Excel Formatting Mastery: Transform Your Data for Maximum Impact
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Speaker : BOB UMLAS
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When : Wednesday, July 23, 2025
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Time : 01 : 00 PM EST
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Bob Umlas worked for a major tax and accounting firm, using Microsoft Excel® 8 hours a day, writing custom applications for staff and clients from 1998 to 2018.
He has been using Excel since 1986 - version 0.99 (on the Macintosh)! He was a contributing editor to Inside Microsoft Excel for many years, a magazine devoted exclusively to Microsoft Excel and published by The Cobb Group and later Ziff-Davis. At the time, most issues contain either an article by Mr. Umlas on using VBA (Visual Basic for Applications) or some tip or technique from him on using Excel. He has had more than 300 articles published on subjects ranging from beginner to advanced macros, and on tips, shortcuts, and general techniques using virtually all aspects of Excel.
Mr. Umlas was voted an “MVP” (Most Valuable Professional) by Microsoft each year from 1994-2018 (25 years!) for his contributions to the various online Forums about Excel and is known world-wide for his contributions in Excel. As an MVP, he met yearly with his fellow-MVPs at Microsoft’s headquarters in Redmond, where he had access to the product developers. He has been a beta tester for new versions of Excel since version 1.5, and was asked by Microsoft for his input for newer versions of Excel. In 1995 he led a session called "Maximizing Excel Development Using Array Formulas" at Microsoft's Tech Ed Conference in New Orleans, and he led a session called Tips and Tricks at a Microsoft convention in New York City. He has hosted London’s Global Excel Summit each year since 2021, and in person in 2024, as well as led a session on tips and tricks. He also led a session on tips and tricks at the Las Vegas’ Financial Modeling World Championship in December, 2023. He has led online sessions all over the world including Africa, India, England, Canada and of course, the USA.
He is also the author of “This isn’t Excel, it’s Magic!” which is available from http://www.iil.com/publishing as well as from Amazon.com. Another book, “Excel Outside the Box” is available from http://www.mrexcel.com and is for the very advanced Excel user. Another book, “More Excel Outside the Box” is also available from mrexcel.com. One more, “Cool Excel Sh*t” is more tips & tricks. Lastly, published for Kindle, is “Excel Preschool: Understanding Microsoft Excel, finally!” – a book for the very beginner!
He is also the technical editor of many of Bill Jelen’s books.
Mr. Umlas used to co-lead the New York PC User's group on Excel every month for about 20 years. He started leading this group again in 2018. He has been teaching Excel to individuals and corporations for several years.
At the completion of the 2013 world Excel Modeloff competition on 12/8/13, this was noted (see the last sentence): “The winners were announced at Microsoft’s Manhattan offices Sunday afternoon. Four teams of finalists competed in four rounds of Excel Golf, trying to get the shortest formula to solve four particular problems. The Australia/New Zealand team won this event, sharing a $4000 prize. I’ll note that Excel MVP Bob Umlas was in the audience and twice offered formulas that were shorter than the winning formula”
This webinar covers a comprehensive range of tools and techniques designed to enhance the appearance and functionality of your spreadsheets. It begins with the basics, such as applying fonts, colors, and borders to cells, ensuring that participants understand how to make their data visually appealing and easy to interpret. The session delves into alignment options, such as wrapping text, merging cells, and adjusting row heights and column widths, to optimize the layout of the spreadsheet. Participants learn how to apply number formatting, including currency, percentage, and date formats, to ensure data is appropriately represented and easy to read.
The session also cover sbest practices for data organization, such as freezing panes to keep headers visible while scrolling, and grouping and ungrouping data for clarity.
To wrap up, the session includes tips and tricks for speeding up formatting tasks, such as using the Format Painter, shortcuts for quick edits, and understanding how themes work to maintain consistency across multiple spreadsheets.
Ultimately, a session on Excel formatting equips users with the skills to transform raw data into professional, organized, and visually appealing spreadsheets that effectively communicate insights and make workflows more efficient.
Areas Covered
- Basic Formatting
- Adjusting fonts, colors, and borders
- Aligning text: wrap text, merge cells, center alignment
- Adjusting row heights and column widths - Number Formatting
- Applying currency, percentage, and date formats
- Custom number formats for tailored presentation - Working with Styles
- Creating and applying cell styles
- Modifying and managing custom styles
- Using themes for consistency - Tips and Tricks
- Using the Format Painter for efficiency
- Keyboard shortcuts for common formatting tasks
- Leveraging templates and themes
Who Should Attend
Anyone using Excel
Why Should You Attend
Attending an Excel webinar on formatting can significantly enhance your ability to create polished, professional, and user-friendly spreadsheets. Formatting goes beyond aesthetics; it improves readability, highlights critical data, and ensures consistency across your work. In this webinar, you’ll learn techniques such as customizing number formats for better data presentation, and using styles to save time. By mastering formatting, you can communicate your insights more effectively, impress stakeholders, and boost your overall productivity in Excel. Whether you’re a beginner or a seasoned user, there’s always more to learn to make your spreadsheets stand out.
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$160.00
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