Number Formatting in Excel
Lab Manual: Practical 1 –
Number Formatting
Course: Advanced Excel with
Visualization
Course Code: CAD41VSP201
Practical Number: 1
Topic: Number Formatting in Microsoft Excel
Duration: 2 Hours
1. Objective
The
objective of this practical session is to enable students to:
- Understand
various number formatting options in Microsoft Excel.
- Enhance
data readability, accuracy, and presentation without altering the
underlying values.
- Apply
both standard and custom number formats for different data types.
2. Introduction to Number Formatting
In Excel,
data can be entered as numbers, text, dates, or times. While the cell’s
actual value remains unchanged, its display can be modified using number
formatting. Proper formatting is essential for:
- Readability: Makes
large datasets easier to interpret.
- Clarity:
Ensures values are represented in a universally understood format (e.g.,
currency, percentages).
- Professionalism:
Creates well-structured, presentable reports and dashboards.
This
practical introduces common number formats and demonstrates how to use custom
formatting for specific requirements.
3. Prerequisites
Before
starting this practical, students should:
- Be
familiar with the Microsoft Excel interface.
- Know
how to open, save, and navigate worksheets.
- Have
basic data entry skills.
4. Software Requirement
- Microsoft
Excel (2016 or newer version, as specified in the syllabus).
5. Procedure: Step-by-Step Practical
Follow these
steps to learn and apply number formatting in Excel.
Step 5.1: Creating a Workbook and Entering Data
1.
Open Excel → Select Blank Workbook.
2.
Rename Sheet → Double-click Sheet1 and rename it to Data Formatting.
3.
Enter the following data starting from cell A1:
Category |
Value 1 |
Value 2 |
Value 3 |
Sales
Amount |
12345.6789 |
5000 |
250000 |
Growth Rate |
0.15 |
0.05 |
0.75 |
Item Count |
123456 |
45000 |
100000 |
Date
Recorded |
44789 |
44800 |
44700 |
Time
Recorded |
0.5 |
0.25 |
0.75 |
Product
Code |
00123 |
567 |
00987 |
Temperature |
23.56 |
30 |
-5 |
Budget |
1500000 |
800000 |
-200000 |
Step 5.2: Applying Basic Number Formats
- Currency
Format
- Select
B2:D2 → Home → Number group → $ symbol.
- Observe
the currency symbol and two decimal places.
- Percentage
Format
- Select
B3:D3 → Home → Number group → % symbol.
- Adjust
decimals using the Increase/Decrease Decimal buttons.
- Comma
Style (Thousands Separator)
- Select
B4:D4 → Home → Number group → ,
button.
Step 5.3: Formatting Dates and Times
- Short
Date
- Select
B5:D5 → Home → Number group → Choose Short
Date.
- Long
Date
- With
B5:D5 still selected → Choose Long Date.
- Time
Format
- Select
B6:D6 → Format as Time.
Step 5.4: Using the Format Cells Dialog (Ctrl + 1)
- Press Ctrl
+ 1 or right-click → Format Cells.
- Explore:
- Currency:
Change symbols and negative number formats.
- Date/Time:
Choose different display styles.
- Special:
Useful for codes like Zip Codes or IDs.
- Custom:
Define your own format (e.g., 00000 for Product Codes).
Step 5.5: Handling Negative Numbers
- Select B8:D8
→ Format as Number → Choose negative display (red or in
parentheses).
- Select B9:D9
→ Format as Currency → Show negatives in red and/or with
parentheses.
Step 5.6: Custom Number Formats
Custom
formats use four sections: Positive; Negative; Zero; Text
Examples:
- Product
Codes: 00000 → Ensures leading zeros.
- Sales
Label: "Sales: " #,##0.00
→ Displays Sales: 12,345.68.
- Advanced:
#,##0.00;[Red](#,##0.00);"No
Budget";"Invalid Data"
Understanding Custom Number
Formatting in Excel
Excel stores
all numbers, dates, and times as numerical values.
- Example:
The date 26-Aug-2025 is stored as a serial number (e.g., 45914).
- The
time 12:00 PM is stored as 0.5.
Number
formatting only changes how a value appears—it does not change the actual value
stored in the cell.
