BI ecosystem

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Power BI Desktop tool

The Power BI desktop is a tool which Microsoft created as part of its BI (Business Intelligence) toolset. Other tools include Excel, SQL, SharePoint, and various reporting services. Power BI Desktop is an analysis and reporting tool designed to connect to data, transform it, analyse it, and then create an output referred to as a visualization.

With Power BI Desktop, you can connect to multiple data sources, use queries, filters, and calculations to build a view of the data (shaping, transforming, or modelling). You can then use the model to create output in the form of reports. The reports can be published to Power BI in Office 365 if appropriate. Technology is also in place, and we can create interactive dashboards.

Power BI Desktop files have a .pbix extension and you can share Power BI Desktop files like you would any other file.

tool

The Power BI ecosystem

consists of several components that work together to provide a complete business intelligence solution. Some of the key components of the Power BI ecosystem include:

  1. Power BI Desktop – a Windows application installed on PC that allows users to create powerful visualisations and reports.
  2. Power BI Service – a cloud-based service that allows users to publish, share and collaborate on Power BI reports and create dashboards.
  3. Power BI Mobile – mobile applications for iOS, Android and Windows. This allows users to access and interact with Power BI reports on the go.
  4. Power BI Embedded – we can use a system of REST APIs to display visualizations, reports, and dashboards within custom applications.
  5. Data Gateway – a bridge that allows cloud-based Power BI services to access on-premise data sources, ensuring that data is always up-to-date. The Data Gateway allow users to schedule data source refresh.
  6. Power BI Report Server – an on-premise reporting solution for businesses that want to keep their data behind the firewall.

Conclusion

The Power BI ecosystem was designed to provide organizations with a complete business intelligence solution. It ranges from data preparation, cleaning, structuring, to analysis and sharing insights with others. With its ease of use and powerful features, Power BI is becoming an increasingly popular choice for businesses looking to make data-driven decisions.