Mastering Cell Formatting in Excel: Numbers, Text, Currency, and Dates

Rashmi Mishra

 


Cell Formatting in MS Excel

 (Number, Text, Currency, Date)

Cell formatting in Microsoft Excel is an essential skill that allows users to display data in a more readable, consistent, and professional manner. Different types of data (such as numbers, text, currency, or dates) can be formatted in a variety of ways to enhance the clarity and visual appeal of the spreadsheet. Below is a detailed explanation of how to format cells in Excel for different types of data.

1. Number Formatting

Number formatting helps you present numeric data in a readable format, and Excel provides several built-in number formats.

Steps to Format Numbers:

1.   Select the Cells to Format: Highlight the cells that contain numbers you want to format.

2.   Open Format Cells Dialog Box:

o    Right-click on the selected cells and click on Format Cells.

o    Or, go to the Home tab and in the Number group, click the small arrow in the bottom-right corner.

3.   Choose the Desired Format: Under the Number tab, you will see different number formats such as:

o    General: The default format where numbers are displayed as entered.

o    Number: Allows you to set the number of decimal places, whether to use a thousands separator (comma), and how negative numbers are displayed.

o    Currency: Displays numbers with a currency symbol.

o    Accounting: Similar to Currency but aligns the currency symbol to the left of the cell.

o    Scientific: Displays numbers in scientific notation (e.g., 1.23E+5 for 123,000).

o    Percentage: Converts the number to a percentage (multiplies the value by 100 and adds the % symbol).

Example of Number Formatting:

  • 1000 can be formatted as:
    • Number: 1,000.00 (with two decimal places).
    • Currency: $1,000.00.
    • Percentage: 100,000%.

2. Text Formatting

Text formatting is useful when you need to display data as plain text, such as names, addresses, or other non-numeric entries.

Steps to Format as Text:

1.   Select the Cells to Format: Highlight the cells with text data.

2.   Open Format Cells Dialog Box:

o    Right-click and choose Format Cells.

o    Or, go to the Home tab and select the Text option in the Number group.

3.   Choose the Text Format: Select the Text category, which ensures that whatever is entered into the cell will be treated as text, even if numbers are entered.

Example of Text Formatting:

  • Entering 12345 in a cell formatted as Text will display as 12345 rather than interpreting it as a number.

3. Currency Formatting

Currency formatting is used to display monetary values with a specific currency symbol, such as dollars, euros, or yen.

Steps to Format Currency:

1.   Select the Cells to Format: Highlight the cells containing monetary values.

2.   Open Format Cells Dialog Box:

o    Right-click and select Format Cells.

o    Or, in the Home tab, click the Currency dropdown in the Number group.

3.   Choose Currency Format: In the Format Cells dialog box, select Currency or Accounting.

o    The Currency format allows you to select the currency symbol (e.g., $, €, £) and the number of decimal places.

o    The Accounting format displays the currency symbol aligned to the left of the cell, which can be useful for financial statements.

Example of Currency Formatting:

  • 1000 can be displayed as:
    • Currency: $1,000.00 (with two decimal places).
    • Accounting: $1,000.00 (with the currency symbol aligned to the left).

4. Date Formatting

Date formatting is essential when working with dates and times in Excel. Excel recognizes dates in a specific serial number format, but the display can be customized according to your needs.

Steps to Format Dates:

1.   Select the Cells to Format: Highlight the cells that contain date values.

2.   Open Format Cells Dialog Box:

o    Right-click and choose Format Cells.

o    Or, in the Home tab, click the Date dropdown in the Number group.

3.   Choose Date Format: Under the Date category in the Format Cells dialog box, you can select from various date formats:

o    Short Date: A simple date format like 12/16/2024.

o    Long Date: A more detailed date format like Monday, December 16, 2024.

o    Custom Date Formats: You can create custom date formats, such as dd/mm/yyyy or mm-dd-yyyy, depending on your regional preference.

Example of Date Formatting:

  • 12/16/2024 can be formatted as:
    • Short Date: 12/16/2024.
    • Long Date: Monday, December 16, 2024.
    • Custom: 16-Dec-2024.

