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A Guide for Marketers: Table Formatting In Excel | Pro Tips

A table is a data format used to display data in rows and columns. When marketers use tables, they’re able to present data more effectively than with other formats, like text. Marketers can use tables to help customers make decisions and compare products, for example.

In this blog, we will tell you everything you need to know about table formatting in Excel – how to remove table formatting in Excel, what conditional formats are and when to use them, and how you can customize table formatting.

What is table formatting in Excel?

Table formatting in Excel is a useful feature for marketers. It allows you to organize data recorded on a spreadsheet and separate the numbers to show which results belong to which topic. It also lets you add custom table formats such as headers, footers, and data bars.

Default styles are applied when using table formatting, but you can customize the style to align with your document’s vision. This will help improve the readability of your spreadsheet.

To sort data in Excel by multiple columns, highlight the worksheet and do either a sort or custom sort. This will help you quickly identify the data that you want to focus on.

To summarize data in Excel, build a pivot table. A pivot table makes it easy to summarize large amounts of data in a single view. Besides, it enables you to easily analyze and evaluate data visually and concisely.

These are some of the tips for marketers who use table formatting in Excel.

How to remove table formatting in Excel

To clear the formatting of a data set on an Excel spreadsheet, you can highlight the columns you’d like to clear, use the Shift key to drag and drop the columns to the desired space or use the “Clear” option under “Formatting” in the menu.

To remove any duplicates, use the “Remove Duplicates” option under “Tools.” This will remove any duplicate rows or values within a cell.

Filtering in Excel is easy. Simply select the worksheet or columns you’d like to filter, and then select the “Filter” drop-down. This will allow you to select whether you’d like to apply a filter for rows or values. Once you have selected your options, your table will be filtered as per your choice.

To print a table, use the “Convert to Range” option under “Tools.” This will maintain style but not any of the functionality of a table.

1. Find an Excel document to edit

To remove table formatting in Excel, highlight the data set and use the Shift key to drag and drop the columns to the desired space. Alternatively, you can use Table Formatting options to modify the tabular data, such as changing the alignment of the columns or rows or changing their color or font.

To reorder fields in a spreadsheet, highlight the columns and use the Shift key to drag and drop them. If necessary, you can also use Sorting options to sort by multiple columns simultaneously.

Additionally, excel offers various tools to filter and analyze data using various criteria, such as sorting data by a certain column or checking for duplicates. For example, you can apply criteria to all the data at once or one by one.

Alternatively, you can also edit your spreadsheet to remove table formatting. To do so, highlight the table and do a sort or custom sort. You can also use the fill handle of a selected cell to remove table formatting from that cell.

Overall, it’s vital for marketers to know how to remove table formatting in Excel if they want their data presented in an efficient and easy-to-understand format.

2. Navigate to a table on the spreadsheet

If you are looking to customize a table in your spreadsheet, one way to do so is by removing table formatting. You can easily remove table formatting from a table by navigating to the table and selecting a cell that is part of the table.

To access the “Table Styles” section in Excel, click on the “More” button in the Table Styles dialog box and then select the worksheet or columns you want to filter.

From here, you can choose to modify table formattings such as color or alignment. Make sure to select all worksheet cells that are part of the table.

3. Access the “Design” tab

To remove table formatting in Excel, select a cell that is part of the table you want to customize and open the “Design” tab. In the “Design” tab, access the “Table Styles” section to change the formatting.

To customize the table, click on the “More” button to expand the window and choose different table styles. If you want to reorder columns or fields, use the Shift key to drag and drop them into the space you want.

To filter a worksheet or columns, select the filter drop-down. When you are finished changing table formatting in Excel, save your work by clicking on the “Close” button at the bottom of the page.

4. Click the icon for “More” options

If you want to reorder fields in a table in Excel, you can use the “Shift” key to drag and drop columns. The Table Formatting option allows users to modify tabular data with various options, such as changing the alignment, number of rows or columns, data format, and so on.

For example, you can align data with the Alignment option or change the number of rows or columns with the Rows and Columns options. You can also duplicate a column and remove duplicates with the Remove Duplicates option.

To print a table without filtered headers, use the Convert to Range option. This will force all headers to be printed without filtering them first. If you want to show only certain headers in your table, use the Headers Only option.

