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excel-formatting-project

🎨 Excel Report Making Project

This project focuses on Excel formatting, data validation, and conditional formatting to improve the readability and analysis of the Superstore dataset. It’s designed as an assignment to build visual insights and ensure data quality using Excel's built-in tools.


📁 Dataset

📊 Based on: Sample Superstore Dataset


🔧 Tasks Covered

1️⃣ Basic Formatting & Data Validation

🧼 Task 1: Uniform Formatting & Date Display

  • Use Format Painter for consistent header formatting.
  • Apply number formatting:
    • Quantity: Integer (no decimals)
    • Discount: Percentage with 2 decimal places
    • Order Date: Format as MMMM YYYY (e.g., January 2022)

✅ Task 2: Data Validation Rules

  • Add new column: Category Filter
    → Dropdown options: Furniture, Office Supplies, Technology
  • Validation on Sales:
    • Only allow values > 100
    • Error Alert: "Sales amount must be greater than 100."

2️⃣ Conditional Formatting

🔥 Task 3: Highlighting Low Performance

  • Profit column:
    • Orange fill for values between -100 and 0
    • Red fill + Bold font for values < -100
  • Sales column:
    • Top 10% sales highlighted in light green fill

🚦 Task 4: Icon Sets & Visual Cues

  • Quantity column:
    • Traffic Lights:
      • Green: Quantity > 10
      • Yellow: 5 ≤ Quantity ≤ 10
      • Red: Quantity < 5
  • Profit column:
    • Data Bars (Gradient Fill) for quick visual insight

3️⃣ Advanced Formatting

🎨 Task 5: Custom Number Formats

  • Discount column:
    • Positive values: Discount: 0.00%
    • Negative values: Extra Charge: 0.00% (in red)
  • Quantity column:
    • Format: "Qty:" 0 (e.g., Qty: 12)

📂 Files Included

  • Conditional Formatting Project.xlsx — Excel-compatible version
  • Google Drive. — Contains Google Sheets link

🌐 Google Drive Version

🔗 View on Google Sheets


📦 Dataset Source:

Sample sales dataset inspired by Superstore data (commonly used in Excel/Power BI/EDA practice) (SuperStore Dataset: https://coding-platform.s3.amazonaws.com/dev/lms/tickets/cd7f183f-9826-4b1b-b7a0-a109dbfe0327/rVqpcxcZPugeVIdZ.csv)


⚠️ Note on Conversion

📌 Some formatting rules like icon sets or data bars may appear differently in Excel compared to Google Sheets. For the most accurate view, prefer the Google Sheets version.


💡 Skills Demonstrated

  • Excel formatting & layout control
  • Data validation for clean entry
  • Visual data analysis using conditional formatting
  • Custom number formatting for better readability

🏷️ Tags

Excel Data Validation Conditional Formatting Spreadsheet Design Visualization

About

This project demonstrates the use of professional Excel formatting techniques to enhance data presentation and enforce input standards. It includes structured tasks on conditional formatting, data validation, and custom number formats, aimed at improving report readability and analytical clarity using a retail sales dataset.

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