Additional Formatting Options

  • Number of Decimal Places: You can control the number of decimal places displayed for numeric values by adjusting the Decimal Places option in the Number format.
  • Thousands Separator: The Use 1000 Separator (,) option can be selected for large numbers to make them more readable (e.g., 1,000,000).
  • Negative Numbers: Excel allows different ways of displaying negative numbers. You can choose from a variety of formats such as Red text, Parentheses, or Negative sign.
  • Text Alignment: Text can be aligned to the left, center, or right of the cell, and numbers can be aligned similarly.
  • Font Formatting: Excel allows you to change the font, size, style (bold, italic, underline), and color to highlight important data.

Conclusion

Cell formatting in Excel allows you to present your data in a way that improves readability, organization, and professionalism. Whether you're dealing with numbers, text, currencies, or dates, understanding how to properly format cells will enhance the effectiveness of your spreadsheets. Always choose the appropriate format based on the type of data you're working with and the level of detail you need to display.

Assignments

Assignment 1: Basic Number Formatting

Objective:

Learn how to format numbers in different ways.

Instructions:

1.   Open a new Excel workbook.

2.   Enter the following numbers in cells A1 to A5:

o    1234567.89

o    9876.5432

o    10000

o    0.001

o    -2000

3.   Format the cells as follows:

o    Cell A1: Format as a Number with 2 decimal places and use the thousands separator.

o    Cell A2: Format as a Currency with a dollar sign and 2 decimal places.

o    Cell A3: Format as Percentage with no decimal places.

o    Cell A4: Format as Scientific with 2 decimal places.

o    Cell A5: Format as Number with negative numbers shown in red and in parentheses.

Expected Outcome:

  • The cells should display the numbers in the specified formats.

Assignment 2: Text Formatting

Objective:

Understand how to format text data in Excel.

Instructions:

1.   Open a new Excel workbook.

2.   Enter the following data in cells A1 to A5:

o    John Doe

o    jane_smith

o    Mary-Ann O'Conner

o    "1234"

o    hello123

3.   Format the following cells as Text:

o    Cell A1: Format the name as Text and make it bold and italics.

o    Cell A2: Format as Text and apply a blue color.

o    Cell A3: Format as Text and underline the text.

o    Cell A4: Format as Text and change the font size to 14.

o    Cell A5: Format as Text and center-align the text within the cell.

Expected Outcome:

  • The text should be displayed as per the formatting instructions.

Assignment 3: Currency Formatting

Objective:

Apply currency formatting to represent monetary values.

Instructions:

1.   Open a new Excel workbook.

2.   Enter the following monetary values in cells A1 to A5:

o    15000

o    3000.5

o    1000000

o    -250

o    50.75

3.   Format the cells as follows:

o    Cell A1: Format as Currency with a $ symbol and 2 decimal places.

o    Cell A2: Format as Currency with a € symbol and 1 decimal place.

o    Cell A3: Format as Accounting with a $ symbol and 2 decimal places.

o    Cell A4: Format as Currency with a $ symbol and 0 decimal places, and ensure negative values appear in red with parentheses.

o    Cell A5: Format as Currency with a ₹ symbol and 2 decimal places.

Expected Outcome:

  • Each cell will display a currency symbol with the appropriate number of decimal places and formatting.

Assignment 4: Date Formatting

Objective:

Learn how to format dates in various formats.

Instructions:

1.   Open a new Excel workbook.

2.   Enter the following dates in cells A1 to A5:

o    01/15/2024

o    12/25/2024

o    08/31/2024

o    03/05/2024

o    10/12/2024

3.   Format the dates as follows:

o    Cell A1: Format as Short Date (MM/DD/YYYY).

o    Cell A2: Format as Long Date (e.g., Monday, December 25, 2024).

o    Cell A3: Format as Custom to display the date as dd-mm-yyyy.

o    Cell A4: Format as Custom to display the date as mmmm dd, yyyy.

o    Cell A5: Format as Date in the International format (YYYY-MM-DD).