5. Press “Clear”

To remove table formatting in Excel, you can press “Clear” at the bottom of the window. By pressing “Clear,” the style that Excel places on your data set will be removed, allowing you to add a new style. After pressing “Clear,” you have the freedom to add a new style or format to your data set.

To reorder fields or columns in Excel, highlight the columns, then use the “Shift” key to drag and drop the columns to the space you want. The clipboard group on the left side of the font tab can be used to paste text into Excel.

How to change the table formatting in Excel

Step 1: Highlight the table in the spreadsheet.

Step 2: Use the Shift key to drag and drop columns to the desired space. This step personalizes the color of the data set on the spreadsheet without compromising the structure of the table.

Step 3: Reorder the fields in the table by selecting a column and using your mouse to shift it to its desired position. This step also clears formatting of a data set by following the steps outlined in the search results.

Step 4: Use various options to modify table formatting in Excel. These options include changing font styles, font sizes, borders, fill colors, and other features. You can personalize these features as per your requirements.

1. Highlight the cells you want to change

You can highlight multiple cells that belong to the same table by selecting the cell and pressing “Table Tools” and “Design” tab. With this feature, you can select multiple cells that belong to the same table and highlight them. This can be useful for highlighting data from a table in your spreadsheet.

You can also use the “Split Text into Columns” feature to split text into separate columns. To do this, highlight the text you want to split and right-click on it, then select “Split Text to Columns.” You can then choose how many columns you want to split the text into and set their formatting preferences. For example, if you have a list of items in your table, you can set up each item’s description in a separate column.

Besides changing table formatting, you can also change its default style to align with your document’s design. This will ensure that all data looks consistent with each other no matter what type of formatting you use. So when highlighting data from a table in your spreadsheet, make sure it is highlighted in the correct format so it is easy to read and understand.

2. Pick a design you like

If you are looking to customize the table formatting in Excel, there are a few options available. First, you can create your own table style by selecting “New Table Style” from the bottom of the window. This option will allow you to modify various aspects of your table formatting, such as font, color, and alignment.

Next, check the box that reads “Set as default table style for this document” to make the design the default option for your spreadsheet. This will ensure that this format is used whenever you open a new spreadsheet with this particular layout. However, it will only be the default in that specific file; other files must be manually selected before you can use this design.

If you want more flexibility when it comes to table formatting, consider using a data visualization tool such as Tableau or Qlik . These tools allow you to easily create visually engaging analyses of data, which can help communicate key insights in a compelling way.

3. Access the design preview

To access the formatting options for a table in Excel, you must access the “Table Styles” section of the worksheet. To do so, open the worksheet and click on the “Tables” tab. Next, select the “Styles” option from the drop-down menu. This will open a window with several table formatting options.

The “New Table Style” option at the bottom of this window allows you to create a new table style to suit your needs. Use this option to change the appearance of your table from within Excel. If you want more control over how your table looks, you can create a Pivot Table to organize your data in a spreadsheet.

How to customize table formatting in Excel

To customize table formatting in Excel, first you have to select a default style. Different styles allow you to customize the appearance of your table. For example, you can choose from default, row, or column styles.

After selecting a default style, you can adjust the appearance of your table by changing colors and other formatting elements.

In addition, you can create your own customized style using one of the many available styles in Excel. Once you’ve selected a style, you can adjust its settings to suit your needs.

You can also keep the formatting of the table but change its appearance on the spreadsheet. This allows you to customize table formatting without affecting data cells or other elements.

When customizing table formatting in Excel, it’s important to follow the guidelines provided by Microsoft for Mac users and use similar principles for PC users. By following these simple steps, you can customize table formatting in Excel without difficulty.

1. Choose a section on the worksheet

When formatting data in a table in Excel, you have several options for customizing the table format. One option is to select a default table style to use when formatting your data. Another option is to customize the table format by changing the way individual columns are formatted within the table. You can change the alignment of individual columns, add borders or shadows to clearly define each column, or change the font and color of individual data cells. Additionally, you can highlight an entire worksheet to ensure you are sorting data by multiple columns. By using table formatting in Excel, you can organize your data into a table and visually display data in a concise and organized way.

2. Click on “New Table Style”

You can customize table formatting in Excel by clicking on “New Table Style” located at the bottom of the window. By selecting this option, a dialog window will appear that allows you to change the look of your table format. This Table Formatting in Excel will provide you with various options such as modifying the tabular data or adding a creative element to the worksheet. You can also alter the appearance of the table by accessing design tools within the application. If you are looking for more help setting up table formatting in Excel, learn how to remove, change, and customize table styles of a range of cells on Excel.

