Design Tab In Excel For Mac
Use Excel's Table command to convert a list of data into a named Excel Table. These tables have useful features, like sorting and filtering, to help organize and view data.
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What is an Excel Table?
In Excel 2007, and later versions, you can use the Table command to convert a list of data into a formatted Excel Table. Tables have many features, such as sorting and filtering, that will help you organize and view your data.
An Excel Table makes an excellent source for a pivot table, so you should use this feature if you plan to create a Pivot Table from the data.
Preparing Your Data
Before you create the formatted Excel Table, follow these guidelines for organizing your data.
- The data should be organized in rows and columns, with each row containing information about one record, such as a sales order, or inventory transaction.
- In the first row of the list, each column should contain a short, descriptive and unique heading.
- Each column in the list should contain one type of data, such as dates, currency, or text.
- Each row in the list should contain the details for one record, such as a sales order. If possible, include a unique identifier for each row, such as an order number.
- The list should have no blank rows within it, and no completely blank columns.
- The list should be separated from any other data on the worksheet, with at least one blank row and one blank column between the list and the other data.
Create an Excel Table
To see the steps in creating an Excel Table, please watch this short video tutorial. The written instructions are below the video.
Creating an Excel Table
After your data is organized, as described above, you're ready to create the formatted Table.
- Select a cell in the list of data that you prepared.
- On the Ribbon, click the Insert tab.
- In the Tables group, click the Table command.
- In the Create Table dialog box, the range for your data should automatically appear, and the My table has headers option is checked. If necessary, you can adjust the range, and check box.
- Click OK to accept these settings.
Sort and Filter the Data
Your list is now an Excel Table, and is automatically formatted with a default Table Style, which you can change.
The heading cells have drop down arrows that you can use to sort or filter the data.
Rename an Excel Table
When it is created, an Excel table is given a default name, such as Table 3. You should change the name to something meaningful, so it will be easier to work with the table later.
To change the table name:
- Select any cell in the table
- On the Ribbon, under the Table Tools tab, click the Design tab.
- At the far left of the Ribbon, click in the Table name box, to select the existing name
- Then, type a new name, such as Orders, and press the Enter key
Video: Create Excel Table With Specific Style
When you create a table you can apply a specific style from the Table Style options, instead of using the default style. Then, when you are applying that style, click the option to remove any current cell formatting from the data range.
Watch this video to see the steps, and the written instructions are below the video
Create an Excel Table With Specific Style
When you create a table with the Table command on the Ribbon's Insert tab, the table retains any formatting that it currently has, and the default Table Style is applied.
If you want to apply a specific table style when creating an Excel Table:
- Select a cell in the list of data that you prepared.
- On the Ribbon, click the Home tab.
- In the Styles group, click Format as Table
- Click on the Style that you want to use
OR, to apply a Style and remove any existing formatting, right-click on a Style, and click Apply and Clear Formatting
- In the Create Table dialog box, the range for your data should automatically appear, and the My table has headers option is checked. If necessary, you can adjust the range, and check box.
- Click OK to accept these settings.
A formatted Excel Table is created, with the selected Table Style.
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Show Totals in a Table
After you create an Excel table, it's easy to show the total for a column, or for multiple columns, using a built-in Table feature.
To show a total:
- Select any cell in the table
- On the Ribbon, under the Table Tools tab, click the Design tab
- In the Table Style Options group, add a check mark for Total Row
- A Total row will be added at the bottom of the table, and one or more column of numbers might show a total.
Change and Add Totals
In addition to the automatically created totals, you can select totals for other columns.
- Click in the Total cell for one of the columns.
- From the drop down list, select the function that you want to use in the current column.
A SUBTOTAL formula is added to the cell, and it shows the calculation based on the visible cells in the table's column.
Refer to Table Column in Formula
When a formula refers to part of a named Excel Table, a Structured Reference is created. The Structured Reference will show the table's column name, and might include the table name. For example, this reference is to the Product column in a table named OrderRef -- OrdersRef[Product]
Formula Outside the Table
In this example, a formula will be created outside of the table. The formula will use the COUNTBLANK function to count the blank cells in a table column. The table is named OrderRef and the column is named Product.
- To start the formula, select a blank cell and type: =COUNTBLANK(
- Then, click at the very top of the heading cell, for the column that you want to check -- the pointer will change to a down arrow.
- Don't click on the column button where the column letter is.
- And don't click in the middle of the heading cell
- The structured reference should show the table name and the column name:
- Then, type a closing bracket, and press Enter, to complete the formula.
=COUNTBLANK(OrdersRef[Product]
Add a Counter Field
If you plan to use your Excel table as the source data for a pivot table, add a counter field, that can be used in calculated fields, or summary calculations.
This is very easy to create and maintain in an Excel table, if you use a simple formula, instead of typing the value.
- On the OrdersTable sheet, add a new heading in first blank column -- Sales
- In the cell below the heading, type a formula: =1
- Press Enter, to complete the formula
Because the data is in a named Excel table, the formula will automatically fill down to all the rows. It will also be automatically entered when you add new rows.
The 1s will give us a value that can be summed in a pivot table, or used in a Calculated Field, to give correct results.
Print Excel Table Only
When you are working with lists in Excel, use the built-in Table feature, to make it easier to work with the data. Then, if you want to print just the table, without the other items on the worksheet, you can use a built-in command -- Print List.
The command is not on the Ribbon, so you can add it there, or put the command on the Quick Access Toolbar. Watch this short video to see the steps.
Table Doesn't Expand For New Data
By default an Excel table will expand automatically, and fill formulas down to the last row. For example:
- Add new data in the row immediately below a table, or in the column to its immediate right, and the table expands automatically, to include that new data.
- Enter a formula in the first row of a blank column, that formula fills down to all the remaining rows, as soon as you press Enter
If Excel tables are not expanding automtically on your computer, you can adjust the settings either manually, or with VBA programming.
NOTE: Changing these settings will affect all workbooks that you open in Excel, on your computer.
Watch the video, to see the steps, and read the detailed instructions, below the video.
Turn These Settings On Manually
If Excel tables are not expanding automtically on your computer, check the following settings, in the Excel Options window.
- At the left end of the Ribbon, click the File tab, then click Options
- In the Excel Options window, at the left, click Proofing
- In the AutoCorect options section, click AutoCorrect Options
- Click the AutoFormat As You Type tab
- Add check marks to 'Include new rows and columns in table' and 'Fill formulas in tables to create calculated columns'
- Click OK, twice, to return to Excel
Now, when you add new data, or create a calculated column, the Excel table should adjust automatically.
Turn These Settings On or Off With VBA
To turn these settings ON with VBA, use the following lines of code:
To turn these settings OFF with VBA, use the following lines of code:
List All Tables in Workbook
The following code will list all the named Excel Tables in the active workbook. A new worksheet is inserted, and the table name, sheet name, table address, and source type are listed.
Download the Sample File
To download the sample file for this Table tutorial, click here: Table Sample File.
The zipped file is in xlsx format, and does not contain macros.
Related Excel Tutorials
Pivot Table Tutorial for Excel 2007
Pivot Table Tutorial for Excel 2003 and earlier
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