Expected Outcome:

  • The dates should display according to the specified format, showing variations in short, long, and custom date formats.

Assignment 5: Mix of Number, Text, Currency, and Date Formatting

Objective:

Combine different types of formatting in one worksheet.

Instructions:

1.   Open a new Excel workbook.

2.   Enter the following data:

o    A1: 1234567.89 (Number)

o    A2: John Doe (Text)

o    A3: 1000 (Currency)

o    A4: 15/12/2024 (Date)

o    A5: 0.25 (Percentage)

3.   Format the cells as follows:

o    Cell A1: Format as Number with 2 decimal places and a thousands separator.

o    Cell A2: Format as Text and center-align the text.

o    Cell A3: Format as Currency with the $ symbol and 2 decimal places.

o    Cell A4: Format as Short Date (MM/DD/YYYY).

o    Cell A5: Format as Percentage with 1 decimal place.

Expected Outcome:

  • Each cell should display the data in the specified format, combining number, text, currency, and date formats in one sheet.

Assignment 6: Custom Formatting Exercise

Objective:

Learn how to use custom number formats in Excel.

Instructions:

1.   Open a new Excel workbook.

2.   Enter the following values in cells A1 to A4:

o    12345

o    67890

o    1234567

o    -9876

3.   Format the cells as follows:

o    Cell A1: Create a custom format to display the number as * 12345 * (with asterisks on both sides).

o    Cell A2: Create a custom format to display the number as ###-###-### (formatted like a phone number).

o    Cell A3: Create a custom format that displays the number with a leading zero (e.g., 01234567).

o    Cell A4: Create a custom format that shows negative numbers in red and surrounded by brackets (e.g., (9,876)).

Expected Outcome:

  • Custom number formats should be applied to display the values as per the given instructions.

Assignment 7: Advanced Number Formatting with Decimal Places

Objective:

Master advanced number formatting, including decimal precision and thousands separators.

Instructions:

1.   Open a new Excel workbook.

2.   Enter the following numbers in cells A1 to A5:

o    2500.567

o    1000000

o    123.1234

o    987654.321

o    4587.99

3.   Format the cells as follows:

o    Cell A1: Format as Number with 3 decimal places and use the thousands separator.

o    Cell A2: Format as Currency with the $ symbol and no decimal places.

o    Cell A3: Format as Number with 4 decimal places.

o    Cell A4: Format as Accounting with the $ symbol and 2 decimal places.

o    Cell A5: Format as Currency with the € symbol and 2 decimal places, and use a red color for negative values.

Expected Outcome:

  • The numbers should appear with the appropriate decimal places, symbols, and separators.

Assignment 8: Text Formatting with Capitalization and Alignment

Objective:

Understand how to format text with alignment and capitalization options.

Instructions:

1.   Open a new Excel workbook.

2.   Enter the following text data in cells A1 to A5:

o    mary

o    John Doe

o    james_smith

o    Hello world!

o    excel101

3.   Format the cells as follows:

o    Cell A1: Convert the text to uppercase and center-align the text.

o    Cell A2: Change the text to capitalize each word and left-align.

o    Cell A3: Convert the text to lowercase and apply right-alignment.

o    Cell A4: Apply bold and italicize the text, then center-align it.

o    Cell A5: Bold the text and add a fill color to the cell.

Expected Outcome:

  • The text should appear as per the formatting requirements, with proper alignment and capitalization changes.

Assignment 9: Date Formatting for Various International Standards

Objective:

Learn to format dates in various international formats.

Instructions:

1.   Open a new Excel workbook.

2.   Enter the following dates in cells A1 to A5:

o    04/01/2024 (MM/DD/YYYY)

o    15/01/2024 (DD/MM/YYYY)

o    2024/01/04 (YYYY/MM/DD)

o    2024-01-01

o    January 5, 2024

3.   Format the cells as follows:

o    Cell A1: Format as MM/DD/YYYY.

o    Cell A2: Format as DD/MM/YYYY.

o    Cell A3: Format as YYYY/MM/DD.

o    Cell A4: Format as Custom Date Format with dd-mmm-yyyy (e.g., 01-Jan-2024).

o    Cell A5: Format as Long Date, including the full weekday name (e.g., Friday, January 5, 2024).