3. Name the customized style

Creating your own custom table formatting style is a great way to make tables easier to read and understand. It allows you to quickly format the data in a table with a few clicks, making it easier for you to quickly view data or analyze trends.

Tables in excel are useful for displaying data clearly and concisely and can be used in a range of different settings, from presentations to reports to databases. They allow users to filter and sort data automatically, which can save time and reduce the risk of making mistakes when analyzing data.

Besides, tables add other features such as automatic filtering buttons. These buttons make it easier for users to quickly find specific sections of the table and make quick decisions based on the information displayed in them.

4. Change the formatting to your liking

You can create a customized table format by choosing “New Table Style” under the “Format as Table” drop-down menu. Excel allows you to customize the tabular data with various options available in the “Table Formatting” option.

For example, you can select different border colors to keep with your branding. Additionally, you can select different table heading fonts and font sizes to highlight key data in your table. To make data easier to read, use vertical alignment or bold formatting options. You can also highlight specific cells and add metadata such as titles and headers for easy organization of your data. Tables offer a combination of style and functionality, such as automatic filtering buttons. They are an ideal way to present data visually in a concise and concise manner.

5. Preview the changes on the spreadsheet

To preview the changes on the spreadsheet, you can hover over the table in the “Table Styles” section of Excel. The spreadsheet will highlight the table formatting options available for your selection. You can change the appearance of the table by accessing the design tools within Excel. To review the changes, click on More to expand the window and display additional formatting options. You can also create your own table style in Excel if you want to customize the look of your data. This is a useful feature if you regularly work with different types of tables or data.

6. Set the new style as the default table format

If you want to set a new style as the default table format in Excel, it’s easily done. Just check the box that reads “Set as default table style for this document” before exiting out of the table formatting dialog window. Alternatively, if you want to create your own table format, click on the option that reads “New Table Style”. This will open a dialog window where you can change the appearance of your new table format. You can modify the data displayed in your table by changing row and column colors, adding borders and labels, and more.

Table Formatting in Excel allows you to easily manipulate tabular data in Excel with various options. Whether you’re working with numeric or text data, excel formatting is an essential tool for making data easy to read and understand.

When to use conditional formatting

Conditional formatting can be used to track month-over-month marketing statistics, highlight link-building opportunities by difficulty, or color-code content calendars.

You can use conditional formatting to monitor inventory levels, highlight top-selling products, keep track of incomplete tasks, and more.

Conditional formatting can also be used to identify trends in data, find exceptions and anomalies, and highlight important pieces of data.

Advanced types of conditional formatting can be achieved by combining Excel formulas with built-in conditions. This allows you to set up conditional formatting rules based on any type of data.

For example, you could create a conditional formatting rule that highlights deviations from the average value in green colors. With this tool, marketers can easily analyze data and make informed decisions.

Why use conditional formatting?

Conditional formatting is a useful tool for marketers to highlight key information quickly and visually. Through conditional formatting, you can set conditions or rules for a cell or cell range, for example, highlight numeric values “greater than” a certain amount. You can also set criteria such as numbers over and under a certain value, duplicates, or the top and bottom 10% of figures.

This can help you easily visualize month-over-month statistics or highlight link-building opportunities by difficulty. The various formatting options allow you to customize your conditional formatting to match your needs.

Depending on the type of data you have, conditional formatting can be an effective way to highlight important data and make it easier to absorb. Consider using conditional formatting when a data point seems important but isn’t easy to spot amid other data points.

Another important consideration is that conditional formatting doesn’t do anything special to the underlying data; it’s just making it easier to see and understand through color coding or other markers. Thus, be sure that your data is accurate before using conditional formatting.

How to use conditional formatting

– Using conditional formatting in Excel, marketers can easily highlight cells with specific values in a spreadsheet. This feature allows for easy data analysis and reporting.

– Built-in conditions include highlighting cells, establishing top/bottom rules, and others. These conditions help marketers identify any outliers in their data quickly so they can focus on maintaining a clear picture of the data.

– Custom conditions can be created by combining Excel formulas with built-in conditions. This provides marketers with more flexibility to set up conditional formatting to suit their unique needs.

