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Coordinating a look using themes

From: Excel 2010 Essential Training

Video: Coordinating a look using themes

Let's say you have a worksheet like this that contains rows, columns of numbers, maybe some drawings and a chart, and you want a quick way to format everything all at once, so that it looks consistent and unified. Maybe looking like other documents that you have created in Word or PowerPoint for example. Using a theme you can apply consistent and professionally designed formatting to all the parts of your worksheet. Now keep something in mind though. What themes cannot do is they can't read your mind. So you have to give this worksheet a bit of a headstart by indicating where you want the formatting applied and here's how we will do it.

Coordinating a look using themes

Let's say you have a worksheet like this that contains rows, columns of numbers, maybe some drawings and a chart, and you want a quick way to format everything all at once, so that it looks consistent and unified. Maybe looking like other documents that you have created in Word or PowerPoint for example. Using a theme you can apply consistent and professionally designed formatting to all the parts of your worksheet. Now keep something in mind though. What themes cannot do is they can't read your mind. So you have to give this worksheet a bit of a headstart by indicating where you want the formatting applied and here's how we will do it.

Click anywhere inside this number area, and we're going to format this as a table. Don't worry too much about that. Over here in the Home tab we want to go here under Styles, click Format as Table. Choose anything here. It doesn't really matter because we're going to change it in a bit. What this is simply doing is saying okay, this is where we're going to have a table and the table has special meaning in Excel and this guesses correctly where we have the data. You can see the marching ants. The table has headers checked because that's verified, and that's great. Click OK, and we have these little dropdowns and don't even worry too much about what those are.

What we will do here is we're in the Table Tools section in the Design tab. Click over here where it says Convert to Range. Choose Yes and now we have a regular worksheet again and you can just deselect. Now let's apply some themes. Go over here to the Page Layout tab and in the left side here in the Themes section, click Themes and we have all of these different named themes. Roll over them, and you can see that your worksheet is changing, the SmartArt in the lower left is changing, the chart in the lower right is changing.

I am going to go over here to this Austin because that has kind of a green olivey sort of theme to it, but not quite. We want to change it a little bit. So go up here, still in the Themes section, choose Colors, and if you roll your mouse over any of these, you notice also that the numbers and the SmartArt and Chart are changing. Well, let's say I don't want any one of these out of the box. I want to have my own custom color. So down over here choose Create New Theme Colors. Let's move this out of the way and here we have a sample of how it's going to look and we can change any of these.

So maybe I want some of these greens to be a little darker, maybe a little bit more olivey in color. And instead of naming it Custom 1, let's select it and let's call it Olive Oil, and click Save and now it's changed a little bit. Now, let's say we decide we want to edit it some more. Go back up here to the Color drop- down and there is our Olive Oil and right-click it, choose Edit, and we're right back where we were and we can continue editing, applying green colors or whatever other color you like, and you can simply click Save and save the color over it.

If there's a color palette that you don't like, let's click this here, maybe we don't want this Two Trees, right-click it and choose Delete, confirm and it's gone. While we're at it, let's change some of the fonts. Go up here and choose Fonts and roll over and you see also you can change the fonts on your worksheet dynamically. I think this is a really great feature and once you have a theme customized the way you like, remember that you could also use it in Word and PowerPoint, so all of your documents will have the same consistent, unified look and feel to them.