Expected Outcome:

  • The dates should be displayed in various formats as per the given instructions.

Assignment 10: Time Formatting

Objective:

Practice formatting time data and adjusting for different time formats.

Instructions:

1.   Open a new Excel workbook.

2.   Enter the following times in cells A1 to A5:

o    12:45 PM

o    7:30 AM

o    3:00 PM

o    10:15 AM

o    6:00 PM

3.   Format the cells as follows:

o    Cell A1: Format as Short Time (HH:MM AM/PM).

o    Cell A2: Format as 24-Hour Time (HH:MM).

o    Cell A3: Format as Custom with the format hh:mm:ss AM/PM.

o    Cell A4: Format as Custom with the format hh:mm:ss (24-hour time).

o    Cell A5: Format as Time with hours and minutes only (e.g., 18:00).

Expected Outcome:

  • Each cell should display the time in the required format with correct AM/PM or 24-hour time format.

Assignment 11: Combining Date and Time Formatting

Objective:

Learn to combine date and time formatting to display both together.

Instructions:

1.   Open a new Excel workbook.

2.   Enter the following data in cells A1 to A5:

o    01/15/2024 12:00 PM

o    03/25/2024 05:30 AM

o    06/05/2024 03:45 PM

o    12/31/2024 11:00 PM

o    08/22/2024 08:00 AM

3.   Format the cells as follows:

o    Cell A1: Format as Date and Time with Custom format (MM/DD/YYYY hh:mm AM/PM).

o    Cell A2: Format as Long Date and Short Time.

o    Cell A3: Format as Custom with the format yyyy-mm-dd hh:mm:ss.

o    Cell A4: Format as Date and Time with full weekday and time.

o    Cell A5: Format as Custom to show dddd, mmmm dd, yyyy h:mm AM/PM.

Expected Outcome:

  • The data should display as a combination of date and time, with correct formatting as per the specified requirements.

Assignment 12: Advanced Currency Formatting

Objective:

Learn advanced formatting for currency, including negative values, and customizing symbols.

Instructions:

1.   Open a new Excel workbook.

2.   Enter the following values in cells A1 to A5:

o    1567.99

o    -45.78

o    7890

o    -1011

o    275.50

3.   Format the cells as follows:

o    Cell A1: Format as Currency with the $ symbol and 2 decimal places.

o    Cell A2: Format as Currency with the € symbol and 2 decimal places, and ensure negative values are shown in red.

o    Cell A3: Format as Currency with the $ symbol and display negative numbers in parentheses.

o    Cell A4: Format as Accounting with the $ symbol and display negative numbers in parentheses.

o    Cell A5: Format as Currency with the ₹ symbol and 2 decimal places, and ensure positive values have a green background.

Expected Outcome:

  • Each currency value should display with the appropriate formatting and color handling for negative values.

Assignment 13: Text Data Analysis Using Formatting

Objective:

Apply text formatting to analyze and display structured data.

Instructions:

1.   Open a new Excel workbook.

2.   Enter the following data in cells A1 to A5:

o    Apple

o    Orange

o    Banana

o    Strawberry

o    Pineapple

3.   Format the cells as follows:

o    Cell A1: Format as Text and apply a bold font with yellow fill.

o    Cell A2: Format as Text and apply italicization with a green font color.

o    Cell A3: Format as Text, set the font to red and apply underline.

o    Cell A4: Format as Text with blue font and center-align.

o    Cell A5: Format as Text and apply strikethrough with font size 14.

Expected Outcome:

  • The text should be formatted according to the specifications, showing different text properties like font color, alignment, and style.

 

Conclusion:

These assignments provide a comprehensive way to practice and understand various cell formatting options in MS Excel, including number, text, currency, and date formats.