Excel Beginner Skills – Excel Applied Aesthetics-Cell Formatting (007)

Discover How To Utilized Excel Cell Formatting Capabilities to Get The Result You’re Seeking

Welcome back, Excel enthusiasts, to another enlightening episode of our Introduction to Excel Series! Today, in video #007, we’re diving deep into the realm of Excel’s Cell Formatting function and its transformative power in crafting insightful worksheets.

We kick off our journey with a QuickBooks Profit & Loss Statement from a fictional company, delivered in the humble form of a Comma-Separated Value (CSV) file. But fear not, as we unleash the Font, Border, Fill, and Alignment functionalities of Excel, watch as we breathe life into this basic CSV document, sculpting it into a logical, well-formatted masterpiece fit for any discerning business owner.

Now, let’s outline our journey through the intricacies of Excel Cell Formatting:

1) We’ll kick things off with an introduction to Excel’s Cell Formatting functionality.
2) Next, we’ll dissect the structure of the CSV file imported from QuickBooks, setting the stage for our formatting magic.
3) Creating space on our worksheet for our report, we’ll add rows and columns with finesse.
4) Delve deeper into the anatomy of a QuickBooks Profit & Loss statement, unraveling its structure.
5) Unlock Excel’s Cell Formatting dialog (Control !) and explore its myriad options, including Number, Alignment, Font, Border & Fill.
6) Enhance clarity with report headers, showcasing font manipulation like increasing font size, bold, and italicization.
7) Master Excel’s alignment functionality to elegantly indent report groups for better readability.
8) Harness Excel’s Cell Border and Bold Font capabilities to elevate the readability of our reports.
9) Revolutionize date display using Excel’s Number Formats.
10) Navigate currency presentation with Excel’s Number Formats.
11) Verify totals by adding our own subtotals to our CSV report.
12) Compute Gross Margin using Excel’s percent number format.
13) Infuse Operating Expense and Income/(Loss) calculations, along with Operating Margin and Return on Sales metrics.
14) Gain invaluable insights into our fictitious company’s performance using common P&L metrics.
15) Calculate expense categories as a percentage of Net Revenue.
16) Streamline report review with the Freeze Pane function.
17) Embrace Excel Fill Formatting to breathe life into our Profit & Loss Statement.
18) Finally, wield Excel’s Print functions to craft polished reports ready for presentation.

So buckle up, folks, as we embark on this exhilarating journey of Excel wizardry!

YouTube Video — Profitwyse Academy | Introduction to Excel Applied Aesthetics —  Cell Formatting

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About the Author
About the Author
Chase Morrison  provides CFO services, utilizing Profitwyse’s 3D Growth Platform™, enabling his business owner clients to more readily achieve their goals for wealth creation and family legacy.  Contact him today to learn how your business can hit the accelerator using Profitwyse’s proven platform.

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