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This video is part of

Image for Excel 2010 Essential Training
Excel 2010 Essential Training

80 video lessons · 126941 viewers

Bob Flisser
Author

 
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  1. 1m 35s
    1. Welcome
      57s
    2. Using the exercise files
      38s
  2. 19m 31s
    1. Exploring three common uses for Excel
      3m 17s
    2. Touring the interface
      3m 38s
    3. Finding the commands you need
      3m 51s
    4. Using Backstage view or the File tab
      3m 25s
    5. Maintaining file compatibility
      5m 20s
  3. 21m 23s
    1. Creating a worksheet
      5m 23s
    2. Techniques for copying and pasting
      3m 57s
    3. Entering data automatically with Auto Fill
      4m 37s
    4. Targeting large data groups
      4m 26s
    5. Changing a worksheet's structure
      3m 0s
  4. 47m 50s
    1. Understanding formulas and functions
      4m 41s
    2. Entering data in a worksheet
      3m 22s
    3. Adding numbers manually
      5m 1s
    4. Adding numbers using Sum and AutoSum
      6m 11s
    5. Adding a whole worksheet
      1m 48s
    6. Working with numbers in columns
      4m 53s
    7. Preventing errors using absolute references
      5m 57s
    8. Working with times and dates
      3m 8s
    9. Using IF
      4m 49s
    10. Using SUMIF and AVERAGEIF
      4m 15s
    11. Naming and using cell ranges
      3m 45s
  5. 33m 57s
    1. Formatting numbers and dates
      7m 6s
    2. Applying fonts, background colors, and borders
      4m 35s
    3. Adjusting columns, rows, and text
      5m 2s
    4. Using conditional formatting
      4m 6s
    5. Using custom conditional formatting
      5m 49s
    6. Adding pictures and shapes
      7m 19s
  6. 25m 27s
    1. Inserting SmartArt
      6m 54s
    2. Coordinating a look using themes
      3m 22s
    3. Applying built-in styles
      3m 16s
    4. Creating and sharing styles
      5m 33s
    5. Using templates
      4m 9s
    6. Creating and using original templates
      2m 13s
  7. 13m 23s
    1. Making the pieces fit
      4m 57s
    2. Inserting headers and footers
      3m 51s
    3. Printing and PDFs
      4m 35s
  8. 34m 3s
    1. Finding and replacing data
      3m 12s
    2. Freezing panes
      3m 0s
    3. Repeating row and column titles
      3m 34s
    4. Creating multiple custom worksheet views
      5m 18s
    5. Hiding or grouping rows and columns
      5m 31s
    6. Managing worksheets
      7m 23s
    7. Calculating formulas across worksheets
      6m 5s
  9. 36m 34s
    1. Importing and exporting data in Excel
      8m 2s
    2. Setting workbook permissions
      6m 44s
    3. Inserting and editing comments
      6m 49s
    4. Sharing a workbook
      1m 25s
    5. Tracking changes
      3m 5s
    6. Saving files in shared locations
      10m 29s
  10. 27m 30s
    1. Splitting cell data into multiple cells
      2m 22s
    2. Joining data from multiple cells
      4m 18s
    3. Basic and multi-field sorting
      6m 30s
    4. Using tables to sort and filter data
      4m 31s
    5. Inserting automatic subtotals
      3m 46s
    6. Creating lookup tables
      6m 3s
  11. 32m 56s
    1. Using auditing to diagram
      6m 3s
    2. Using evaluation in Excel
      2m 2s
    3. Working with Goal Seek
      5m 29s
    4. Using data tables in formulas
      6m 2s
    5. Using scenarios in formulas
      5m 28s
    6. Exploring the Analysis Toolpak
      7m 52s
  12. 18m 1s
    1. Discovering PivotTables
      2m 22s
    2. Creating a basic PivotTable
      2m 46s
    3. Modifying a PivotTable
      6m 57s
    4. Creating and modifying a PivotChart
      5m 56s
  13. 26m 58s
    1. Choosing chart types
      1m 55s
    2. Inserting Sparklines
      3m 54s
    3. Creating a column chart
      3m 23s
    4. Modifying a column chart
      5m 47s
    5. Creating and modifying a pie chart
      6m 45s
    6. Placing Excel charts into other Office applications
      5m 14s
  14. 21m 53s
    1. Understanding macros
      3m 5s
    2. Recording and using a simple macro
      11m 58s
    3. Editing a macro
      6m 50s
  15. 20m 33s
    1. Customizing the Quick Access toolbar
      3m 30s
    2. Customizing the Ribbon bar
      8m 44s
    3. Setting Excel options
      8m 19s
  16. 16s
    1. Goodbye
      16s

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