– Conditional formatting is easy to monitor, review, and approve changes made in Google Sheets. By using conditional formatting in a spreadsheet, marketers can easily identify and highlight important information without compromising the overall look of the spreadsheet.

Icon sets

Icon sets are a useful tool for visualizing data in Excel. Icon sets allow you to compare values in a range or group of cells, such as showing the highest, lowest, or average value. You can use icon sets to easily identify trends or changes in your data set.Icon sets can be applied to almost any type of data and are especially helpful when data includes values with discrete categories.

Icon sets are typically organized into categories that highlight common patterns, such as data about gender or age groups. You can set different levels of values for icon sets, such as 3, 4, or 5, depending on the data range. This allows you to highlight only a subset of values in a range. Additionally, you can use formulae to assign icon sets to cells. This can be useful if you have defined rules for how you want an icon set assigned to cells, such as the IF formula.

Data bars

Data bars are a feature of Excel that allow you to visualize and compare data quickly and easily. To use data bars, highlight the cells you want to format in your data set. After highlighting the cells, select the type of data bar from the Table Tools tab. You can change the color or size of data bars to show higher or lower values.

For example, data bars can be set to show values above or below a certain threshold. You can also use the query function to sort and filter large data sets. Data bars are a convenient way to quickly analyze large data sets and gain insight into how it varies across different variables.

Top/bottom rules

Conditional formatting in Excel allows users to format data following a set of built-in or customized conditions. These conditions or rules can be applied to a cell or cell range, which can include columns. Top/bottom rules can be used to identify the highest and lowest values in a data range. These rules can be combined with Excel formulas to create custom conditions.

Top/bottom rules can be used to identify the top and bottom 10% of figures in a dataset. They serve as quick way to highlight important data points in a table. By using top and bottom rules, marketers can quickly identify the most valuable data points in their reports, charts, or tables.

Frequently Asked Questions

What is the best way to format a table in Excel?

Formatting table data in Excel is a great way to make your data easy to read and organize. There are a variety of formatting options you can use to make your table look the way you want it to. Some of these include:
– You can organize data into tables to separate which results belong to which topic. This can be helpful if you have data that needs to be divided into different sections, like prices, profits, etc.
– You can use a Pivot Table to summarize data in Excel. A pivot table is a wonderful tool that allows you to see relationships between different columns of data in your table. This can be a great way to compare and contrast data, or to find trends in your data set.
– You can use multiple-column sorting to organize data in Excel. This is an effective way to make your data easier to read and understand. By default, excel sorts data from the lowest number to the highest number, but you can also sort data by alphabetical order, or by any other specific criteria that you may need.
– You can customize the style to align with your vision for your document. This means that you can change the font, color, and alignment of data in your table without having to worry about making any changes

What are some common table formats that are used in marketing?

There are a few common table formats that are used in marketing studies. Demographic Characteristics Tables, Factor Analysis Tables, Analysis of Variance Tables, and Regression Tables are all commonly used in marketing research.
Microsoft Excel’s Table Formatting feature is used to make data more useful. Charting capabilities in Excel can be used to create bar, column, pie, or line graphs to visualize data. Selecting the necessary data to analyze is an important step when creating a pivot table to analyze marketing campaigns. Utilizing data tables can be a great way to slice and dice data to find actionable insights.

What are some general tips for formatting a table in Excel?

To format a table in Excel, follow these simple steps:
1. Create a new table style by clicking “New Table Style” at the bottom of the window.
2. Change the table layout by altering its appearance on the spreadsheet. You can change the table’s border, font, and cell border color, among other things.
3. Utilize data cleaning to ensure accurate data formatting. For example, you may want to remove extra space between data cells, or adjust the number of decimal points displayed.
4. Utilize features that allow you to keep the formatting of the table but change its appearance. For instance, you can change the table’s font to something more legible, or alter its colors to match your design scheme.
5. Utilize features such as the Table Formatting in Excel that allow you to modify the tabular data. This is especially helpful if you need to hide certain data elements from view, or if you’d like to add special formatting to certain cells.


By now, you must be wondering what table formatting in Excel really is and how to use it to your advantage. We understand that marketers need more than just a guide for table formatting. With that in mind, we hope this article has given you the basics of creating table formatting in Excel and using conditional formatting to help you set up table styles effectively. If you want to learn more about conditional formatting, we suggest creating an icon set or learning data bars first.

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