How to Create a Report in Microsoft Excel 2007

By Susan Roberts

Microsoft Office Excel is known primarily for its features related to performing calculations and doing numbers-based analysis. Newer versions of Excel, however, provide significant improvements in formatting, drawing and graphics that make it easier to create professional report outputs than in previous versions. These features allow you to combine the graphics manipulation capabilities from tools like PowerPoint to the numbers and calculations tools available in Excel. For example, the Microsoft Office 2007 SmartArt feature is available in Excel. This feature provides templatized forms to convey lists, processes, cycles, hierarchies, relationships, matrices and pyramids.

Step 1

Complete the data and calculations in your worksheet. Even if your data and calculations span multiple worksheets, you can pull the data together into one report.

Step 2

Roughly lay out how you want the report to look, including what you want in headers and footers, what text you want to be emphasized and what kind of graphical elements you want to include.

Step 3

From the Insert tab on the Office Fluent Ribbon, click "Header & Footer" in the Text group to design the headers and footers, which are the text that displays on every page of the report. This opens the Header & Footer Tools ribbon, where you can add page numbers, variables, date and time stamp, and pictures.

Step 4

From the Insert tab, add visual interest to your report by inserting your own pictures, Microsoft clip art or SmartArt. You can also insert shapes, freehand drawings and text boxes. Using these tools, which are similar to the drawing tools in other Microsoft applications, you can do things such as add a stylized title to your report, include a pertinent graphic or illustration, or represent some aspect of your worksheet in a way other than a traditional graph.

Step 5

From the Home tab, format the text and cells of your worksheet using features such as cell shading, cell borders, text alignment and fonts.

Step 6

From the Page Layout tab, adjust printing aspects of your report, including the size of page margins, which rows or columns to repeat on subsequent pages and where page breaks occur. If you have more data on a given worksheet than you want to print on the report, use the Print Area command to explicitly identify the area of the worksheet to print.

Step 7

From the Microsoft Office Button (the round, muticolored button in the upper-left corner of the Excel window), select Print and then Print Preview.

Step 8

Iterate through steps 3 through 6, adjusting graphics, layout and formatting until your report is printing appropriately.