Using the Table Functionality in Excel

We use lists of information regularly, but inserting a Table can add extra functionality that gives you tools to make your job way easier and in some cases, less complicated. By default, inserting a Table will give you alternating colors of data, which is adjustable to many different colors and options, and gives you drop-down menus for each column that allow quick sorting and filtering.

Filtering options are based on the information in the column. For example, a column with dates will let you filter by a specific time frame, which could include specific months or years, so that information can be made more useful.

In order to use a Table, some requirements need to be met, in order to ensure your Table inserts properly. First, your data should have no missing columns or rows. A piece of information missing here or there is not a big deal, but entire columns or rows missing will cause the Table to be incomplete, when it comes to included data. Second, your columns should have headers, so that the data is clearer to users. Using headers should be considered best practice, for all lists of information, as so many pieces of functionality use headers for various reasons. Lastly, try to keep information not to be included in the Table, away from the information to be included in the Table. This can cause confusion for Excel and it will try to include the additional items.

Watch this video to see how a Table is inserted to a list of information:

 

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