Custom
number formats allow you to define your own display style using special codes.
How to Access Custom Number Formats
1.
Select the cell(s) you want to format.
2.
Press Ctrl + 1 (or right-click → Format Cells…).
3.
Go to the Number tab.
4.
Choose Custom from the Category list.
5.
In the Type field, enter your custom format code.
Structure of a Custom Number Format
A custom
format can have up to four parts, separated by semicolons (;):
Positive Format ;
Negative Format ; Zero Format ; Text Format
Each part
controls how a specific type of value is displayed:
1.
Positive numbers
2.
Negative numbers
3.
Zero values
4.
Text
If you leave
out any part, Excel uses the default format for that category.
1. Positive Number Format
This section
defines how positive numbers are displayed.
Example: Add two decimal places, a thousands separator, and "Units".
Underlying Value |
Custom Format |
Displayed As |
Explanation |
12345.67 |
#,##0.00
"Units" |
12,345.67
Units |
#,##0.00 formats
the number, "Units" adds text |
500 |
#,##0
"Widgets" |
500
Widgets |
Displays
without decimals, adds "Widgets" |
2. Negative Number Format
This section
defines how negative numbers are displayed (second section after a
semicolon). Often, negatives are shown in red or within parentheses.
Example: Show positive numbers normally,
negatives in red with parentheses.
Underlying Value |
Custom Format |
Displayed As |
Explanation |
15000 |
#,##0;[Red](#,##0) |
15,000 |
First part
formats positive numbers |
-5000 |
#,##0;[Red](#,##0) |
(5,000)
(Red) |
[Red](#,##0) applies
to negatives |
0 |
#,##0;[Red](#,##0) |
0 |
Zero is
not defined, so defaults to general |
3. Zero Value Format
This section
controls how zero values appear.
Example: Display "N/A"
for zero.
Underlying Value |
Custom Format |
Displayed As |
Explanation |
75 |
General;General;"N/A" |
75 |
General
for positive |
-10 |
General;General;"N/A" |
-10 |
General
for negative |
0 |
General;General;"N/A" |
N/A |
Third part
displays text for zero |
4. Text Format
This section
defines how text values are displayed.
Example: Add "Error: " before any text entered.
Underlying Value |
Custom Format |
Displayed As |
Explanation |
123 |
General;General;General;"Error: "@ |
123 |
Numbers
remain unchanged |
Data
Missing |
General;General;General;"Error: "@ |
Error:
Data Missing |
@
represents the cell text |
Common Custom Format Codes
- 0
→ Digit placeholder (displays extra zeros)
- Example:
000 with value 12 → 012
- #
→ Digit placeholder (no extra zeros)
- Example:
### with value 12 → 12
- .
→ Decimal point
- ,
→ Thousands separator
- % →
Percentage (multiplies by 100)
- ?
→ Space placeholder (align decimals)
- "text"
→ Literal text
- @
→ Text placeholder
- [Color] → Display color (e.g., [Red], [Green])
- [Condition]
→ Conditional format (e.g., [>100])
Assessment
/ Deliverables
- Submit
the completed Excel workbook (.xlsx file)
with both the Data Formatting sheet and the solution sheets for Student Scores and Inventory.
- Ensure
all formatting requirements are met precisely.
Exercises
/ Tasks
Apply the concepts
learned to complete the following tasks:
1.
New Sheet for Student Scores: Create a new worksheet named Student Scores.
o
Enter the following data:
Student ID |
Marks
Obtained |
Max Marks |
Result |
S001 |
75 |
100 |
|
S002 |
88 |
100 |
|
S003 |
42 |
60 |
|
S004 |
30 |
40 |
|
S005 |
95 |
100 |
o
Task A: In column D
(Result), calculate the Percentage for each student (Marks Obtained / Max Marks). Format this column as Percentage with one decimal place.
o
Task B: Apply a
custom number format to the Student
ID column (A)
so that S001 appears as STUDENT-001. (Hint: use "STUDENT-"000 in custom format).
2.
New Sheet for Inventory Data: Create a new worksheet named Inventory.
o
Enter the following data:
Product |
Quantity
In Stock |
Cost Per
Unit |
Total
Value |
Last
Updated |
Laptop |
50 |
1200 |
44800 |